Setting Permissions for InterAction Administrator Users

While the System Administrator User account is always an InterAction Administrator user and always has access to all menu items and entities in the Administrator software, you can assign specific permissions to other InterAction Administrator users, providing them access to an appropriate subset of the administrative functions.

You cannot change permissions for the system Administrator User Account. This account always has full permissions.

You can assign permissions to a single InterAction Administrator user, or assign the same permissions to multiple InterAction Administrator users by marking them. This section describes different selection techniques and explains how to assign limited permissions.

How Administrator Permissions Work When You Upgrade InterAction

A user with full or partial Administrator permissions retains those same permissions after an upgrade. When new features are added to InterAction Administrator, users who previously had full Administrator permissions automatically have permissions to the new feature. In most cases, users who previously had partial Administrator permissions under a parent are not automatically granted permissions to a new child. For a discussion of parent and child entities, refer to Making Selections.

Setting Permissions for Multiple Users

You can apply the same permissions to multiple users, for example, administrative staff at remote offices who are responsible for onboarding employees.

• To mark one or more users, click in the mark column (the first column) next to the name.
• To unmark a user, click again in the mark column next to the contact.
• To mark or unmark all users or to reverse marks, right-click in the column and select an option from the popup menu.

Use the Action drop-down list to select one of the following actions, then edit the permissions as needed for the marked users as described in Setting Permissions.

A good way to set permissions for the replacement of an inactive user is to clone the inactive user’s permissions.

You can select from the following Actions:

Action	Description
Grant Full Permissions	Immediately grants full permissions to all marked users.
Set User Permissions	Displays the Select Permissions Set dialog box, where you can choose from the following options: Full Permissions displays the InterAction Administrator Permissions dialog box with all permissions already marked. No Permissions displays the InterAction Administrator Permissions dialog box with no permissions marked. Clone From Another InterAction Administrator User lets you choose a user whose permissions you want to copy for the marked users. This displays the InterAction Administrator Permissions dialog box with the selected user’s permissions marked. This option does not affect the cloned user unless that user is also marked.
Remove from InterAction Administrator User List	Removes the selected users as InterAction Administrators.

Selecting One User When Setting Administrator Permissions

To set permissions for a single user:

1. Highlight the user’s name.
2. Choose the Permissions button to display the InterAction Administrator Permissions dialog box.

The InterAction Administrator Permissions dialog box is described in Making Selections.

Setting Permissions

The InterAction Administrator Permissions dialog box is organized as a tree structure. The first branch pertains to permissions for Administrator menu items. The second branch pertains to the main window entity list. If you highlight any menu item or entity, a description of the selected permission displays to the right of the selection box.

Items under entity lists correspond to launchpad buttons.

All Administrator users are granted access to Administer > Entity (opens the highlighted entity), Administer > Exit (closes InterAction Administrator), and to all Help menu items.

Making Selections

Some entities have sub-entities listed beneath them.

Parent and Child Entities

The parent menu item or entity is automatically selected when you choose a child under it. If a parent is also a child, its parent is automatically selected, as well. Similarly, any selected item that may be duplicated in another branch is automatically checked everywhere it appears.

The main entity is referred to as the parent, and each sub-entity is a child.

Any child item displays a check when selected or no check when cleared. Parent item check boxes have three distinct display states:

Appearance	Meaning
Empty	No children are selected under the parent.
Selected	All children are selected under the parent.
Blue-filled	One or more children (but not all) are selected under the parent.

To set permissions for the Administrative User, select the appropriate check boxes.

• To select all permissions, right-click to the right of the list then choose Select All.
• To remove all selected permissions, right-click to the right of the list then choose Clear All.
• You can also select or clear items individually within the tree using any of the following techniques:

Selection	Action
Select a parent item	All of its children are selected.
Select an item that exists more than once in the tree	All occurrences of the item are selected, and any previously-cleared parent is selected.
Clear an item that exists more than once in the tree	All occurrences of the selected item are cleared. The parent’s check box is not affected.
Select a child item (or cause a child item to be selected)	Its parent (and its parents) are also selected.
Clear a parent	All children are cleared.
Clear a child item	If all items for the parent were previously selected, the parent’s check box changes from selected to a blue-filled box. If the cleared child item was the only selected item within the parent, the parent is cleared.

When done, choose OK to save your choices, or Cancel to exit without saving. If you choose Cancel after making changes, a confirmation asks you to confirm that you do not want to save the changes.

When users’ permissions have been changed, they must restart InterAction Administrator before the changes take effect.

Do not assign the Interaction Administrator User permission to users being granted partial permissions. This ensures that the users cannot grant themselves full permission.

What a User with Partial Permissions Sees

An example of how InterAction Administrator displays for a user with partial permissions:

User Account and Group Configuration Permissions Only

Any menu items that the user cannot access when the user runs InterAction Administrator are disabled. Only entities for which permissions have been granted display on the user’s screen.