Platform Setup and Roles Management

Basic Configuration, Roles Management, App Settings, Configurations, and Integrations

J +2

30 articles in this collection
Written by Ariel Cordiviola, Camilo Valencia, Jennifer Waite and 2 others

Platform Setup

Quality Assurance at a Glance

Requirements and Navigation Overview

Written by Jana Debusk
Updated over a week ago

Basic Configuration Step 1: Adding Users

Add users to start setting up Playvox

Written by Jana Debusk
Updated over a week ago

Basic Configuration Step 2: Managing Users

Configure users to keep this Quality party going! Learn how to manage, activate/deactivate users, and invite users to register.

Written by Jana Debusk
Updated over a week ago

Basic Configuration Step 3: Creating and Managing Teams

Create Teams and Assign Users to Teams

Written by Jana Debusk
Updated over a week ago

Roles Management

Set Access Rights Using Roles Management

Managing User Roles Features, existing roles and its permissions and assigned users

Written by Jana Debusk
Updated over a week ago

Create, Customize and Change User Roles

A guide to Managing User Roles

Written by Jana Debusk
Updated over a week ago

Peer Reviews in Playvox

How to create and perform Peer Reviews

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Overview

Control user access based on permissions

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Essentials

A complete list of permissions you can set for Playvox's Essentials Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Quality

A complete list of permissions you can set for Playvox's Quality Modules.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Performance

A complete list of permissions you can set for Playvox's Performance Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Learning Legacy

A complete list of permissions you can set for Playvox's Learning Legacy Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Recommendations (Coaching)

A complete list of permissions you can set for Playvox's Recommendations based on the Coaching Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: VoC

A complete list of permissions you can set for Playvox's VoC Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Learning

A complete list of permissions you can set for Playvox's Learning Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Community

A complete list of permissions you can set for Playvox's Community Module.

Written by Jana Debusk
Updated over a week ago

Module Permissions Settings: Insights

A complete list of permissions you can set for Playvox's Insights Module

Written by Jana Debusk
Updated over a week ago

Duplicate Users on Multiple Sites

Learn how to duplicate users and maximize the value of your Playvox licenses

Written by Jennifer Waite
Updated over a week ago

App Settings

Quality Settings

Edit and create filters, adjust general settings, create categories, and view disputes

Written by Jana Debusk
Updated over a week ago

Configurations

Configure User Provisioning using SCIM with Okta

This article describes how to setup user provisioning having Okta as your identity provider.

Written by Siobhan Miller
Updated over a week ago

How to Configure Single Sign On (SSO) using SAML 2.0

How to set up SAML based login for you Playvox sites

Written by Siobhan Miller
Updated over a week ago

How to configure SAML 2.0 SSO with Microsoft Active Directory Federation Services (AD FS)

Here's how you can configure ADFS SAML SSO for your Playvox users.

Written by Siobhan Miller
Updated over a week ago

Configure User Provisioning using SCIM with OneLogin

This article describes how to setup user provisioning having OneLogin as your identity provider.

Written by Siobhan Miller
Updated over a week ago

Configure User Provisioning using SCIM with Microsoft Active Directory Federation Services (AD FS)

This article describes how to setup user provisioning having AD FS as your identity provider.

Written by Siobhan Miller
Updated over a week ago

Other

Exporting Evaluations and Calibrations to a CSV file

Learn about the new Export Center feature

Written by Jennifer Waite
Updated over a week ago

Rocket Module

This article provides an overview of the new features in the Rocket Module.

Written by Jennifer Waite
Updated over a week ago

Audit Logs

Learn how to view all kinds of events in the audit logs

Written by Jennifer Waite
Updated over a week ago

Interactions settings

This article provides an overview of the Interactions feature. Interactions control the display of fields connectors for an integration.

Written by Jennifer Waite
Updated over a week ago

Concurrent Sessions

Learn all about how concurrent sessions work in Playvox.

Written by Ariel Cordiviola
Updated over a week ago

Creating customer interaction filters

Learn how to create filters for customer interactions.

Written by Camilo Valencia
Updated over a week ago