Genesys CX Insights User Management

Genesys Customer Experience Insights (GCXI or Genesys CX Insights) provides Historical Reporting tools. Genesys CX Insights credentials are managed separately from other Genesys PureEngage Cloud components. This page describes the steps you can take to create an account for a new user, change your password, or to change another user's password.

Managing your own account

This section provides information about managing your own account.

Video: Changing your own password

This video describes how to change your own password, if your permissions allow it.

Changing your own password

Use the following steps to change your password. Not all users are permitted to change their password; contact your administrator to find out if the functionality described on this page is available for your use.

Important

If you have forgotten your password, or otherwise cannot log in in, contact your administrator / next level of support.

1. On the Genesys PureEngage Cloud Portal, click All Apps > Reporting.
2. At the Genesys CX Insights login screen, enter your user name and current password.
3. On the Genesys CX Insights menu, click your user name, and click Preferences.
4. Click Change Password.
5. In the Old Password field, type your current password.
6. In the New Password field, type your new password, and re-type it in the New Password Verification field.

   Passwords must be at least 8 characters, have at least one uppercase character, one lowercase character, and one number.

7. Click Change Password.

Managing other users

Most users cannot manage their own accounts. As an administrator, you can do so for them, as described in this section.

Predefined User Groups

Predefined User Groups in release 9.0.011 and later

When you create a user, you must add them to at least one user group, thereby controlling the user's ability to work with reports and dashboards. Normally, you can do this by assigning users to the predefined user groups described in this section. The group structure for user groups varies depending the release of Genesys CX Insights you have installed — ensure that you use the instructions from the section on this page that matches your software:

The group structure for user groups varies depending the release of Genesys CX Insights you have installed — ensure that you use the instructions from the section on this page that matches your software:

• Predefined user groups and privileges in release 9.0.011 and later
• Predefined user groups and privileges in release 9.0.010
• Predefined user groups and privileges in release 9.0.009 and earlier

Predefined user groups and privileges

If you require permissions different from those assigned to the predefined groups, Genesys recommends that you avoid modifying privileges for the predefined user groups, because these user groups are overwritten during upgrades. Instead, create custom groups by duplicating the user group you wish to modify, and edit the duplicate group. Note that the group structure in release 9.0.011 and later is unlike earlier releases of the software, and each group contains only users (and does not contain other groups).

Groups	Summary	Project Access Level*
Custom	Customer-defined user groups.	User-defined
CX Insights Developers	Members of this groups can create, edit, or view objects in the Genesys CX Insights project.	Genesys CX Insights
CX Insights Dynamic Access Restrictions	Security Filter you can use to restrict access to data based on user name, geographical location, line of business, or organizational role.	Genesys CX Insights
CX Insights Editors	Members of this groups can edit or view objects in the Genesys CX Insights project.	Genesys CX Insights
CX Insights Static Access Restrictions	Security Filter you can use you prevent members of specified user groups from viewing data for a list of objects you specify.	Genesys CX Insights
CX Insights User Administrators	Members of this group can manage users in the Genesys CX Insights project.	Genesys CX Insights
CX Insights Viewers	Members of this groups can view objects in the Genesys CX Insights project.	Genesys CX Insights
Everyone	The Everyone group provides a way for you to easily apply privileges, security role memberships, or permissions to all users. All users are automatically members of this group.	none
General Developers	Members of this group can create, edit, and view objects in any project.	all
General Editors	Members of this group can edit and view objects in any project.	all
General User Administrators	Members of this group can manage users in any project.	all
General Viewers	Members of this group can view objects in any project.	all
iWD Developers	Members of this group can create, edit, and view objects in the CX Insights for iWD project.	iWD
iWD Editors	Members of this group can edit and view objects in the CX Insights for iWD project.	iWD
iWD User Administrators	Members of this group can manage users in the CX Insights for iWD project.	iWD
iWD Viewers	Members of this group can view objects in the CX Insights for iWD project.	iWD
MicroStrategy Groups	Built-in groups that are included in all MicroStrategy deployments.	none
System Administration	Members of this group have unrestricted management capabilities.	all
Some groups provide access only to a specific project: 'CX Insights' — membership in groups with this prefix allows users to work within the Genesys CX Insights project only. 'General' — membership in groups with this prefix allows users to work in any project. 'iWD' — membership in groups with this prefix allows users to work within the iWD project only.

Permissions needed to manage other users

To manage the accounts of other users, you must be a member of one of the Administrator user groups described in the following table, which describes the types of accounts each of the Administrator types can manage, and the actions they can carry out on each.

The following table describes the permissions needed to manage users.

Table: User management capabilities

Managing Group	Administrator	General Users Administrators	CX lnsights Users Administrators	iWD Users Administrators
Managed Group
Custom	Full Control	Full Control	Full Control	Full Control
MicroStrategy Groups	Full Control	No Access	No Access	No Access
System Administrators	Full Control	No Access	No Access	No Access
Everyone	Full Control	View / Modify / Modify children	View / Modify / Modify children	View / Modify / Modify children
General Developers	Full Control	View / Modify / Modify children	No Access	No Access
General Editors	Full Control	View / Modify / Modify children	No Access	No Access
General Viewers	Full Control	View / Modify / Modify children	No Access	No Access
General Users Administrators	Full Control	View / Modify / Modify children	No Access	No Access
CX Insights Static Access Restriction	Full Control	View / Modify / Modify children	View / Modify children	No Access
CX Insights Dynamic Access Restriction	Full Control	View / Modify / Modify children	View / Modify children	No Access
CX Insights Developers	Full Control	View / Modify / Modify children	View / Modify / Modify children	No Access
CX Insights Editors	Full Control	View / Modify / Modify children	View / Modify / Modify children	No Access
CX Insights Viewers	Full Control	View / Modify / Modify children	View / Modify / Modify children	No Access
CX Insights Users Administrators	Full Control	View / Modify / Modify children	View / Modify / Modify children	No Access
iWD Developers	Full Control	View / Modify / Modify children	No Access	View / Modify / Modify children
iWD Editors	Full Control	View / Modify / Modify children	No Access	View / Modify / Modify children
iWD Viewers	Full Control	View / Modify / Modify children	No Access	View / Modify / Modify children
iWD Users Administrators	Full Control	View / Modify / Modify children	No Access	View / Modify / Modify children

Subtractive access rights

In Genesys CX Insights / Microstrategy, access rights are controlled using a subtractive model. User access rights are restricted based on group membership. If a user is a member of more than one group, then the access restrictions of the most restrictive group are enforced. For example, a user who is a member of the groups Tenant Developers and Tenant Editors, has the privileges of Tenant Editors only. For this reason, Genesys recommends that you make each user a member of exactly one Admin Group and / or one Reporting Group.

If you are accustomed to historical reporting in Genesys Interactive Insights (GI2) / Business Objects, note that GCXI uses an entirely different approach to limiting access, and while the term access restrictions in GCXI refers to access rights granted to user groups, the same term in GI2 refers to restrictions placed on objects, rows, query types, and connections in the GI2 universe.

Video: Managing users

This video describes how to manage users, including how to:

• create users
• delete users
• change users' passwords
• change users' permissions

Changing another user's password

Use the following steps to change a password for another user (for example when they have forgotten their password) or to otherwise manage an existing user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

Tip

For users who are created without membership in any group other than Everyone, only the administrator who created the user can change the user's password. New users must always be members of at least one group, other than Everyone.

1. In your web browser, open the MicroStrategy Web Administrator page:

   http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin

2. On the page that appears, select your server.
3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
4. Click User Manager.
5. Click a group of which the user is a member. A list appears, showing all the users in that group.
6. Right-click the user's name, and in the menu, click Edit.
7. In the Password field, enter the new password, and enter it again in the Confirm Password field.
8. Select User must change password at next login, and make any other changes if required.
9. Click OK.

Creating a new user

Use the following steps to create a new user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

1. In your web browser, open the MicroStrategy Web Administrator page:

   http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin

2. On the page that appears, select your server.
3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
4. Click User Manager.
5. On the menu, click Create New User.
6. Specify user information as appropriate, on each tab in the editor. If you need more information about any field, see the MicroStrategy Web Administrator Help. Be sure to:
   1. Include a Login Name, Full Name, Password, Confirm Password and other selections in accordance with your password policies (on the General tab).
   2. Assign at least one Group (on the Groups tab). By default, all users are also members of the group Everyone, but you must assign at least one group, or the new user account will not be editable by other administrators.
7. Click OK.
8. To verify that the user was created, open one of the groups to which you added the user (or open the group Everyone).

Deleting a user

Use the following steps to delete a user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

1. In your web browser, open the MicroStrategy Web Administrator page:

   http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin

2. On the page that appears, select your server.
3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
4. Click User Manager.
5. Open a group of which the user is a member, for example Everyone.
6. Hover over the user you plan to delete, and click Delete.
7. Click OK.

Important

Beginning with Genesys CX Insights release 9.0.013, the default user accounts (Developer, Editor, Viewer), are disabled by default. A new container management variable, GCXI_USERS_ENABLED=false|true, is added, which you can use to enable the default accounts.