Syncing Users
- 07 Nov 2023
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Syncing Users
- Updated on 07 Nov 2023
- 1 Minute to read
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- PDF
Article Summary
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Genesys Cloud polling allows Mindful Feedback to automatically create user profiles based on the Genesys Cloud profiles involved in polled conversations. This article describes the steps required to set up automatic syncing of Genesys Cloud users.
NOTE
- When polling is enabled, Feedback will poll for new users, new user groups, and changes to existing user groups once per hour.
- When syncing Genesys Cloud users, "business users" are treated the same as agents.
To learn more about user management in Mindful Feedback, see Adding Users.
Syncing Genesys Cloud Users
Use the following steps to set up automatic syncing of Genesys Cloud users into Mindful Feedback.
Quick access: Settings > Customer Settings > Integrations > Genesys Cloud > Configure Genesys Cloud > Configure Polling tab
- In the Configure Polling tab, click the toggle switch to enable Genesys Cloud polling and syncing.
- In the Agent Syncing tab, click the toggle switch to enable automatic syncing of Genesys Cloud users.
- (Optional) If synced agents need to access the Mindful Feedback user interface (outside of the Genesys Cloud website), select the Send password reset email when a new user is synced checkbox. This will provide synced users with an opportunity to set a password to log in to their Mindful account.
Troubleshooting
If agents are not synced from Genesys Cloud as expected, it is possible that their accounts do not have the required permissions configured in Genesys Cloud. Check to ensure that any required users have "All Permissions" enabled for the Mindful Feedback integration, as seen in the example below:
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