Edit a role

AI-generated summary

Genesys Cloud provides a comprehensive role editing system that enables administrators to configure granular user permissions and access controls through the Admin interface. Accessed via People and Permissions > Roles and Permissions or Menu > User Management > Roles, Permissions, the Edit Role page allows customization of role names, descriptions, and permission settings through a checkbox-based assignment system. The platform implements role-based access control where broader permissions are subdivided into specific ones—for example, "manage widget" is split into "view widget" and "edit widget"—providing fine-grained control over user capabilities. Key administrative features include permission filtering options to view all permissions or only those assigned to users, search functionality for permission names and role descriptions, and license requirement tracking. The system incorporates division-aware permissions that restrict access to specific organizational units and supports conditional parameter settings for certain permissions. Administrators can identify unused permissions within roles and benefit from automatic permission backfilling for new features. Permission management operations include the ability to restore default roles with a user impact preview that displays the number of affected users, including members paired with authorized organizations. Permission updates propagate through the system within up to five minutes and become active across all affected user sessions. Access to role editing requires the Authorization > Role > Edit permission, which is included in the Admin role by default. Related administrative functions encompass managing user profiles, groups, and prompts, with additional resources available through community support and documentation on roles, permissions, and people management. This integrated approach enables organizations to maintain security and operational efficiency through systematic access control management.

PrerequisitesClick to expand

The Edit Role page lets you configure the name, description, and permissions for a role.

Role Details
Permissions

Control	Action
Name field	Specifies the name of the role on the Manage Roles and Permissions page.
Description field	Describes the purpose of the group.

Control	Action
Show Permissions radio buttons	Specifies which permissions are visible in the list: All permissions available in the organization Only permissions assigned to users
Permission search field	Filters the list by keywords in the permission name.
Description search field	Filters the list by keywords in the role description.
Permissions check boxes	Provides sets of permissions to assign to the role.
License	The license required to use the role.
Conditions	Whether you can set conditional parameters for the permission.
Unused	Identifies unused permissions for a role.
Division Aware	Indicates whether the permissions only apply to objects that are in divisions in which users have been granted the role.

Notes:

You can manually add new permissions to the default role.
If you have selected to backfill roles with new permissions automatically, then Genesys Cloud assigns permissions automatically for new features as they become available.
To restore the original permission settings for a default role, click Restore Default Role. When you select this option, the system displays the number of users affected by this action. The number includes members paired with authorized organizations.
When a broader permission is divided into more specific ones, the original permission is replaced with the current new set of permissions. For example, if an existing permission to manage a widget is divided in to view widget and edit widget, then the original manage widget permission is replaced by the two granular permissions.
It can take up to five minutes for permission updates to make their way through Genesys Cloud and take effect.

Edit a role

Click Menu > User Management > Roles and Permissions.
Search for or navigate to the role you want to edit.
Click More .
Click Edit Role.
On the Roles tab, do the following:
- Enter a new name for the role in the Name field if needed.
- Enter details about the purpose of the role in the Description field.
On the View Permissions tab, under Permissions click a category to expand it and do the following:
- To add permissions, enable the check box.
- To remove a permission, clear the check box.
Click Save.

Export permissions

To export permissions for the role being edited, click Export located on the upper right of the permissions pane. The permissions assigned to the role being edited are exported in the .csv format. You can use these exported files for further processing such as comparing the permissions between two roles.

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