Managing roles
Roles group users into functional groups usually based on the activities that the user needs to run within UNICOM Intelligence Interviewer - Server Admin. For example, members of the Scriptwriters role might be able to run activities to do with designing and building questionnaires, such as Build, and Launch, but not other activities, whereas members of the Analysts role might be able to run activities to do with viewing and exporting interview data, such as Survey Results and Export Data, but not the design and build activities.
Role names must be completely unique: you cannot create a role with the same name as a user.
If you are using customer accounts, roles added to a specific customer account only have access to the users, projects, and activities that are defined for the specific customer account.
To add a role
1 In the left tree, click Roles under the customer account. If you are not using customer accounts, click Roles under the System account.
A list of current role names appears.
2 Click New Role. The User Administration dialog opens.
3 Complete the fields, and then click OK to create the new account.
Assign this role to the UNICOM Intelligence Interviewer - Server Admin application is selected by default to ensure that members of this role can run UNICOM Intelligence Interviewer - Server Admin. You should not normally need to clear this option.
4 Select the users, projects, and activities to add to this role, and then click OK.
To remove a role
1 In the left tree, click Roles under the customer account. If you are not using customer accounts, click Roles under the System account.
A list of current roles appears.
2 Click Remove on the line for the role you want to remove.
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