Turn off Data Explorer

If your organization has transitioned to Insights and is ready to remove Data Explorer before Provider automatically decommissions it, follow the steps below.

Prerequisites

To turn off Data Explorer for Call Recording, QM, Analytics, and Classic WFM users, you have the Administer Roles permission.
To turn off Data Explorer for WFM users, you have the Web > Permissions permission.

Page location

Various. See the procedures below for page locations.

Procedures

If your organization has both WFM and QM, complete both of the procedures below to turn off Data Explorer.

Turn off Data Explorer for Call Recording, QM, Analytics, and Classic WFM users

Go to Application Management > Global > User Configuration > Roles.
In the Permissions table, clear the check boxes for the following permissions for each role:
- In the Dashboards section:
  - View QM Dashboard
  - Administer Dashboards
  - View WFM Dashboard
- In the Reporting section:
  - Advanced Reporting API
  - Data Explorer
  - Content Creation
  - Content Publishing
- In the Data Management section: Clear all the permissions in this section.
Click Save. When users next log in, they will land on the first page in the top menu (from left to right) that they have permission to access. For most people, this is the Interactions page. They will not see Data Explorer in the top menu.

Turn off Data Explorer for WFM users

Go to WFM > Permissions.
In the Roles list, select a role.
Clear the following permissions:
- Data Explorer and the permissions underneath it: Content creation and Content publishing
- Home Page
Repeat steps 2 and 3 for all roles. Workforce Optimization automatically saves your changes. When users next log in, they will land on the first page in the top menu (from left to right) that they have permission to access. They will not see Data Explorer in the top menu.

NOTE You cannot remove any permissions from the Super Administrator role. This role is built into WFM and cannot be edited.