Assigning Q-assign Licenses & Permission Sets to Users
Assign Q-assign License to Users
Once the application has been installed you have to assign Q-assign license to the users who will use the application.
Go to Setup | App Setup | Deploy | Installed Packages
Then find Ortoo Q-assign and click on “Manage Licenses" (If you don't see 'Manage Licenses', you probably don't have permission. Please contact your System Administrator)
It will open a list of users that are already assigned the Q-assign license in your Org. If you want to add some new user not listing here, then proceed further
Click on Add Users
It will show you a list of all the Users in your org that do not have Q-assign license assigned to them
Select/Check the User you want to assign Q-assign license
Click Add at the end
The new user will be added to Q-assign licensed users
Once you are done with assigning the Licenses, you need to assign your Users appropriate permissions to access Q-assign tabs. Please see the following steps to understand how to assign Q-assign Permissions Sets and details of the level of access in each Permission Set.
Assign Q-assign Permission Sets to Users
Q-assign provides permission sets so that appropriate levels of access to Q-assign features can easily be provided to users.
To assign these permissions to users:
Go to Setup | Administration Setup | Manage users |Users
Select the user you want to set the permission for
On the User detail page there is a section Permission set Assignment. Click on Edit Assignments as shown in the figure below:
There are three types of permission sets in Q-assign, as follows:
Q-assign User
Q-assign User can change the status of availability of his/her own User.
This user has access to the following tabs:
QA User Status - can change the Availability status and can pull records via the 'Pull' button
QA About - can see the About tab
Note: Q-assign User cannot perform 'Enable/Disable' action for their availability in any assignment group in the availability widget.
Q-assign Manager
Q-assign Manager has following rights/privileges in addition to all the rights of Q-assign User:
QA Assignment Groups
Can view Assignment Group settings but can't edit
Can add Users and Queues or Deleted/Disabled in the Assignment Group - Group Members section
Can't edit/delete/create new or Clone an Assignment Group
Can't edit the 'Member Matching Rules' and 'Action Rules'
Can edit the ‘Member Level Settings’ under the 'Group Members' section
QA Control Panel
Can't start/stop 'Global Scheduler Master Switch' and 'Scheduler'
Can't set the 'Schedule Frequency (Minutes)'
Can't edit the 'General Notifications Email Address' and ' Email Address'
Can't check/uncheck the 'Notify Ortoo Support of errors' checkbox
Can't reset the 'Watcher' or 'Manager'
Can't enabled/disabled the 'Safe Mode'
QA Unreviewed Assignments - can list and re-assign the records
QA Analytics - can see all data views
QA User Status
Can see the Assignment Group Membership Status of other Users
Can disable/enable Assignment Groups for other Users
Can uncheck/check 'Available for Q-assign' for other Users
Can see the 'Logged-In' status of other Users
Q-assign Administrator
This user has full access to all the aspects of Q-assign.
Email Address'