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Why can't my agent log into Quality Management

Symptom

Agent can't log into Quality Management

Applies To

  • Quality Management

Resolution

A user must either be an admin or super user at the account level or have a Contact Center user license in order to access Quality Management

 

Also they must have the correct permissions set within Quality Management. To check this follow the steps:

  • Log into Quality Management
  • Go to settings
    clipboard_e03f5c84ba56b1b880019fbb9fbaed21f.png
  • Once there you will see Users, Groups and Roles. 
    clipboard_ecc5b19802b4a35921f11437db93b3321.png

Users need to be assigned to at least one group to do this:

  • Search for the user
  • Click on user to get the right hand box pop upclipboard_e4631c52cecb806f667e9ac1635e49a83.png
  • Select the people icon to see the groups at the bottom of the box
    clipboard_e6a85752fc9a743f58c1359dadd35f5a4.png
  • You can expand out the groups to see what groups the user is in
    clipboard_e6696a76e135d76ca30e4abfc2d108b0c.png

 

Check each group for a role as follows

  • Click on Groups
    clipboard_e486b42ba56ae4a8978ecdcc9fb86f306.png
  • Search for the group
  • Click the name of the group to bring up the right hand menu
    clipboard_ea87f97c85eab0dfe23fd89624d46677a.png
  • Click the icon that looks like a case to view the roles
    clipboard_e3fcb5c57925dfad59c920c01c882c412.png
  • Expand out the roles to view which ones are assigned
    clipboard_e84fd637cbadec4697a911f8e51e23648.png
     

Each group needs to have at least one role 

Check Role permissions 

  • Click on Roles
    clipboard_e9f7c9225047f67eebbb1c926d4e23881.png
  • Search role name
  • Click on roles to see the options
    clipboard_e77691804b989b3e1d4c4ab14846e7d8d.png
  • Scroll to the bottom to confirm the permissions the role has
    clipboard_e24c84d1da98bd3ff15c153704a3a2221.png

Additional Information

Please wait at least 15 minutes between giving an individual admin level access or a Contact Center user account before having them try to access Quality Management.  

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