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  • 1.  Restrict agent from seeing / hearing any call recording/screen recording

    Posted 10 days ago

    We are trying to restrict our agent from being able to hear/view recordings...event their own.  We have found that if a link is shared with an agent there is no setting to keep them from viewing....is this true?


    #QualityManagement

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    Clayton Curtis
    Enova Online Services, Inc.
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  • 2.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    Posted 10 days ago

    Hi Clayton, 

    Yes, but have details:

    https://help.mypurecloud.com/articles/grant-agents-access-to-their-own-interactions-and-recordings/

    Genesys recommends that you grant the agent access to the My Interactions view. To do this grant the agent the permissions listed in the prerequisites section of the My Interactions view article. If these permissions are not granted to the agent, the agent will require the Interaction Details view URL to access the recordings. This URL is typically provided when a Quality Evaluation is evaluated and released for the specific interaction. Alternatively, the URL can be obtained through external means (for example, retrieved from a CRM system or case-tracking system).

    Att,



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    Breno Canyggia Ferreira Marreco
    https://www.linkedin.com/in/brenocfm-40b62182/
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  • 3.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    Posted 10 days ago

    Thanks for the info...This is good and helps understand but is there any way to restrict agent from viewing even if they have the link.  Basically we never want an agent to see / hear a recording.  PCI / CC info are in the call recordings and we want them restricted from ever viewing old recordings.



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    Clayton Curtis
    Enova Online Services, Inc.
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  • 4.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    Posted 7 days ago

    Clayton,

    So this is too late for existing recordings, but moving forward I highly recommend not recording this information in the first place (Secure Pause) or even collecting it without the Agent's participation (Secure Flow). This can address a lot of concerns surrounding Agents "skimming" information, or recordings accidentally falling into the "wrong hands" so to speak.

    This kind of thing as often about risk reduction and by taking the collection of CC / PCI data away from the agent / recording, you substantially reduce your exposure to this risk.

    HTH



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    Paul Simpson
    Views expressed are my own and do not necessarily reflect those of my employer.
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  • 5.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    Posted 7 days ago

    You can also enable PCI redaction, its not fool proof but works most of the time, this removes the card number from the recording and the transcript if you have it enabled.  You can restrict this so that an admin can see or hear it



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    Andy Jackson
    Ten Lifestyle Management Limited
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  • 6.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    Posted 6 days ago

    yeah, the problem is, they can still see the screen recording which has cc info.  We are working on long term solution, but short term was restricting access to view any recording (even if a link sent to them)



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    Clayton Curtis
    Enova Online Services, Inc.
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  • 7.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    Posted 6 days ago

    We went for Pauseable which works well.  We created secure pause buttons with a timer on the data script but any time there is a need for a human to do something generally they don't



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    Andy Jackson
    Ten Lifestyle Management Limited
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  • 8.  RE: Restrict agent from seeing / hearing any call recording/screen recording

    GENESYS
    Posted 10 days ago

    The key permissions here are Recording > Recording > View, and Recording > Recording Segment> View.  If you don't want your agents see recordings at all, you need to ensure that these permissions are not granted to them.  Even if a link (I assume, Interaction Details page) is provided them, they won't see any recordings in there.



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    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
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