Set up tag-based-access controls on performance evaluations

Amazon Connect enables businesses to restrict access to specific performance evaluation forms, preventing unauthorized access to evaluation form templates and completed evaluations. Businesses can provide managers access to modify or use only the evaluation form templates that are relevant to their business line or function, improving security and making it easier for managers to select the right form while completing evaluations. Additionally, both managers and agents can be restricted from viewing certain completed evaluations. For example, you can restrict agents from viewing test evaluations filled with a form template that is yet to be finalized.

You can start by tagging evaluation forms, for example "Department: New customer". When you tag an evaluation form, all subsequent evaluations filled with the evaluation form also carry the same tag. You can then enable tag-based access controls to evaluation forms and evaluations within the security profiles of users for whom you wish to restrict access to specific evaluation forms and evaluations. Once tag-based-access control on evaluation forms is enabled, users will be able to modify only specific evaluation forms on the Evaluation forms page. On Contact Search, users will only be able to search for evaluation forms for which they have access, and use the evaluation forms to start evaluations. Tag-based access control on evaluations restricts users to only able to view specific evaluations on the Contact Details page. For example, while if you are yet to finalize an automated evaluation form, you can prevent supervisors and agents from viewing evaluation results for that form.