Managing users

Each UNICOM Intelligence Interviewer - Server Admin user must have a unique name and password. The name must be unique not just within the collection of user names but also within the UNICOM Intelligence Interviewer - Server Admin role names. When you add a user, you define that user's UNICOM Intelligence Interviewer - Server Admin password and specify whether the user can change that password and whether this must be done the first time that the user logs in. Users who are allowed to change their passwords will see a Change Password option in the Tools menu. You may also assign the user to one or more roles.

Note If you are using customer accounts, users added to a specific customer account will only have access to the roles, projects, and activities that are defined for the specific customer account.

The names that you set up can be domain or workgroup names, or they can be other names that exist in UNICOM Intelligence Interviewer - Server Admin only. For example, a user called John Smith might log in to the domain as UNICOM\jsmith but might have an UNICOM Intelligence Interviewer - Server Admin user name of john.

UNICOM Intelligence Interviewer - Server Admin creates a folder for the new user in FMRoot\Users with the same name as the user name. If you are using domain or workgroup user names as UNICOM Intelligence Interviewer - Server Admin login names, the \ in the domain or workgroup name is converted to an underscore in the folder name. For example, the folder name for UNICOM\jsmith is UNICOM_jsmith. Because of this, do not create UNICOM Intelligence Interviewer - Server Admin user names that result in folder names that match those required for domain or workgroup names. In the example, avoid SPSS_jsmith as a UNICOM Intelligence Interviewer - Server Admin user name.

When a user creates a new project, UNICOM Intelligence Interviewer - Server Admin creates a project folder with unique name based on the user's UNICOM Intelligence Interviewer - Server Admin user name. UNICOM Intelligence Interviewer - Server Admin does not support Japanese characters in pathnames, so make sure that any user accounts that you create do not contain Japanese characters.

Users can optionally have user properties assigned to them. These define special abilities or qualifications that the user has in relation to one or more activities. Typically, they are used to set up interviewer qualifications that are used in determining which records each interviewer receives for calling.