Setting Up Agent Assist Privileged Areas

In Emplifi Agent, you can add Agent Assist privileged areas by defining the security function, and then setting up the Emplifi Agent Security Role.

To define the security function:

1. From the Application Function Bar, select Administration > User and Security Setup > Security Functions. The Security Functions page will display.

2. On the function banner, click Add Items and select Agent Assist Roles.

3. Enter the privileged area names, separated by semicolons, exactly as they are used in Emplifi Knowledge.

4. Click OK.

To add an Agent Assist privileged area to an existing security role:

1. From the Application Function Bar, select Security Roles.

2. Select the name of the role.

3. On the banner, click New Role Function. The Select New Security Function(s) to add window will display.

4. Select the check box next to the roles you want to add.

5. Click Ok.

6. Click Save.

To modify the security role:

1. From the Application Function Bar, select Security Roles.

2. Select the name of the role you want to modify.

3. Review the current privileged areas by looking for rows that start with w_case-agentassist. Clear check boxes or delete rows to remove Agent Assist roles from the security role.

4. Click Save.