Create roles and assign administrators

A role allows administrative privileges or permissions in 8x8 Configuration Manager. Creating a role requires definition of permissions to list, view, create, edit, delete, and/or control a specified configuration object. For example, you can define a Campaign Manager role with permissions to create, manage, and supervise  campaign functionality.  Go to Security > Roles to add or edit roles.

By default, every tenant is bundled with a Super User role assigned to the tenant's Primary administrator. A Super User role provides all permissions to configure tenant functionality. You can assign any number of administrators to the Super User role.

To add a custom role:

1. From the Configuration Menu, open Security.

2. Go to the Roles tab.

   Note:

   You can assign the role of an administrator when creating a new user. As soon as you  choose a user to be an administrator, the option to select a specific role appears. You can continue to define the Roles and Administrators in Security tab.

3. Click Add Role.

   Note:

   By default, every tenant is bundled with a Super User role. A Super User has all permissions to configure tenant functionality. You can assign any number of administrators to the Super User role.

   Note:

   The System Default role has viewing permissions by default. However, you can modify and allow more permission such as Write, Create, and Edit rights.

4. Enter a Role Name.
   

5. Determine the permissions to be given to the role.

6. Select functionality objects and check the appropriate permissions.
   The available permissions are: list, details, create, edit, delete, and control a functionality. The following table summarizes the role permissions:

   Role Permission	Description
   List	Lists all the entities pertaining to an object. For example, List permission in the Agents tab allows an administrator to list all existing agents in the tenant.
   Details	Allows to view details of each entity. For example, with the permission to view details, you can view agent account details.
   Create	Allows you to create a specific subset of a Menu Object functionality or an entire Menu Object. For example, you may create a role with permissions to create Inbound and Outbound queues, but not Email and Chat queues within the Queues Menu Object.
   Edit	Allows you to edit a specific subset  of a Menu Object functionality or an entire Menu Object.
   Delete	Allows you to delete a specific subset of a Menu Object functionality or an entire Menu Object.
   Control	Allows you to control a Menu Object based on its functionality. Control permissions are available to: Start, schedule, stop, pause, purge, and resume campaigns Import CRM data Broadcast messages to agents and Supervisors

7. Click Save to add the new role.
   The next step is to assign an administrator.

If you do not have an administrator, you must create one to assign the role. See Add Users to learn how to create an administrator.

After creating a role, you can assign an administrator to the role. The administrator inherits all permissions assigned to the role. By logging in to  8x8 Configuration Manager, the Secondary administrator gets access to the functionality  permitted for the role. You can also reassign an administrator to a new role.

To assign an administrator to a role:

1. From the Configuration Menu, open Security.

2. Go to the Roles tab.

3. From the Roles List, select a role to assign an administrator to.

4. Click or Edit.

5. Click the Assignment tab.

6. From the list of administrators, select and assign an administrator to the role.

   Note:

   You can assign multiple administrators to a role, but assign only one role per administrator. Assigning a new role to an administrator removes him from the previous role.

7. Save your changes.

After assigning an administrator to a role, you can log in and validate that the Secondary administrator account has the intended permissions. .

To log in as a Secondary administrator:

1. Go to the 8x8 Unified Login page at https://login.8x8.com.

2. For the new users that are added after the tenant promotion, enter the login credentials communicated to you.

3. For the existing users, however, enter the Login ID as follows:

   • If the  login URL does not contain the tenant name, add the tenant name in the Login ID.
     Example: for  https://vcc-na8.8x8.com/CM/login.php,  enter <Username@Tenant Name>, such as nwayne@AcmeJets.

   • If the login URL includes the tenant name, only enter the username.
     Example: for https://vcc-na8.8x8.com/CM/login.php?tenant=<tenantname>&lang-en_US, enter the  <Username> such as nwayne.

     Note:

     If you set up the tenant password policy to automatically generate and  communicate the login credentials to the email address specified for the administrator, procure the username and the password from the email.

4. Click Login.
   The Application Panel appears.

5. Click to open the Virtual Contact Center Config Mgr application.
   The application launches showing you the permissions set for the role.