Brightmetrics Install Guide for Genesys Cloud - Manual

If you want or need to skip the automatic setup for Genesys Cloud — in which Brightmetrics creates the role and OAuth application necessary for reporting connectivity — the setup steps can be performed manually.

Step 1: Create a Brightmetrics role

Go to the Admin area in Genesys Cloud. In the People & Permissions section, choose Roles / Permissions, then click Add Role.

Give the role a name — "Brightmetrics Reporting" for example:

Click the Permissions tab to assign permissions to the role. The list below reflects the read-only permissions created during automatic setup. If you want to set up Brightmetrics quickly and are not concerned about granting more permissions than necessary, you can choose "All Permissions" at the top level of each functional area (e.g. "analytics > All Permissions").

alerting > alert > View
analytics > conversationAggregate > View
analytics > conversationDetail > View
analytics > dashboardConfigurations > View
analytics > evaluationAggregate > View
analytics > flowAggregate > View
analytics > insightConfigurations > View
analytics > queueObservation > View
analytics > userAggregate > View
analytics > userDetail > View
analytics > userObservation > View
analytics > viewConfigurations > View
Architect > datatable > View
Architect > flow > View
Architect > systemPrompt > View
attributes > attribute > View
authorization > division > View
authorization > grant > View
authorization > role > View
Billing > Subscription > View
Conversation > Communication > View
Directory > User > View
Directory > userProfile > View
externalContacts > contact > View
externalContacts > externalOrganization > View
OAuth > Client > View
Outbound > attemptLimits > View
Outbound > Audit > View
Outbound > Callable Time Set > View
Outbound > Campaign Sequence > View
Outbound > Campaign > View
Outbound > campaignRule > View
Outbound > Contact List > View
Outbound > Contact > View
Outbound > contactListFilter > View
Outbound > DNC List > View
Outbound > DNC > View
Outbound > eventLog > View
Outbound > Response Set > View
Outbound > Rule Set > View
Outbound > Schedule > View
Outbound > settings > View
Outbound > Wrap Up Code Mapping > View
*Quality > Calibration > View
*Quality > Evaluation Form > View
*Quality > Evaluation > View
Routing > Queue > View
Routing > Skill > Manage
Routing > utilization > View
Routing > Wrap-up Code > View
Telephony > Plugin > all
*Workforce Management > Activity Code > View
*Workforce Management > Agent Schedule > View
*Workforce Management > Agent > View
*Workforce Management > Management Unit > Search
*Workforce Management > Management Unit > View
*Workforce Management > Published Schedule > View
*Workforce Management > Schedule > View

Click Save to complete creating the role. You will need to assign this role to yourself before proceeding to the next step — you can do this either from Change Membership on the role itself, or by finding your user profile in the People list and enabling the role.

Step 2: Create an OAuth client

Return to the Admin area and in the Integrations section choose OAuth.

Click the Add Client button.

In the Client Details tab, give the application a name — "Brightmetrics" — and under Grant Types choose Client Credentials.

From the Roles tab, assign the role you created in Step 1 (you must have assigned it to yourself first, as noted above).

Click Save. You will be returned to the Client Details tab with the Client ID and Client Secret now populated. Copy and paste these into the corresponding fields in the Data Source configuration within Brightmetrics.

You can remove the reporting role from yourself at this point — it is only required for the OAuth application setup.

Step 3: Find your organization identifier

The last piece of information needed for configuration in Brightmetrics is the organization identifier (the "short name"). You may already know it from the Genesys Cloud login page, but if not you can find it under Organization Settings in the Account Settings section of the Admin page.

Questions or feedback? Email us at support@brightmetrics.com.