Although Quality Manager supplies a number of standard user roles (including 'Agent', 'Team Leader', 'Supervisor', 'CC Manager', 'IT Administrator'), it is useful to customize the permissions for each role, or create a new custom role structure. Any user who has been assigned the permission Change rolesadd/remove permissions can modify user roles in Quality Manager.

  1.  Select Role Manager.
  2. Choose one of the following:
    • Click Add to create new roles or select a role from the list.
    • Click Edit to modify existing roles.
    • Click Copy to create new roles based on an existing role.
    • Click Delete to remove a role.
  3. In the Edit User role dialog, assign appropriate permissions and click OK to confirm changes.

ImportantThe standard roles cannot be removed, but may be modified.