Controlling Permissions for a Configuration

The following describes how to alter the permissions for a configuration, including changing which organisations are able to modify it.

You will not be able to modify permissions unless your own organisation has already been granted permission to modify the intended configuration. Contact a system Administrator to request this if required.

Implementation

  1. Access the list of configurations for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the CC4Web Configurations hyperlink.
  1. Launch the intended configuration.

    When viewing the list of available configurations:

    1. If you don't want the configuration to appear in a new window, un-tick the first check box.
    2. Use the first drop-down to select the name of an Agent to simulate when you launch the configuration.
    3. Locate the configuration you want to access, and click its Launch button.

    Always remember to save any intended changes before exiting this mode.

  1. Click Enter Design Mode.
  2. Click Whole Config Properties. This will open the Properties page for the configuration. On the left-hand side of this page you will see a hierarchy of all current widgets.
  3. Select the Permissions tab.
  4. Use the check boxes provided to determine whether the Customer and Reseller should be permitted to make changes to this configuration.
    The options here will depend on your organisation's relationship with the affected Customer.
  5. Click Save Changes.
  6. To return to the configuration, click Return to the Cxp Agent Experience; otherwise, you can now safely close the current window or tab.

Further Reading