Developer Documentation Library > Interviewer - Server Admin > User administration > Assigning users and roles to activities and projects > Assigning users or roles to activity features
 
Assigning users or roles to activity features
To restrict access to key features within an activity to only certain users, use activity features. For example, in Project Editor, you might want to restrict the ability to delete projects to only project managers. Each activity and activity feature has two names: the one by which it is known internally by Server Admin and the one that is displayed.
Analyst
 
Internal name
Display label
 
Author
Author
Analyst
CreateOpenSaveAQuestionnaire
Create/Open/Save a Questionnaire
 
CanSaveFileToServer
Can save file to server
Analyst
DefineAdvancedQuestionProperties
CanEditTranslatorNotes
canViewAdvancedProperties
CanViewCustomProperties
CanViewQuestionProperties
Define Advanced Question Properties (Explorer View)
Can edit translator notes
Can view advanced properties
Can view custom properties
Can view question properties
Analyst
ManageLanguagesAndContexts
CanEditAnalysisContext
CanEditLabels
CanEditBaseLanguage
CanManageContext
Manage Languages and Contexts
Can edit Analysis context
Can edit labels
Can edit base language
Can manage context
Analyst
ProtectedQuestions
CanEditProtectedQuestions
Protected Questions
Can edit protected questions
Analyst
Tools
CanRunAutoAnswer
Tools
Can run Auto Answer
Analyst
WorkWithQuestionaireRouting
CanViewRouting
Work with Questionnaire Routing
Can view routing
Analyst
WorkWithTemplates
CanApplyProjectTemplates
Work with Templates
Can apply project templates
Analyst
ManageFiles
Files
CATIinterviewer
 
Internal name
Display label
CATIinterviewer
launcher
Interviewer Server Administration
CATIinterviewer
CatiInterview
Phone Participants
CATIsupervisor
Deleting participants from telephone interviewing projects might cause phone reports to show unexpected results. If a user or role is assigned to telephone interviewing projects, do not assign them to the “Can Delete Participants” feature.
 
Internal name
Display label
CATIsupervisor
dialeradmin
Dialer Administration
CATIsupervisor
SampleEmailManager
Email
 
canViewProtectedFields
Can view protected fields
CATIsupervisor
InterviewExporter
Export Data
 
canAlterConnectionProperties
Can alter data link connection properties
CATIsupervisor
CatiMonitoring
Interviewer Monitoring
 
canSetupSupervisorStations
Can set up supervisor stations
CATIsupervisor
launcher
Interviewer Server Administration
 
hasNoChoiceNoAction
No choice, no action
CATIsupervisor
CatiReports
Interviewing
 
canViewAllInterviewersData
Can view all interviewers’ data
CATIsupervisor
CatiSupervisor
Interviewing Options
 
canDeleteCallOutcomes
Can delete call outcomes
 
canEditAppointment
Can edit appointment settings
 
canEditCallHistoryConfig
Can edit call history fields
 
canEditCallOutcomes
Can edit call outcomes
 
canEditTimes
Can edit call times
 
canEditOtherSettings
Can edit dialer setting
 
canEditFields
Can edit fields
 
canEditInterviewerSettings
Can edit interview settings
 
canEditOrdering
Can edit ordering
 
canEditOverrides
Can edit overrides
 
canEditParameters
Can edit parameters
 
canEditProjectMessage
Can edit project message
 
canEditSessionHistoryConfig
Can edit session history fields
 
canEditIntroductions
Can edit survey introduction texts
 
canSaveAppointmentSchedule
Can save appointment schedule
 
canSaveDayParts
Can save day parts
 
canViewAppointment
Can view appointment settings
 
canViewCallHistoryConfig
Can view call history fields
 
canViewCallOutcomes
Can view call outcomes
 
canViewTimes
Can view call times
 
canViewOtherSettings
Can view dialer settings
 
canViewFields
Can view fields
 
canViewInterviewerSettings
Can view interview settings
 
canViewOrdering
Can view ordering
 
canViewOverrides
Can view overrides
 
canViewParameters
Can view parameters
 
canViewProjectMessage
Can view project message
 
canViewSessionHistoryConfig
Can view session history fields
 
canViewIntroductions
Can view survey introduction texts
CATIsupervisor
webactivate
Launch
CATIsupervisor
SampleUpload
Participants
CATIsupervisor
canCreateTable
canDownload
canUpload
canUnprotectFields
canViewSample
canEditSample
canViewProtectedFields
canViewSummary
Can create tables
Can download participants
Can upload participants
Can unprotect fields
Can view participants
Can edit participants
Can view protected fields
Can view summary
CATIsupervisor
CatiInterview
Phone Participants
 
canSetUpInterviewerStations
canTransferToInterviewer
Can set up interviewer stations
Can transfer to interviewer
CATIsupervisor
PublishData
Publish Data
CATIsupervisor
ReviewQuotas
Quotas
 
canEditTargets
canEditAll
Allow editing quota targets
Allow editing quota targets, completes and prioritization
CATIsupervisor
ReviewInterview
Review Interviews
CATIsupervisor
ReviewProject
Status
CATIsupervisor
InterviewReporter
Survey Results
CATIsupervisor
useradministration
User Administration
 
canAddUser
Can add user
 
casAssignActivity
Can assign activity
 
canAssignProject
Can assign project
 
canAssignRole
Can assign role
 
canRemoveUser
Can remove user
 
canUnassignActivity
Can unassign activity
 
canUnassignProject
Can unassign project
 
canUnassignRole
Can unassign role
CATIsupervisor
TestInterview
View Survey Link
CustomerAccountAdmins
By default, the DPMAdmins and CustomerAccountAdmins roles are assigned to all activities and features.
DPMAdmins
By default, the DPMAdmins and CustomerAccountAdmins roles are assigned to all activities and features.
FieldInterviewer
No activities or features assigned.
FieldManager
 
Internal name
Display label
FieldManager
SampleEmailManager
Email
 
canViewProtectedFields
Can view protected fields
FieldManager
InterviewExporter
Export Data
 
canAlterConnectionProperties
Can alter data link connection properties
FieldManager
launcher
Interviewer Server Administration
 
hasNoChoiceNoAction
No choice, no action
FieldManager
CatiReports
Interviewing
 
canViewAllInterviewersData
Can view all interviewers’ data
FieldManager
CatiSupervisor
Interviewing Options
 
canDeleteContactOutcomes
Can delete contact outcomes
 
canEditContactOutcomes
Can edit contact outcomes
 
canEditFields
Can edit fields
 
canEditPersonalInterviewSettings
Can edit personal interview settings
 
canViewContactOutcomes
Can view contact outcomes
 
canViewFields
Can view fields
 
canViewPersonalInterviewSettings
Can view personal interview settings
FieldManager
webactivate
Launch
FieldManager
SampleUpload
Participants
 
canCreateTable
Can create tables
 
canDownload
Can download participants
 
canUpload
Can upload participants
 
canUnprotectFields
Can unprotect fields
 
canViewSample
Can view participants
 
canEditSample
Can edit participants
 
canViewProtectedFields
Can view protected fields
 
canViewSummary
Can view summary
FieldManager
PublishData
Publish Data
FieldManager
ReviewQuotas
Quotas
 
canAllocateQuota
Allow allocate quota targets
 
canEditPrioritization
Allow editing quota prioritization
 
canEditTargets
Allow editing quota targets
 
canAllocateQuota
Allow allocate quota targets
 
canEditPrioritization
Allow editing quota prioritization
 
canEditTargets
Allow editing quota targets
 
canEditAll
Allow editing quota targets, completes and prioritization
FieldManager
RemoteManager
Remote Administration
FieldManager
ReviewInterview
Review Interviews
 
canSetupSupervisorStations
Can set up supervisor stations
FieldManager
ReviewProject
Status
FieldManager
InterviewReporter
Survey Results
FieldManager
useradministration
User Administration
 
canAddUser
Can add user
 
canAssignActivity
Can assign activity
 
canAssignProject
Can assign project
 
canAssignRole
Can assign role
 
canRemoveUser
Can remove user
 
canUnassignActivity
Can unassign activity
 
canUnassignProject
Can unassign project
 
canUnassignRole
Can unassign role
FieldManager
TestInterview
View Survey Link
FieldManager
WebApi
Web API
FieldManager
WebApiCaseData
Web API – Case Data
 
canDeleteCaseData
Can delete case data
 
canExecuteAdvancedStatements
Can execute advanced statements
 
canInsertCaseData
Can insert case data
 
canQueryCaseData
Can query case data
 
canUpdateCaseData
Can update case data
FieldManager
WebApiParticipants
Web API – Participants
 
canDeleteParticipants
Can delete participants
 
canExecuteAdvancedStatements
Can execute advanced statements
 
canInsertParticipants
Can insert participants
 
canQueryParticipants
Can query participants
 
canUpdateParticipants
Can update participants
ProjectManager
 
Internal name
Display label
ProjectManager
activation
Activation
 
canActivateInTestMode
Can activate in test mode
 
canViewAdvancedSettings
Can view advanced activation settings
ProjectManager
Author
Author
 
DefineAdvancedQuestionProperties
Define Advanced Question Properties (Explorer View)
 
CanViewAdvancedProperties
Can view advanced properties
 
CanViewCustomProperties
Can view custom properties
 
CanViewQuestionProperties
Can view question properties
ProjectManager
Tools
Tools
 
CanRunAutoAnswer
Can run Auto Answer
 
WorkWithQuestionaireRouting
Work with Questionnaire Routing
 
CanViewRouting
Can view routing
 
WorkingWithLibrary
Working with Library
 
canInsertFromLibrary
Can insert from Library
ProjectManager
SampleEmailManager
Email
ProjectManager
InterviewExporter
Export Data
 
canAlterConnectionProperties
Can alter data link connection properties
ProjectManager
ManageFiles
Files
ProjectManager
launcher
Interviewer Server Administration
ProjectManager
PublishData
Publish Data
SampleManager
 
Internal name
Display label
SampleManager
activation
Activation
 
canActivateInTestMode
Can activate in test mode
 
canViewAdvancedSettings
Can view advanced activation settings
SampleManager
launcher
Interviewer Server Administration
 
canDownloadAccessories
Allow user to download accessories
SampleManager
SampleUpload
Participants
 
canCreateTable
Can create tables
 
canUpload
Can upload participants
 
canUnprotectFields
Can unprotect fields
SurveyCreator
 
Internal name
Display label
SurveyCreator
activation
Activation
 
 
Can activate in test mode
SurveyCreator
Author
Author
 
CreateOpenSaveAQuestionnaire
Create/Open/Save a Questionnaire
 
CanSaveFileToLocalDirectory
Can save file to local directory
 
CanSaveFileToServer
Can save file to server
 
DefineAdvancedQuestionProperties
Define Advanced Question Properties (Explorer View)
 
CanEditTranslatorNotes
Can edit translator notes
SurveyCreator
CanViewAdvancedProperties
Can view advanced properties
 
CanEditAdvancedProperties
Can edit advanced properties
 
CanViewQuestionProperties
Can view question properties
 
CanEditQuestionProperties
Can edit question properties
 
ManageLanguagesAndContexts
Manage Languages and Contexts
 
CanEditLabels
Can edit labels
 
CanEditBaseLanguage
Can edit base language
 
CanEditQuestionContext
Can edit Question context
 
CanManageLanguage
Can manage language
 
Tools
Tools
 
CanRunAutoAnswer
Can run Auto Answer
 
WorkWithQuestionaireRouting
Work with Questionnaire Routing
 
CanViewRouting
Can view routing
 
WorkWithRepositoryCDS
Work with Repository/C&DS
 
CanSetUpRepositoryConnection
Can set up connection to repository
 
WorkWithStandardQuestionConstructs
Work with Standard Question Constructs
 
CanEditSharedList
Can edit a shared list
 
CanDeleteSharedList
Can delete a shared list
 
CanInsertSharedList
Can insert a shared list
 
CanEditQuestionStructure
Can edit question structure
 
CanDeleteQuestion
Can delete a question
 
CanInsertQuestion
Can insert a question
 
WorkWithTemplates
Work with Templates
 
CanApplyProjectTemplates
Can apply project templates
 
Working with Library
Working with Library
 
CanInsertFromLibrary
Can insert from Library
SurveyCreator
ManageFiles
Files
SurveyCreator
launcher
Interviewer Server Administration
 
canDownloadAccessories
Allow user download accessories
SurveyCreatorAdvanced
 
Internal name
Display label
SurveyCreatorAdvanced
activation
Activation
 
canActivateInTestMode
Can activate in test mode
 
CanActivateInActiveMode
Can activate in go-live mode
 
canViewAdvancedSettings
Can view advanced activation settings
 
CanEditAdvancedSettings
Can edit advanced activation settings
SurveyCreatorAdvanced
Author
Author
 
CreateOpenSaveAQuestionnaire
Create/Open/Save a Questionnaire
 
CanSaveFileToLocalDirectory
Can save file to local directory
 
CanSaveFileToServer
Can save file to server
 
DatabaseQuestions
Database Questions
 
Can edit DB settings
Can edit DB settings
 
DefineAdvancedQuestionProperties
Define Advanced Question Properties (Explorer View)
 
CanEditTranslatorNProperties
Can view advanced properties
 
CanEditAdvancedProperties
Can edit advanced properties
 
CanViewCustomProperties
Can view custom properties
 
CanEditCustomProperties
Can edit custom properties
 
CanViewQestionProperties
Can view question properties
 
CanEditQuestionProperties
Can edit question properties
 
ManageLanguagesAndContexts
Manage Languages and Contexts
 
CanEditAnalysisContext
Can edit Analysis context
 
CanEditLabels
Can edit labels
 
CanEditBaseLanguage
Can edit base language
 
CanEditQuestionContext
Can edit Question context
 
CanManageContext
Can manage context
 
CanManageLanguage
Can manage language
 
ProtectedQuestions
Protected Questions
 
CanEditProtectedQuestions
Can edit protected questions
 
Tools
Tools
 
CanDeployProjectLocally
Can deploy project locally
 
CanDeployProjectLocally
Can run Auto Answer
 
WorkWithQuestionaireRouting
Work with Questionnaire Routing
 
CanViewRouting
Can view routing
 
CanEditRoutingStructure
Can edit routing structure
 
CanDeleteRouting
Can delete routing
 
CanEditRoutingItem
Can edit routing item
 
CanDeleteRoutingItem
Can delete routing item
 
CanEditScriptItem
Can edit script item
 
CanDeleteScriptItem
Can delete script items
 
CanInsertScriptItem
Can insert script item
 
CanInsertRoutingItem
Can insert routing item
 
CanInsertRouting
Can insert routing
SurveyCreatorAdvanced
WorkWithRepositoryCDS
Work with Repository/C&DS
 
CanSetUpRepositoryConnection
Can set up connection to repository
 
WorkWithStandardQuestionConstructs
Work with Standard Question Constructs
 
CanEditSharedList
Can edit a shared list
 
CanDeleteSharedList
Can delete a shared list
 
CanInsertSharedList
Can insert a shared list
 
CanEditQuestionStructure
Can edit question structure
 
CanDeleteQuestion
Can delete a question
 
CanInsertQuestion
Can insert a question
SurveyCreatorAdvanced
WorkWithTemplates
Work with Templates
 
CanApplyProjectTemplates
Can apply project templates
SurveyCreatorAdvanced
Working with Library
Working with Library
 
CanInsertFromLibrary
Can insert from Library
SurveyCreatorAdvanced
InterviewExporter
Export Data
 
canAlterConnectionProperties
Can alter data link connection properties
SurveyCreatorAdvanced
ManageFiles
Files
SurveyCreatorAdvanced
launcher
Interviewer Server Administration
 
canDownloadAccessories
Allow user download accessories
SurveyCreatorAdvanced
SampleUpload
Participants
 
canCreateTable
Can create tables
 
canUpload
Can upload participants
 
canUnprotectFields
Can unprotect fields
SurveyCreatorAdvanced
PublishData
Publish Data
SurveyLauncher
 
Internal name
Display label
SurveyLauncher
activation
Activation
 
canActivateInTestMode
Can activate in test mode
 
CanActivateInActiveMode
Can activate in go-live mode
 
canViewAdvancedSettings
Can view advanced activation settings
 
CanEditAdvancedSettings
Can edit advanced activation settings
 
SampleUpload
Participants
 
canCreateTable
Can create tables
 
canUpload
Can upload participants
 
canUnprotectFields
Can unprotect fields
SurveyReviewer
 
Internal name
Display label
SurveyReviewer
Author
Author
 
DefineAdvancedQuestionProperties
Define Advanced Question Properties (Explorer View)
 
CanViewAdvancedProperties
Can view advanced properties
 
CanViewCustomProperties
Can view custom properties
 
CanViewQuestionProperties
Can view question properties
 
WorkWithQuestionaireRouting
Work with Questionnaire Routing
 
CanViewRouting
Can view routing
TabulationFullAccess
 
Internal name
Display label
TabulationFullAccess
BackupAndRestore
Delete
 
canDeleteProjects
Allow delete project
TabulationFullAccess
InterviewExporter
Export Data
 
canAlterConnectionProperties
Can alter data link connection properties
TabulationFullAccess
ManageFiles
Files
TabulationFullAccess
launcher
Interviewer Server Administration
 
canUnlockProject
Allow unlock project
TabulationFullAccess
ProjectEditor
Project Editor
 
canSetProjectState
Allow changing the project state
 
canCreateProjects
Allow creating new projects
 
canAlterProperties
Allow modifying properties
TabulationFullAccess
PublishData
Publish Data
TabulationFullAccess
Reporter
Survey Reporter
 
canManageShared
Can manage shared
 
FullAccess
Has full access
TabulationFullAccess
mrTables
Survey Tabulation
 
canManageShared
Can manage shared
 
FullAccess
Has full access
TabulationMediumAccess
 
Internal name
Display label
TabulationMediumAccess
BackupAndRestore
Delete
 
canDeleteProjects
Allow delete project
TabulationMediumAccess
ManageFiles
Files
TabulationMediumAccess
launcher
Interviewer Server Administration
 
canUnlockProject
Allow unlock project
TabulationMediumAccess
ProjectEditor
Project Editor
 
canSetProjectState
Allow changing the project state
 
canCreateProjects
Allow creating new projects
 
canAlterProperties
Allow modifying properties
TabulationMediumAccess
Reporter
Survey Reporter
TabulationMediumAccess
MediumAccess
Has medium access
TabulationMediumAccess
mrTables
Survey Tabulation
TabulationMediumAccess
MediumAccess
Has medium access
TabulationMinimumAccess
 
Internal name
Display label
TabulationMinimumAccess
launcher
Interviewer Server Administration
TabulationMinimumAccess
Reporter
Survey Reporter
 
canManageShared
Can manage shared
 
MinimumAccess
Has minimum access
TabulationMinimumAccess
mrTables
Survey Tabulation
 
canManageShared
Can manage shared
 
MinimumAccess
Has minimum access
Translator
 
Internal name
Display label
Translator
Author
Author
 
CreateOpenSaveAQuestionnaire
Create/Open/Save a Questionnaire
 
CanSaveFileToServer
Can save file to server
 
DefineAdvancedQuestionProperties
Define Advanced Question Properties (Explorer View)
 
CanEditTranslatorNotes
Can edit translator notes
 
ManageLanguagesAndContexts
Manage Languages and Contexts
 
CanEditAnalysisContext
Can edit Analysis context
 
CanEditLabels
Can edit labels
 
CanEditQuestionContext
Can edit Question context
 
WorkWithRepositoryCDS
Work with Repository/C&DS
 
CanSetUpRepositoryConnection
Can set up connection to repository
 
Working with Library
Working with Library
 
CanInsertFromLibrary
Can insert from Library
Translator
ManageFiles
Files
Translator
launcher
Interviewer Server Administration
 
canDownloadAccessories
Allow user download accessories
See also
New activity/feature migration behavior
Assigning users and roles to activities and projects