Configuring the Employee Center

Concept

You need to understand the following concepts before configuring employees.

Figure 1 Employee configuration

• OU: An enterprise tenant space has a default OU. You can create an OU under the default OU based on responsibilities. Multiple OUs can be created under each OU. For example, you can create the customer service department and maintenance department under an OU.
• Role: A role indicates a set of work permissions. When you assign a role to an employee, the employee has all the permissions contained in the role. For example, a role can be an agent, administrator, case owner, or task handler.
  Function permission: Function permissions are abstracted from GUI resources (for example, permission for using specified menus) and GUI operations (for example, addition, deletion, modification, and query). An employee can perform operations on a resource only when the role assigned to the employee has the corresponding permission. Function permissions are static resources that do not change with resource configuration data. Function permissions include the following:

  • Basic Function Permission: Permissions of a role.
  • Grantable Function Permission: Permissions that can be assigned to other roles by a role. Only the roles of the current account can be assigned to new roles.
• Employee: Employees indicate personnel employed by an enterprise. After a role is assigned to an employee, the employee can perform operations limited by the role permissions on the system.

Configuration flow

You can configure personnel by referring to the following brief description.

1. For details about how to create an OU, see Configuring OUs. Because there is no employee or manager information, you do not need to configure the public role, employee, or manager for the new OU.
2. The default roles Tenant environment administrator and Default Agent Role are preset in the AICC system. If the role does not meet the actual requirements, create a role by referring to Configuring Role Permissions.
3. For details about how to create an employee, see Configuring Employee Information. When creating an employee, you can select a role and OU for the employee, but cannot configure a manager for the employee.
4. Go back to Configuring OUs and configure information such as the manager and public role for the OU. The manager is the manager of all employees in the current OU, and the permission of the public role is granted to all employees in the OU.