Assigning users to roles
You can assign users to roles when you add the user to UNICOM Intelligence Interviewer - Server Admin, or as a separate task at a later date.
Note If you want UNICOM Intelligence Interviewer to take interviewer qualifications into account when assigning calls to interviewers, you must make interviewers members of the CATIinterviewer role.
Method 1
1 In the left tree, click Roles under the appropriate customer account. If you are not using customer accounts, click Roles under the System account.
A list of current roles appears on the right side of the page.
2 Select the roles that you want to assign to the users.
3 Click Add/Remove. This opens the Add User dialog box.
4 Select the user names to be assigned to the role(s) and click OK.
Method 2
1 In the left tree, click Users under the appropriate customer account. If you are not using customer accounts, click Users under the System account.
A list of current users displays in the right side of the page.
2 Select the users that you want to assign to the roles.
3 Click Add/Remove. This opens the Add Role dialog box.
4 Select the roles to which the user should be added and click OK.
See also