Activities and features
To control which activities and features in Interviewer – Server Admin each user can access, you can assign roles and users to them.
Activities are the main items that show up in the Interviewer – Server Admin user interface.
Features are provided for control of specific features for each activity.
Activation
Internal name: activation
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Can activate in test mode
Allows the user to activate in test mode.
Internal name: CanActivateInTestMode
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Can activate in go-live mode
Allows the user to activate in go-live mode.
Internal name: canActivateInActiveMode
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Can activate restricted script
During activation, the UNICOM Intelligence Interviewer - Server Admin feature “Can activate restricted script” controls whether MDDs that contain unsafe script functions can be used.
Any MDD file that contains a function that is listed in the Unsafe_Script_Functions property cannot be activated when the CanActivateRestrictedScript feature is not assigned. This applies to the Launch activity in Interviewer Server Admin, Activate from web deployed Author, and Activate from the desktop using either Author or Professional. Build relies on a Web.config setting: see Unsafe functions in interview scripts. Internal name: CanActivateRestrictedScript
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Can view advanced activation settings
Allows the user to view activation advanced settings.
Internal name: CanViewAdvancedSettings
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Can edit advanced activation settings
Allows the user to edit activation advanced settings.
Internal name: CanEditAdvancedSettings
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Activation History
Internal name: activatereporter
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Allows the user to monitor project activation status.
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Author
Internal name: Author
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Can activate project
Internal name: canActivateProject
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Create/Open/Save a Questionnaire
Internal name: CreateOpenSaveAQuestionnaire
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Can save file to local directory
Internal name: CanSaveFileToLocalDirectory
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Can save file to server
Internal name: CanSaveFileToServer
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Database Questions
Internal name: DatabaseQuestions
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Can edit DB settings
Allows the user to edit database question settings. They must also have permission for Can edit protected questions. To edit a protected question, they must also have permission for Can edit protected questions. Internal name: CanEditDBSettings
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Define Advanced Question Properties (Explorer View)
Internal name: DefineAdvancedQuestionProperties
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Can edit translator notes
Allows the user to edit translator notes
Internal name: CanEditTranslatorNotes
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Can view advanced properties
Allows the user to view advanced properties.
Internal name: CanViewAdvancedProperties
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Can edit advanced properties
Allows the user to edit a project's advanced properties
Internal name: CanEditAdvancedProperties
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Can view custom properties
Allows the user to view custom properties.
Internal name: CanViewCustomProperties
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Can edit custom properties
Allows the user to edit custom properties.
Internal name: CanEditCustomProperties
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Can view question properties
Allows the user to view question properties.
Internal name: CanViewQuestionProperties
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Can edit question properties
Allows the user to edit question properties
Internal name: CanEditQuestionProperties
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Manage Languages and Contexts
Internal name: ManageLanguagesAndContexts
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Can edit Analysis context
Allows the user to edit labels in the analysis context.
Internal name: CanEditAnalysisContext
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Can edit labels
Allows the user to edit labels.
Internal name: CanEditLabels
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Can edit base language
Allows the user to edit labels in the base language.
Internal name: CanEditBaseLanguage
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Can edit Question context
Allows the user to edit labels in the question context.
Internal name: CanEditQuestionContext
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Can manage context
Allows the user to manage project context.
Internal name: CanManageContext
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Can manage language
Allows the user to manage the project language.
Internal name: CanManageLanguage
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Protected Questions
Internal name: ProtectedQuestions
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Can edit protected questions
Internal name: CanEditProtectedQuestions
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Tools
Internal name: Tools
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Can deploy project locally
Allows the user to deploy projects on their local workstation. They can create local deployment packages even when they have read-only access to the source files (that is, they do not have authority to save the source files); in this case, the source files are not affected, but a local deployment package is created.
Internal name: CanDeployProjectLocally
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Can run Auto Answer
Allows the user to run Auto-Answer.
Internal name: CanRunAutoAnswer
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Work with Questionnaire Routing
Internal name: WorkingWithQuestionnaireRouting
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Can view routing
Allows the user to view the questionnaire routing.
Internal name: CanViewRouting
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Can edit routing structure
Allows the user to edit the routing structure.
Internal name: CanEditRoutingStructure
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Can delete routing
Allows the user to delete routings
Internal name: CanDeleteRouting
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Can edit routing item
Allows the user to edit routing items
Internal name: CanEditRoutingItem
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Can delete routing item
Allows the user to delete routing items.
Internal name: CanDeleteRoutingItem
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Can edit script item
Allows the user to edit script items.
Internal name: CanEditScriptItem
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Can delete script items
Allows the user to delete script items.
Internal name: CanDeleteScriptItem
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Can edit restricted script
In UNICOM Intelligence Author Server Edition, the UNICOM Intelligence Interviewer - Server Admin feature “Can edit restricted script” controls whether unsafe script functions can be used. When the “Can edit restricted script” is not assigned to a user, they cannot use any function that is listed in the Unsafe_Script_Functions property.
Internal name: CanEditRestrictedScript
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Can insert script item
Allows the user to insert script items.
Internal name: CanInsertScriptItem
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Can insert routing item
Allows the user to insert routing items.
Internal name: CanInsertRoutingItem
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Can insert routing
Allows the user to insert routings.
Internal name: CanInsertRouting
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Work with Repository/C&DS
Internal name: WorkWithRepositoryCDS
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Can set up connection to repository
Internal name: CanSetUpRepositoryConnection
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Work with Standard Question Constructs
Internal name: WorkWithStandardQuestionConstructs
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Can edit a shared list
Allows the user to edit shared lists.
Internal name: CanEditSharedList
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Can delete a shared list
Allows the user to delete shared lists.
Internal name: CanDeleteSharedList
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Can insert a shared list
Allows the user to insert shared lists.
Internal name: CanInsertSharedList
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Can edit question structure
Allows the user to edit question structure.
To edit a protected question, the user also needs permission to “Can edit protected questions”.
Internal name: CanEditQuestionStructure
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Can delete a question
Allows the user to delete questions.
Internal name: CanDeleteQuestion
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Can insert a question
Allows the user to insert questions.
Internal name: CanInsertQuestion
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Work with Templates
Internal name: WorkWithTemplates
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Can apply project templates
Allows the user to apply project templates.
Internal name: CanApplyProjectTemplates
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Working with Library
Internal name: WorkingWithLibrary
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Can insert from Library
Allows the user to insert items from the library.
Internal name: CanInsertFromLibrary
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Build
Internal name: InterviewBuilder
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Allow activating from activity
Allows the user to activate projects.
The user must also be given access to Activation (activation) and Launch (webactivate).
Internal name: canActivate
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Concurrent Usage Report
Internal name: ConcurrentUsageReports
Delete
Internal name: BackupAndRestore
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Allow delete project
Allows the user to delete projects.
Internal name: canDeleteProjects
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Dialer Administration
Internal name: dialeradmin
Email
Internal name: SampleEmailManager
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Can view protected fields
Internal name: canViewProtectedFields
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Execution Service
Internal name: ExecutionService
Export Data
Internal name: InterviewExporter
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Can alter data link connection properties
Allows the user to provide inputs for custom properties, so that they can define the mr Init Custom portion of both the input and output connection strings.
Internal name: canAlterConnectionProperties
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Files
Internal name: ManageFiles
Interviewer Monitoring
Internal name: CatiMonitoring
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Can set up supervisor stations
Allows the user to set up supervisor stations.
Internal: canSetUpSupervisorStations
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Interviewer Server Administration
Internal name: launcher
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Allow unlock project
Allows the user to unlock projects that are owned by other people. All users can unlock their own projects, so this feature does not need to be set for most users.
Internal name: canUnlockProject
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Allow user to download accessories
Allows the user to download the Accessories Installation Kit (Tools > Download Accessories).
Internal name: canDownloadAccessories
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Allow user to manage folders
Allows the user to create new folders when creating projects; move projects into folders and from one folder to another; and rename and delete folders.
Internal name: canManageProjectFolders
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Allow user to remotely edit DPM properties
Allows the user to remotely edit DPM properties.
Internal name: canEditDpmRemotely
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Allow user to remotely read DPM properties
Allows the user to remotely view DPM properties.
Internal name: canViewDPMRemotely
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No choice, no action
Eliminates the need for a user to take action (click) when there are no actionable projects or activities.
Internal name: hasNoChoiceNoAction
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Interviewing
Internal name: CatiReports
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Can display charts
Allows the user to display charts.
Internal name: canDisplayCharts
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Can view all interviewers’ data
Allows the user to view data for all interviewers.
When a user does not have permission for this feature, only the data for the current user is shown.
Internal name: canViewAllInterviewersData
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Interviewing Activity Report
Internal name: SessionEngineReports
Interviewing Options
Internal name: CatiSupervisor
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Can add call outcomes
Allows the user to add call outcomes on the Call Outcomes tab.
Internal name: canAddCallOutcomes
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Can add contact outcomes
Allows the user to add contact outcomes on the Contact Outcomes tab.
Internal name: canAddContactOutcomes
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Can delete call outcomes
Allows the user to delete call outcomes on the Call Outcomes tab.
Internal name: canDeleteCallOutcomes
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Can delete contact outcomes
Allows the user to delete contact outcomes on the Contact Outcomes tab.
Internal name: canDeleteContactOutcomes
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Can edit appointment settings
Internal name: canEditAppointment
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Can edit call history fields
Internal name: canEditCallHistoryConfig
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Can edit call outcomes
Allows the user to edit information on the Call Outcomes tab.
Internal name: canEditCallOutcomes
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Can edit call times
Internal name: canEditTimes
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Can edit contact outcomes
Allows the user to edit information on the Contact Outcomes tab.
Internal name: canEditContactOutcomes
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Can edit dialer settings
Allows the user to change autodialer settings on the Dialer Settings tab.
Internal name: canEditOtherSettings
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Can edit fields
Allows the user to change sample record settings on the Fields tab.
Internal name: canEditFields
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Can edit interview settings
Allows the user to change information on the Phone Interview Settings tab.
Internal name: canEditInterviewerSettings
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Can edit ordering
Internal name: canEditOrdering
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Can edit overrides
Internal name: canEditOverrides
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Can edit parameters
Allows the user to change sample management parameters on the Parameters tab.
Internal name: canEditParameters
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Can edit personal interview settings
Allows the user to change information on the Personal Interview Settings tab.
Internal name: canEditPersonalInterviewSettings
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Can edit project message
Internal name: canEditProjectMessage
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Can edit session history fields
Internal name: canEditSessionHistoryConfig
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Can edit survey introduction texts
Internal name: canEditIntroductions
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Can save appointment schedule
Internal name: canSaveAppointmentSchedule
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Can save day parts
Internal name: canSaveDayParts
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Can view appointment settings
Internal name: canViewAppointment
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Can view call history fields
Internal name: canViewCallHistoryConfig
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Can view call outcomes
Allows the user to view information on the Call Outcomes tab.
Internal name: canViewCallOutcomes
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Can view call times
Internal name: canViewTimes
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Can view contact outcomes
Allows the user to view information on the Contact Outcomes tab.
Internal name: canViewContactOutcomes
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Can view dialer settings
Allows the user to view autodialer settings on the Dialer Settings tab.
Internal name: canViewOtherSettings
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Can view fields
Allows the user to view sample record settings on the Fields tab.
Internal name: canViewFields
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Can view interview settings
Allows the user to view information on the Phone Interview Settings tab.
Internal name: canViewInterviewerSettings
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Can view ordering
Internal name: canViewOrdering
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Can view overrides
Internal name: canViewOverrides
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Can view parameters
Allows the user to view sample management parameters on the Parameters tab.
Internal name: canViewParameters
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Can view personal interview settings
Allows the user to view information on the Personal Interview Settings tab.
Internal name: canViewPersonalInterviewSettings
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Can view project message
Internal name: canViewProjectMessage
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Can view session history fields
Internal name: canViewSessionHistoryConfig
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Can view survey introduction texts
Internal name: canViewIntroductions
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Launch
Internal name: webactivate
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Allow access via Interviewer Server Administration
Allows the user to see the Launch activity in the activity list. When this feature is not set, the presence of Launch in the activity list is controlled by the ShowInLauncher property in the activity’s XML document. For more information, see ApplicationSettings Element. Internal name: canViewInLauncher
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Allow upload / edit of sample scripts
Allows the user to view and edit the Sample Management script selected from the predefined list in the Script box.
Internal name: canEditSampleScript
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Manage Logs
Internal name: managelogs
Participant Rules
Internal name: SampleManEditor
Participants
Internal name: SampleUpload
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Can create databases
Allows the user to create new sample databases. Users who do not have this feature set may only upload records into existing sample databases.
A user who creates a new database can upload records into it at the time it is created, but cannot subsequently add more records to it until it has been added to the SampleMgtGUI.Config.xml file. See Controlling access to project files. Internal name: canCreateDatabase
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Can create tables
Internal name: canCreateTable
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Can download participants
Allows the user to download sample records. The download button is not displayed if this feature is not set.
Internal name: canDownload
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Can upload participants
Allows the user to upload sample into the database. The Location, Required Columns, and Additional Columns tabs are not displayed if the user does not have this feature set.
Internal name: canUpload
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Can unprotect fields
Internal name: canUnprotectFields
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Can view participants
Allows the user to view the sample data. The View and View Settings tabs are not displayed if this feature is not set.
Internal name: canViewSample
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Can delete participants
Allows the user to delete sample records.
Users with this permission should think carefully before deleting records from live interviewing projects, as this can cause some interviewing reports to show unexpected results. Deleting records from a sample table does not delete any related records from the history table. Therefore, reports that use both types of data may produce strange results.
Internal name: canDeleteSample
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Can edit participants
Allows the user to edit sample records using standard editing facilities.
Internal name: canEditSample
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Can advanced edit participants
Allows the user to edit sample records using the advanced editing facilities (that is, using SQL commands).
Internal name: canAdvancedEditSample
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Can view protected fields
Internal name: canViewProtectedFields
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Can view summary
Allows the user to see the Summary tab. The tab is not displayed if the user does not have this feature set.
Internal name: canViewSummary
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Phone Participants
Internal name: CatiInterview
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Can set up interviewer stations
Allows the user to configure interviewers’ computers to use an autodialer.
Internal name: canSetUpInterviewerStations
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Can transfer to interviewer
Internal name: canTransferToInterviewer
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Project Editor
Internal name: ProjectEditor
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Allow changing the project state
Allows the user to change a project's status, for example, from Test to Active.
Internal name: canSetProjectState
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Allow creating new projects
Allows the user to create new projects.
Internal name: canCreateProjects
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Allow modifying properties
Allows the user to change the values of a project's properties.
Internal name: canAlterProperties
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Promote Project
Internal name: websitetositeactivate
Publish Data
Internal name: PublishData
Quotas
Internal name: ReviewQuotas
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Allow allocate quota targets
Allows the user to allocate quota targets.
Internal name: canAllocateQuota
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Allow editing quota prioritization
Allows the user to set the priority type and the number of cells to pend for multiple response questions, and to import spreadsheets that update these values.
Internal name: canEditPrioritizaton
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Allow editing quota targets
Allows the user to edit only targets, and to import spreadsheets that update these values.
Internal name: canEditTargets
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Allow editing quota targets, completes and prioritization
Allows the user to edit targets, behavior flags, and prioritization, and to import spreadsheets that update these values.
Internal name: canEditAll
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Allow import/export quota allocation
Allows the user to import and export quota allocations for personal interviewing.
Internal name: canImportExportQuotaAllocation
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Allow resetting completes to 0
Internal name: canResetCounts
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Remote Administration
Internal name: RemoteManager
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canViewRespondents
Internal name: canViewRespondents
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canViewSyncHistory
Internal name: canViewSyncHistory
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Review Interviews
Internal name: ReviewInterview
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Can override read-only setting
User can deselect the “read-only” checkbox, if it is present. This allows the user to change responses during the review. For more information, see Review Interviews. Internal name: canOverrideReadOnlySetting
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Can set up supervisor stations
Allows the user to set up supervisor stations.
Internal name: canSetUpSupervisorStations
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Status
Internal name: ReviewProject
Survey Reporter
Internal name: Reporter
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Can display charts
Allows the user to display charts.
Internal name: canDisplayCharts
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Can manage shared
Allows the user to save to the shared folder, and to create, delete, and rename files and folders in the shared folder.
Internal name: canManageShared
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Has full access
Allows the user full access.
Users who have none of the three tabulation access level features automatically have full access to the activity. If users have access to more than one of the features, the least restrictive feature applies.
Internal name: FullAccess
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Has medium access
Allows the user restricted access to the activity; that is, the user cannot edit variables except for those added to a table.
Internal name: MediumAccess
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Has minimum access
Allows the user restricted access to the activity; that is, the user cannot create new tables, add filtering, or edit variables.
Internal name: MinimumAccess
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Survey Results
Internal name: InterviewReporter
Survey Tabulation
Internal name: mrTables
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Can display charts
Allows the user to display charts.
Internal name: canDisplayCharts
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Can manage shared
Allows the user to save to the shared folder, and to create, delete, and rename files and folders in the shared folder.
Internal name: canManageShared
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Has full access
Allows the user full access.
Users who have none of the three tabulation access level features automatically have full access to the activity. If users have access to more than one of the features, the least restrictive feature applies.
Internal name: FullAccess
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Has medium access
Allows the user restricted access to the activity; that is, the user cannot edit variables except for those added to a table.
Internal name: MediumAccess
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Has minimum access
Allows the user restricted access to the activity; that is, the user cannot create new tables, add filtering, or edit variables.
Internal name: MinimumAccess
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User Administration
Internal name: useradministration
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Can add role
Allows the user to add roles.
Internal name: canAddRole
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Can add user
Allows the user to add users.
Internal name: canAddUser
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Can assign activity
Allows the user to assign activities.
Internal name: canAssignActivity
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Can assign project
Allows the user to assign projects.
Internal name: canAssignProject
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Can assign role
Allows the user to assign roles.
Internal name: canAssignRole
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Can create customerAccount
Allows the user to create customer accounts.
Internal name: canCreateCustomerAccount
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Can edit customerAccount
Allows the user to edit customer accounts.
Internal name: canEditCustomerAccount
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Can remove customerAccount
Allows the user to remove customer accounts.
Internal name: canRemoveCustomerAccount
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Can remove role
Allows the user to remove roles.
Internal name: canRemoveRole
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Can remove user
Allows the user to remove users.
Internal name: canRemoveUser
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Can unassign activity
Allows the user to unassign activities.
Internal name: canUnassignActivity
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Can unassign project
Allows the user to unassign projects.
Internal name: canUnassignProject
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Can unassign role
Allows the user to unassign roles.
Internal name: canUnassignRole
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View Survey Link
Internal name: TestInterview
Web API
Internal name: WebApi
Web API – Case Data
Internal name: WebApiCaseData
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Can delete case data
The user can programmatically delete case data using a DELETE SQL statement and the Delete Query API.
Internal name: canDeleteCaseData
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Can execute advanced statements
Internal name: canExecuteAdvancedStatements
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Can insert case data
The user can programmatically insert case data using the web API.
Internal name: canInsertCaseData
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Can query case data
The user can programmatically query case data using a SELECT SQL statement and the Query or Queries APIs.
Internal name: canQueryCaseData
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Can update case data
Internal name: canUpdateCaseData
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Web API – DPM
Internal name: WebApiDPM
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Can edit project properties
Internal name: canEditProjectProperties
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Web API – Files
Internal name: WebApiFiles
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Can check-in/check-out
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Can create directories
Internal name: canCreate
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Can delete files and directories
Internal name: canDelete
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Can download files and directories
Internal name: canDownload
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Can upload files
Internal name: canUploadFiles
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Web API – Interviewing Reports
Internal name: WebApiInterviewingReports
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Can display charts
Allows the user to display charts.
Internal name: canDisplayCharts
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Can view all interviewers’ data
Allows the user to view data for all interviewers.
When a user does not have this feature, only data for the current user is shown.
Internal name: canViewAllInterviewersData
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Web API – Metadata
Internal name: WebApiMetadata
Web API - Participants
Internal name: WebApiParticipants
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Can delete participants
Allows the user to delete sample records.
Users with this permission should think carefully before deleting records from live interviewing projects, as this can cause some interviewing reports to show unexpected results. Deleting records from a sample table does not delete any related records from the history table. Therefore, reports that use both types of data may produce strange results.
Internal name: canDeleteParticipants
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Can execute advanced statements
Internal name: canExecuteAdvancedStatements
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Can insert participants
Internal name: canInsertParticipants
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Can query participants
Allows the user to view the sample data.
Internal name: canQueryParticipants
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Can update participants
Allows the user to update sample records.
Internal name: canUpdateParticipants
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Web API – Quotas
Internal name: WebApiQuotas
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Allow editing quota prioritization
Allows the user to set the priority type and the number of cells to pend for multiple response questions.
Internal name: canEditPrioritization
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Allow editing quota targets
Allows the user to edit targets only.
Internal name: canEditTargets
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Allow editing quota targets, completes and prioritization
Allows the user to edit targets, behavior flags, and prioritization.
Internal name: canEditAll
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See also
