WFM Permissions

You must have appropriate permissions to see the navigation for the Roles & Permissions feature. If your organization isn't configured for NICE CXone WFM, you won't see these permissions.

For more information, see Roles.

Scheduling

Product/Feature	Available Permissions
Schedule Manager	View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions. Manage Users can create, edit, delete, and deactivate entries for a feature or page.
Generate Schedule	View, Manage
Bidding Manager	View, Manage
Staffing Plans	View Import Users can import staffing plans created outside WFM.

Forecasting

Product/Feature	Available Permissions	Notes
Generate Forecasts	View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions. Manage Users can create, edit, delete, and deactivate entries for a feature or page.
Historical Data	View Import Users can import historical data from outside the CXone ACD. Delete Users can delete entries for a feature or page when they are no longer needed.
What If Comparison	On, Off	This permission is only available to users with the WFM Advanced license.

Product/Feature

Available Permissions

Notes

Generate Forecasts

View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

Manage Users can create, edit, delete, and deactivate entries for a feature or page.

Historical Data

View

Import Users can import historical data from outside the CXone ACD.

Delete Users can delete entries for a feature or page when they are no longer needed.

What If Comparison

On, Off

This permission is only available to users with the WFM Advanced license.

Time-Off Planning

Product/Feature	Available Permissions	Notes
Rules & Summary	View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions. Manage Users can create, edit, delete, and deactivate entries for a feature or page.	Allows users to view or manage the rules in the Approval Rules page in the WFM application. This permission is only available to users with the WFM Advanced license.

Product/Feature

Available Permissions

Notes

Rules & Summary

View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions.

Manage Users can create, edit, delete, and deactivate entries for a feature or page.

Allows users to view or manage the rules in the Approval Rules page in the WFM application.

This permission is only available to users with the WFM Advanced license.

Setup

Product/Feature	Available Permissions
ACD Activity Mapping	View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions. Manage Users can create, edit, delete, and deactivate entries for a feature or page.
Activity Codes	View, Manage
Daily, Weekly, and Rotation Rules	View, Manage
Shift Bidding Templates	View, Manage
Shift Trading	View, Manage
Seat Limits	View, Manage

My Zone

Product/Feature	Available Permissions
View Personal Schedule	On, Off
Personal Time Off Requests	On, Off
Submit Shift Bids	On, Off
Set Preferences	On, Off

General Permissions

Product/Feature	Available Permissions	Notes
Real Time Adherence	On, Off
Intraday Manager	On, Off	Controls access to the WFM Intraday Dashboard in the Dashboard application, which users must also have permission to access. The dashboard is pre-configured with four real-time WFM metrics.
Requests	View Users can see and navigate to the feature page from the menu and see the contents of the page. This is a foundation permission that may be included with higher-level permissions. Manage Users can create, edit, delete, and deactivate entries for a feature or page.
Approval Rules	View, Manage	Allows users to view or manage the rules in the Approval Rules page in the WFM application. This permission is only available to users with the WFM Advanced license.

Data Extraction APIs

Product/Feature	Available Permissions	Notes
WFM Payroll API	On, Off	Allows users to extract payroll data using the WFM Payroll API. The data can be used for external payroll reports. To learn more about CXone APIs, visit the DEVone developer site.

Product/Feature

Available Permissions

Notes

WFM Payroll API

On, Off

Allows users to extract payroll data using the WFM Payroll API. The data can be used for external payroll reports.

To learn more about CXone APIs, visit the DEVone developer site.