Business Admin Portal Profiles¶

Overview¶

Business Admin Portal profiles (Disabled, default, Read Only, or Full Access) are assigned to user roles via the Business Admin Portal custom interface type (InterfaceBusinessAdminPortal), and define the level of access a user has to the following functionality in the Business Admin Portal.

Features (menus)
MACDs/Day 2 functionality
Dashboard widgets, such as charts

The table describes the predefined Business Admin Portal profiles that ship with InterfaceBusinessAdminPortal:

Profile	Description
`Disabled`	A user role with this profile is unable to access the Business Admin Portal.
`default`	This profile is applied by default to new user roles, at the user’s hierarchy level or the first level up. System-level administrators can clone this profile down the hierarchy and modify it to create custom default profiles for the Business Admin Portal interface type. A user role associated with the `default` profile: Has access to the Admin Portal: Allow switch to Admin mode is enabled. An icon shows in the upper Business Admin Portal interface toolbar to allow switching. If users should not have access, this profile can be cloned to the appropriate hierarchy and the setting can be disabled. Has no access to the following Business Admin Portal menus: Site management Tools Has view access (read-only) to data from other Business Admin Portal menus, including example model counts and charts.
`Read Only`	The profile applied by default to all operator administrator user roles, with the same permissions as the `default` profile: No access to the following Business Admin Portal menus: Site management Tools Read-only access (view) to data from other Business Admin Portal menus, including example model counts and charts.
`Full Access`	This profile is applied by default to the provider admin role for new installations. User roles assigned with this profile have have full access to all Business Admin Portal menus and features.
`MicrosoftOnlyBAP`	This profile is included in the user role `MicrosoftOnlyRole`, which is used to provide a Microsoft-only GUI experience in a Microsoft-only, single vendor environment. See Add and Edit Roles in the Core Feature Guide for more information around adding and assigning this role. This Business Admin Portal profile also ships with a field display policy for a Microsoft-only GUI.

Note

When upgrading to Release 19.1.2 or higher, only the roles at the sys.hcs level are updated.

Business Admin Portal Profiles and Field Display Policies¶

The default Business Admin Portal profile is associated with the following field display (FDP) policies:

BusinessAdminPhoneFDP
BusinessAdminLineFDP
BusinessAdminVoicemailFDP
BusinessAdminWebexTeamsUserFDP
BusinessAdminUccxAgentFDP
BusinessAdminUccxTeamFDP
BusinessAdminUccxContactServiceQueueFDP
BusinessAdminHuntGroupFDP
BusinessAdminCallPickupGroupFDP

These FDPs can be cloned and edited to create new customized FDPs. Or you can create completely new FDPs for the Business Admin Portal profile.

Multi Vendor and Business Admin Portal Profiles¶

The default FDP for multi vendor scenarios (MultiVendorFDP) is not associated with any Business Admin Portal profiles by default. You will need to manually enable multi-vendor for any of the Business Admin Portal profiles, which will then use the multi-vendor FDP.

To enable multi vendor for a Business Admin Portal profile:

Log in to the Admin Portal as a provider administrator (or higher).
Go to (default menus) Customizations > Business Admin Portal Profiles.
Click on the relevant profile to open the editing screen.
Clone the profile to create a new custom Business Admin Portal profile.
On the Subscribers tab, select Enable Multi Vendor.
Save the profile. Allowed features will now be determined via the multi vendor FDP.

Microsoft-Only Business Admin Portal Profile¶

VOSS Automate ships with a Microsoft-only Business Admin Portal profile (MicrosoftOnlyBAP), which is included in the MicrosoftOnlyRole, a Microsoft-only user role that provides a Microsoft-only GUI experience suited to a Microsoft-only (single-vendor) environment where you wish to hide functionality related to vendors other than Microsoft.

For more information around MicrosoftOnlyRole, see Add and Edit Roles in the Core Feature Guide.

Add a Business Admin Portal Profile¶

This procedure adds a new Business Admin Portal profile.

Log in to the Admin Portal as a Provider administrator (or higher).
Go to (default menu) Customizations > Business Admin Portal Profiles.
Click on an existing Business Admin Portal profile to open its editing screen:
- If you’re using the VOSS Automate legacy Admin GUI, click Actions > Clone.
- If you’re using the new VOSS Automate Admin Portal, click the toolbar Clone icon.
Configure options on the Details tab of the Business Admin Portal profile:

Note

This is the Base tab in the legacy Admin GUI.
1. Define a new name, and a description.
2. Select Enable Business Admin to display the Dashboard tab.
3. Select or clear the relevant checkboxes to enable access to menus and other functionality in the Business Admin Portal for this profile. The rest of the tabs on this form are hidden or display depending on whether the relevant checkbox is selected on this tab.
4. To add custom features to the Quick Actions card for a feature, click the Plus icon (+) in Custom Features; then, configure the custom feature:
5. Select an icon and an icon title.
6. From the Feature Area drop-down, select the feature, for example, Extension Mobility, or Phones.
7. From the Type drop-down, choose a model type.
  
  Note
  
  Similar to menu layout configuration, you’ll need to set up additional configuration associated with the model type. The model type must be exposed in the user’s access profile, if the custom interface type is associated with a user.
8. Choose a field display policy, and a configuration template.
9. Click OK.
Configure options on the Dashboard tab of the Business Admin Portal profile:
1. Enter a title for the dashboard.
2. Optionally, select a landing page. When selecting a landing page, the header and line text details on the landing page Welcome Header tab display. See Create a Landing page in the Core Feature Guide.
3. To select MACDs the admin will have access to on the dashboard, move options from the Available transfer box to the Selected transfer box.
On each feature tab you enabled via the Details tab, move required options from the Available transfer box to the Selected box to enable these features on the relevant dashboard.
On the Miscellaneous tab, configure functionality and display options for the Business Admin Portal:
1. In Display About Information, define whether to show or hide the Settings > About menu.
2. To display the Export action on the lists and forms, enable Allow Data Export; else, clear the field (disable).
3. To display options such as Replay and Cancel on the transaction instances and the list view, enable Transaction Log Actions; else, clear the field (disable).
4. To display options for showing and hiding selected information on the transaction when viewing a transaction instance, such as logs and sub-transactions, enable Transaction Log Display Fields; else, clear the field (disable).
On the Subscribers tab, configure functionality available on subscriber dashboards. Available options are defined via the User Details Display Policy you choose.
- To enable multi vendor, select Enable Multi Vendor. The multi vendor subscriber field display policy (default name: MultiVendorFDP) is applied. To change any fields and available functionality, edit MultiVendorFDP, via (default menus) Customizations > Field Display Policies.
- To disable multi vendor, clear the Enable Multi Vendor checkbox. In this case, the Subscribers landing page will now display a count card for both subscribers (total number of provisioned users) and for end users (total number of end users).
Save the profile.

A provider level admin can assign the new profile and the InterfaceBusinessAdminPortal interface type when adding or updating a user role.

VOSS Automate 21.3