IPK Management Security Roles

An IPK Management security role covers permissions for calls and related entities. It also includes permissions for Call screen sets, IPK groups (including default groups), IPK statuses, IPK streams, and forms.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane, locate the System group , scrolling up or down if necessary. You may need to expand the group to see the options within it.

    Expand the Security Roles group in the Explorer pane , scrolling up if necessary. Select IPK Management from the list in the Explorer pane. A browse table displays all of the existing roles of this type. Now you can create, update or rename a security role of this type.

    The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

  2. The permissions for IPK Management security roles are available on several tabs. Select the appropriate one for your needs:
Options to set basic security rights
Groups to link groups to the security role and set the default group
Screen Sets to choose the call screen sets to which the role has access.

This tab is displayed in the place of IPK Status and Streams, when your system does not have Enable IPK Status and Streams selected on the IPK Settings window
IPK Statuses to choose the IPK statuses to which the role has access

This tab is when your system has IPK Status and Streams selected on the IPK Settings window
IPK Streams

to choose the IPK streams to which the role has access

This tab is when your system has IPK Status and Streams selected on the IPK Settings window
Forms to assign access levels to various forms, if they have been created
Quick Launch to assign access to quick launch applications the role can access when actioning requests and tasks.

This tab is only enabled when the Quick Launch functionality is enabled globally in system settings