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In order to obtain the required fields the following steps need to be executed on Genesys Org.
- Create Custom Role
- Create an OAuth Client
- Authorize New Client
Create Custom Role
Browse to Genesys Cloud org
Click the 'Admin' button
Under People & Permissions, click on 'Roles /Permissions'
Click on the 'Add Role' button
The Role Details tab will appear
Fill in Role Details as per table below
| Field | Value | Mandatory/Optional |
|---|---|---|
| Name | Use descriptive name of the Role e.g. 'VSM Role' | Mandatory |
| Description | Enter Description of the Role e.g. 'VSM Role for Genesys' | Optional |
Once you have added a role name and description click on the 'Permissions' tab
Check the boxes for the following Permissions:
- Alerting > Alert > View
- Alerting >Rule >View
- Analytics > Conversation Detail > View
- Analytics > Data Export > View
- Analytics > Queue Observation > View
- Analytics > Speech and Text Analytics Aggregates > View
- Analytics > Tab Configurations > View
- Analytics > User Detail > View
- Analytics > User Observation > View
- Analytics > View Configurations > View
- Billing > Subscription > View
- Presence > Source > View
- Presence > userPrimarySource > View
- Routing > Queue > View
- Routing > Utilization > View
- Routing > Wrap-up Code > View
- Telephony > PCAP > View
- Telephony > Plugin > All
- Telephony > Station > All Permissions
Once you have selected the permissions click on the 'Change Membership' button at the bottom.
| Note |
|---|
The new Role needs to be assigned to a user before it becomes available for selection within the OAuth administration used later in this document. This user assignment can be removed once administration of OAuth is complete. |
The 'Change Membership for Role' window will appear
In the Search box type the username of any existing user (you can use the username of administrator making the current changes)
Check the check box next to the user then click the 'Save' button at the bottom of the form
Click the 'Save' button to save changes to the custom Role
Create an OAuth Client
Browse to Genesys Cloud org
Click the 'Admin' button
Under Integrations, click 'OAuth'
Click the 'Add Client' button
The Client Details tab appearswill appear
Fill in the Client Details as per table below
| Field | Value | Mandatory/Optional |
|---|---|---|
| App Name | Use descriptive name of the app. This name is shown when someone authorizes this OAuth client. e.g. 'Virsae Genesys' | Mandatory |
| Description | Enter Description of the APP e.g. 'VSM for Genesys' | Optional |
| Token Duration | Enter Value between 300 and 172800 Seconds, default is Accept the default value of 86400 | Mandatory |
| Grant Types | Client Credentials | Mandatory |
Click on the 'Roles
' tab, a list of roles will be shown. Scroll to find the Role created in previous steps.
Assign the custom role created in previous steps (e.g. 'VSM Role' in this guide) Change the 'IntegrationServer' role to Assigned by clicking the switch to the right. No other roles are required to be assigned.
Click on the 'Save' button then select the 'Client Details' tab
On the resulting screen copy the 'Client Details' tab you should now see a 'Client ID' and 'Client Secret', this is to detail will be used to onboard Genesys Org into VSM
Additional Details can be found here
Click on Authorized Application
, make a note of these strings for latter user.
On the left hand side navigation menu click on 'Authorized Applications'
at the top right Click on the ' Click on 
Authorize a Client' button
In the 'Client ID' field enter Enter the 'Client ID' captured during the previous steppreviously, then click on 'Authorize Client'
Click on Authorize Client
Under Scope check the following onlyAfter clicking the 'Authorise Client' button the 'Scope' options will be presented. Under 'Scope' check the following, no other items are required to be checked:
- devices:readonly
- dialog:readonly
- employee-performance:readonly
- geolocation:readonly
- license:readonly
- locations:readonly
- process-authorization:readonly
- quaity:readonly
- routing:readonly
- telephony:readonly
- users:readonly
- alerting:readonly
- analytics:readonly
- architect:readonly
- assitstants:readonly
- conversation:readonly
- messaging-platform:readonly
- presence:readonly
- user-basic-info
- stations:readonly
The App will show now approved
Once the Scope is selected click the 'Approve' button.
The state for your app will now show 'Approved'. The Genesys setup is now complete.
Remove Custom Role from User (Optional)
If you wish to remove the role assigned to the user earlier in this document follow these steps:
Browse to Genesys Cloud org
Click the 'Admin' button
Under People & Permissions, click on 'Roles /Permissions'
In the Search box type the name of the custom role created earlier ((e.g. 'VSM Role' in this guide)
Click on the 3 dots under Actions and click Change Membership
Uncheck check box next to the user
Click Save
Web Portal Configuration
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