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

To manage the accounts of other users, you must be a member of one of the three Administrator user groups:

• Genesys Super Administrator
• Genesys Administrator
• Tenant Administrator

The table User management capabilities shows the types of accounts each of the three administrator types can manage, and the actions they can carry out on each.

Table: User management capabilities

	Genesys Super Administrators	Genesys Administrators	Tenant Administrators	CX Insights Developers / Editors / Viewers	Tenant Developers / Editors / Viewers	CX Insights access restrictions	CX Insights custom access restrictions
Genesys Super Administrators	Full Control (Create, Read, Update, Delete users, and delete groups)	Full Control (Create, Read, Update, Delete users, and delete groups)	Full Control (Create, Read, Update, Delete users, and delete groups)	Full Control (Create, Read, Update, Delete users, and delete groups)	Full Control (Create, Read, Update, Delete users, and delete groups)	Full Control (Create, Read, Update, Delete users, and delete groups)	Full Control (Create, Read, Update, Delete users, and delete groups)
Genesys Administrators	—	Create, Read, Update, Delete users	Create, Read, Update, Delete users	Read only	Create, Read, Update, Delete users	Create, Read, Update, Delete users	Create, Read, Update, Delete users
Tenant Administrators	—	Create, Read, Update, Delete users	Create, Read, Update, Delete users	Read only	Create, Read, Update, Delete users	Read only	Read only

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 groups listed in the table Default user groups. If you require permissions different from those assigned to the predefined groups, Genesys recommends that you do not modify privileges for the predefined user groups, as these user groups are overwritten during upgrades. Instead, create custom groups by duplicating the user group you wish to modify, and edit the duplicate.

Table: Default user groups

User Group	Permissions
Genesys CX Insights report developers	Can create reports in Web Intelligence from scratch, delete them, and edit and view their underlying SQL. Report developers can also schedule reports for later running and distribution and save them in other formats, such as PDF and Microsoft Office Excel.
Genesys CX Insights report editors	Can modify existing reports and copy them in order to create new reports. However, they cannot create new reports within the CX Insights Project in any other manner. Report editors can also schedule reports and save results in other formats.
Genesys CX Insights report viewers	Can specify values at the user prompts when they run the reports, view report results, and modify reports—however they cannot save the modifications. Report viewers can also schedule reports and save results in different formats.
Tenant report developers	Can create reports in Web Intelligence from scratch, delete them, and edit and view their underlying SQL. Report developers can also schedule reports for later running and distribution and save them in other formats, such as PDF and Microsoft Office Excel.
Tenant report editors	Can modify existing reports and copy them in order to create new reports. However, they cannot create new reports within the CX Insights Project in any other manner. Report editors can also schedule reports and save results in other formats.
Tenant report viewers	Can specify values at the user prompts when they run the reports, view report results, and modify reports—however they cannot save the modifications. Report viewers can also schedule reports and save results in different formats.
Genesys CX Insights access restrictions	Can see only certain data. Users within this group have their access to data restricted based on geography, line of business, or organizational role. Because this group is a child of the "CX Insights access restrictions" group, users in this group inherit combined capabilities and restrictions from both groups.
Genesys CX Insights custom access restrictions	Can see only certain data. Similar to the group CX Insights custom access restrictions, with the added capability to block access to specific data, such as system objects.
Everyone	This 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.
MicroStrategy Groups	Built-in groups that are included in all MicroStrategy deployments.

Each group can contain users, or other groups.

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.

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.
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.