Introduction

These instructions are to be used to complete the necessary configuration of the Genesys Cloud instance required to allow the Customer Science Group Genesys Adapter to extract the required analytical data from your dedicated Genesys Cloud instance.

The adapter requires a large number of view permissions; due to this, the method has been factored to allow permissions to be added automatically.

This guide is intended for your Genesys Cloud Administrator and requires admin privileges within Genesys Cloud to perform each task. This integration will require a unique OAuth ID / Secret pair to be generated in the Genesys Cloud administration console.

After completing the configuration, you will be required to complete a table of information and email the contents of this table to the Customer Science Group team for final provisioning.

1. Log into Genesys Cloud as an administrator account.
2. Create Genesys Cloud Role as follows:

   Name	Customer Science_Genesys Cloud Integration
   Permissions	Authorization > Role > View
   	Authorization > Role > Edit
   	OAuth > Client > View

3. Add yourself to the role.
4. If you have an existing Genesys Adapter OAuth client, update it to include the new role.
5. Otherwise, create a new Genesys Cloud OAuth client:

   This step is to create a Genesys Cloud OAuth client with the Client Credentials grant type, and link it to the role created in Step 2.

   Help article: Create an OAuth client

6. Share details with Customer Science Group:

   Email template