Interviewer - Server Admin > User administration
 
User administration
The user administration features enable you to:
set up and maintain customer accounts for UNICOM Intelligence Interviewer - Server Admin users
set up and maintain user groups (known as roles in UNICOM Intelligence Interviewer - Server Admin)
specify access rights to projects, case data, and activity features for different customer accounts, users, and roles.
All information about projects, activity features, and access rights is stored as properties in the Distributed Property Management system (DPM). User Administration displays this information using a tree structure similar to that of Windows Explorer and provides a flexible method of changing and adding information.
Notes
To use User Administration, you must be authorized in UNICOM Intelligence Interviewer - Server Admin to use it. For more information, see Who can run User Administration.
DPM can support up to 5000 users before any noticeable loss in performance.
Special roles
When UNICOM Intelligence Interviewer - Server Admin is installed, the following special roles are created:
Analyst
This role is for UNICOM Intelligence Author users and allows analysts to define the way each question should be reported (change the analysis context) but not add or remove questions. The role provides access to the following Author activity features:
Can save edited questionnaire file to server
Can edit labels
Can edit base language
Can manage context
Can edit Analysis context
Can view routing
Can view question properties
Can view advanced properties
Can view custom properties
Can edit translator notes
Can run Auto Answer
Files
CATIinterviewer
This role is for CATI Interviewers and is set up to give access only to UNICOM Intelligence Interviewer - Server Admin (excluding the "Allow unlock project" feature) and the Phone Participants activity (excluding the "Can set up interviewer stations" feature). You must make your interviewers members of this role if you want UNICOM Intelligence Interviewer - Server Admin to take interviewer qualifications into account when assigning calls to interviewers.
In order to use the Appointment tab options in the Phone Survey activity, you must first assign one time zone and one appointment schedule to at least one applicable user.
CATIsupervisor
This role is for CATI supervisors and is set up to provide access to the following activities:
UNICOM Intelligence Interviewer - Server Admin (excluding the "Allow unlock project" feature)
Interviewer Monitoring (including the "Can set up supervisor stations" feature)
Dialer Administration
View Survey Link
Launch (excluding the "Allow upload/edit sample script" and "Allow access via UNICOM Intelligence Interviewer - Server Admin" features)
Participants (including all features except "Can create databases" and "Can delete participants" 1)
Email
Interviewing Options (including all features except "Can edit fields", "Can edit call outcomes", and "Can delete call outcomes")
Quotas (including only the "Allow editing quota targets, completes, and prioritization" and "Allow editing quota targets" features)
Phone Participants (including the "Can set up interviewer stations" feature)
Export Data
Survey Results
Status
Phone (including only the "Can view all interviewers' data" feature)
CustomerAccountAdmins
This is an administration role for administering customer accounts. Anyone who is part of this group has unlimited access to all users, roles, projects, activities, and activity features for their defined customer accounts.
DPMAdmins
This is an administration role and the user named as the DPM administrator during installation is made a member of this group. Anyone who is part of this group has unlimited access to all projects, activities, and activity features.
FieldInterviewer
This role is for personal interviewers. No UNICOM Intelligence Interviewer - Server Admin activities are assigned to this role; the role is provided to support project assignment.
FieldManager
This role is for personal supervisors. It provides access to the following activities:
Export Data activity feature: Can change data link connection properties
UNICOM Intelligence Interviewer - Server Admin activity feature: No choice, no action
Interviewing Options activity features: Can delete contact outcomes, Can edit contact outcomes, Can edit fields, Can edit personal interview settings, Can view contact outcomes, Can view fields, Can view personal interview settings
Participants activity features: All features except Can create databases and Can delete participants
Interviewing activity feature: Can view all interviewers’ data
Quota activity features: All features
Review Interviews activity features: All except Can set up supervisor stations
User Administration activity features: Can assign activity, Can assign project, Can assign role, Can remove user, Can unassign activity, Can unassign project, Can unassign role
ProjectManager
This role is for UNICOM Intelligence Author users and allows project managers to run surveys at any time. Project managers cannot add or change any survey element. The role provides access to the following Author activity features:
Can activate in test mode
Can view advanced activation settings
Can view routing
Can view question properties
Can view advanced properties
Can view custom properties
Can run Auto Answer
Email
Files
Export Data activity feature: Can change data link connection properties
SampleManager
This role is for UNICOM Intelligence Author users and allows sample managers to create and upload samples to UNICOM Intelligence Interviewer - Server Admin. The role provides access to the following Author activity features:
Can activate in test mode
Can activate in go-live mode
Can edit advanced activation settings
Can view advanced activation settings
Can upload participants
Allow user download accessories
SurveyCreator
This role is for UNICOM Intelligence Author users and allows survey creators to create surveys using a combination of library items and new questions. Library items can be added to the survey but cannot be changed. Survey creators can create and change new items, but they cannot write scripts. The role provides access to the following Author activity features:
Can save questionnaire file to local directory
Can save edited questionnaire file to server
Can edit labels
Can edit base language
Can manage language
Can edit Question context
Can edit Analysis context
Can view routing
Can edit routing structure
Can edit routing item
Can insert routing item
Can delete routing item
Can insert a new routing
Can delete routing
Can edit a question structure
Can insert a question
Can delete a question
Can edit a shared list
Can insert a shared list
Can delete a shared list
Can view question properties
Can edit question properties
Can view advanced properties
Can edit advanced properties
Can edit translator notes
Can set up connection to repository
Can insert from library
Can activate in test mode
Can run Auto Answer
Can apply project templates
Allow user download accessories
Files
SurveyCreatorAdvanced
This role is for UNICOM Intelligence Author users and allows survey creators to enhance surveys by changing standard questions, adding new questions, and writing scripts. The role provides access to all Author activity features, and the Export Data activity feature.
Can alter data link connection properties.
SurveyLauncher
This role is for UNICOM Intelligence Author users and allows these users to activate surveys. The role provides access to the following Author activity features:
Can activate in test mode
Can activate in go-live mode
Can view advanced activation settings
Can edit advanced activation settings
Can upload participants
SurveyReviewer
The role is for UNICOM Intelligence Author users and allows these users to view routings and properties in UNICOM Intelligence Author in read-only mode. Users cannot edit, save, or activate. This role can used by upper-level managers, customers, and so on. The role provides access to the following Author activity features:
Can view routing
Can view question properties
Can view advanced properties
Can view custom properties
TabulationFullAccess
This role is for users who require access to all of the UNICOM Intelligence Reporter - Survey Tabulation and UNICOM Intelligence Reporter functionality. Access is provided to the following activities:
UNICOM Intelligence Interviewer - Server Admin (including the “Allow unlock project” feature)
Project Editor (including the “Allow modifying properties”, “Allow creating new projects", and “Allow changing the project state” features)
Export Data (including the “Can view advanced properties” feature)
Files
Delete (including the “Allow delete project” feature)
UNICOM Intelligence Reporter - Survey Tabulation (including the “Full access” feature)
UNICOM Intelligence Reporter
TabulationMediumAccess
This role is for UNICOM Intelligence Reporter - Survey Tabulation users and UNICOM Intelligence Reporter users who need to set up their own projects and tables and edit variables on individual tables, but who do not need to edit variables at project level. Access is provided to the same activities as for the TabulationFullAccess role, except that the UNICOM Intelligence Reporter activity and UNICOM Intelligence Reporter activity includes the “Medium access” feature instead of the “Full access” feature.
TabulationMinimumAccess
This role is for UNICOM Intelligence Reporter - Survey Tabulation users and UNICOM Intelligence Reporter users who do not need to set up their own projects or tables, or edit variables. Access is provided to the following activities:
UNICOM Intelligence Interviewer - Server Admin (excluding the “Allow unlock project” feature)
UNICOM Intelligence Reporter - Survey Tabulation (including the “Minimum access” feature)
UNICOM Intelligence Reporter
Translator
This role is for UNICOM Intelligence Author users and allows translators to add translations to existing questions. Translators cannot add questions or remove questions. The role provides access to the following activity features:
Can save edited questionnaire file to server
Can edit labels
Can edit Question context
Can edit Analysis context
Can edit translator notes
Allow user download accessories
Files
See
User properties
Starting User Administration
Managing customer accounts
Adding customer accounts
Customizing customer accounts
Editing customer accounts
Removing customer accounts
Modifying user accounts
Managing users
Adding users
Removing users
Managing roles
Assigning users to roles
Removing users from roles
Managing user property groups
Adding properties to user property groups
Changing a user property's definition
Deleting a user property
Importing users and roles
Setting up the spreadsheet
Exporting users, roles, and permissions
Assigning users and roles to activities and projects
Assigning users or roles to activities
Unassigning users or roles from activities
Assigning users or roles to activity features
Removing users or roles from activity features
Assigning activities to a user or role
Assigning users or roles to a project
Unassigning users or roles from projects
No Choice No Action
Setting up global filters
User reports
Configuring account lockout settings