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Profile precedence permissions

Answer ID 4588 | Last Review Date 10/14/2019

How do I determine what profile permissions take precedence?

Environment:

Profiles/Staff Accounts
Oracle B2C Service

Resolution:

If a user profile has the "Profiles" checkbox checked (under the "Administration" tab) then all profiles will be available for selection from the profile drop-down menu.

However, if the "Profile" option is not checked the product makes the following checks in the following order when calculating which profiles will be visible for selection:

1. Does the user's profile have (at least) every global permission that the target profile has?

2. Does the user's profile have (at least) every CSS permission that the target profile has? (except "Assignment - Appears in menus")

3. Does the user's profile have (at least) every MA permission that the target profile has? (except "Assignment - Appears in menus")

4. Does the user's profile have (at least) every SA permission that the target profile has? (except "Assignment - Appears in menus")

where:

Global Permissions = the following permissions granted to this profile

a. On the Administration tab: CP Promote, CP Stage, CP Edit, Broadcast, Notification, and Scripting

b. On the Task tab: Read, Add, Edit, Delete, and BOTH Thread options

CSS Permissions = the permissions granted to this profile on the Service tab of the profile

MA Permissions = the permissions granted to this profile on the Outreach tab of the profile

SA Permissions = the permissions granted to this profile on the Feedback tab of the profile

IMPORTANT: If the answer to ANY of these is no, then the target profile is left off of the available profiles list.

As an example, if a managers profile (i.e. called "Manager") does not have chat configured then a manager using that profile will not be able to assign a staff account to a profile that has chat configured (i.e. called "Agent - Chat") because the CSS Permissions for the "Agent - Chat" profile will be greater than the CSS Permissions of the "Manager" profile.

More information on profile permissions is available in Answer 768: Profile Permissions.

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How do I determine what profile permissions take precedence?

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