Getting Started #

This article provides instructions for managing Groups in ISI Analytics. Before you begin, please ensure you have the following:

• Admin credentials to login to ISI Analytics
• Tenant has the plan Professional, Enterprise, or Classic. 

Managing Groups #

1. Login to ISI Analytics
2. Navigate to Users from the navigation menu
3. Navigate to the Groups tab
4. The list of Groups includes the following information
   1. Name: The name of the Group
   2. Number of Users: The number of Users in the group
   3. Action: 
      1. Edit Group (pencil)
      2. Delete Group (pencil)
         1. Groups with at least 1 users cannot be deleted. 
5. To add a new group, click + New Group. Details on editing a Group can be found below. 

Editing a Group #

• Name: The name of the Group
• Standard Data Access: 
  • All Data: Users in the Group have access to all Standard Data.
  • Specific Data: Users in the Group have access to the assigned data. Adds the Standard Data Access tab. More details on the options can be found here. 
  • No Data: Users in the Group have access to no Standard Data
• Queue Data Access:
  • All Queues: Users in the group have access to all Queues
  • Specific Queues: Assigns access to specific Queues
    • Use the checkboxes to assign access to a Queue
    • Show only selected will filter the list to show only the queues the user has access to
  • No Queues: Users in the Group have access to no Queues
• Contact Center Data Access:
  • All Queues: Users in the group have access to all Contact Center Queues
  • Specific Queues: Assigns access to specific Contact Center Queues
    • Use the checkboxes to assign access to a Contact Center Queue
    • Show only selected will filter the list to show only the queues the user has access to
  • No Queues: Users in the Group have access to no Contact Center Queues