Genesys Cloud - Beta HQ

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  • 1.  BETA: Share Dashboards with work teams and individuals

    GENESYS
    Posted 09-03-2024 15:41

    Hi everyone,

    We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

    Click here to apply for this beta!

    With this feature, dashboards will exist in one these three modes
    - Public: Anyone in the organization can view it; Owner can view and edit the dashboard
    - Private: Only the dashboard owner can view and edit the dashboard
    - Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

    Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

    This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

    Thank you and looking forward to your participation!


    #BetaAnnouncement
    #NowRecruiting

    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------


  • 2.  RE: BETA: Share Dashboards with work teams and individuals

    Posted 09-04-2024 08:43

    Hi Nikhil,

    When you say "Public: anyone can view....". Would that include users without CX licensing? Communicate or even Collaborate users? Or is it anyone with a CX permission and also the permission to view dashboards?

    Appreciate any extra information you can share.

    Thanks



    ------------------------------
    Steve Alix
    EDCi
    ------------------------------



  • 3.  RE: BETA: Share Dashboards with work teams and individuals

    GENESYS
    Posted 09-04-2024 09:35

    @Steven Alix - "Public" mode for the dashboards is the current functionality, which requires CX licensing and the view permission for the dashboards. In the above post, I highlighted all the available options to clarify that this feature adds to the existing capabilities without affecting the current functionality.

    Thanks!



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 4.  RE: BETA: Share Dashboards with work teams and individuals

    Posted 30 days ago

    Thank you for the clarity. The line "Anyone in the org" (regardless of license) can view it has been ask for a while for customers. Ideally it would be nice for a communicate user to view the dashboard with no other license consumption. (CX1/2/3 or Wallboard etc.)

    Thanks for the extra details



    ------------------------------
    Steve Alix
    EDCi
    ------------------------------



  • 5.  RE: BETA: Share Dashboards with work teams and individuals

    Top 25 Contributor
    Posted 09-04-2024 09:27

    Hi, Nikhil! 

    Thank you for this call to join new beta - looking forward to test it in our sandbox :) 

    Quick question - "Public: Anyone in the organization can view it; Owner can view and edit the dashboard", will it still respect the division settings on users/roles/group permission level?



    ------------------------------
    Ekaterina Kononova
    Product Specialist | Data, Analytics & Quality Management
    Sweden
    ------------------------------



  • 6.  RE: BETA: Share Dashboards with work teams and individuals

    GENESYS
    Posted 09-04-2024 09:37

    @Ekaterina Kononova - Yes it will still respect the division settings and require the same permissions as the current functionality. This feature is only adding a new option to share the dashboard with work teams and individuals without affecting the existing functionality of making dashboards public  or private.

    Thanks,



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 7.  RE: BETA: Share Dashboards with work teams and individuals

    GENESYS
    Posted 10 days ago
    Edited by Nikhil Ponnam 10 days ago

    Thank you all for your patience in waiting for this feature. We originally planned to release this the week of September 30, but due to unexpected challenges, we need to push back the release by 2 weeks. We understand the importance of this feature to your organization and we are working hard to deliver it as quickly as possible. I apologize for the delay, and we greatly appreciate your patience as we work through the final stages of this feature's development. Please let me know if you have any questions.



    ------------------------------
    Nikhil Ponnam
    Principal Product Manager, Genesys Cloud CX
    ------------------------------



  • 8.  RE: BETA: Share Dashboards with work teams and individuals

    Posted 3 days ago

    Is there any plans to allow owners to add additional users as owners of dashboards so others can edit them? Or add a selectable option that anyone shared with can also edit the dashboards.



    ------------------------------
    Michael Ball
    Smart Service Queensland
    ------------------------------



  • 9.  RE: BETA: Share Dashboards with work teams and individuals

    Posted 3 days ago

    I think you are looking at one of these ideas and a couple are upcoming development.  So looks good. 

    Add Multiple Owners to a Published | Genesys Cloud Ideas Portal (aha.io)

    Allow admins to change the owner of the | Genesys Cloud Ideas Portal (aha.io)

    Owners allow specified others to | Genesys Cloud Ideas Portal (aha.io)

    Allow admin to edit any dashboard within | Genesys Cloud Ideas Portal (aha.io) 



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 10.  RE: BETA: Share Dashboards with work teams and individuals

    Posted 3 days ago

    Thanks for the quick response Robert. I've now voted on those ideas and will keep a close eye on their progress.



    ------------------------------
    Michael Ball
    Smart Service Queensland
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