Permissions are subsets of admin user functionality that can be provided to non-admin users piecemeal to allow users to perform some (but not ALL) administrator-level functions.
Available Permission Rules
IntouchAccess Permissions
User Management: Provides access to add/delete users and user groups.
Hierarchy Manager:Provides access to add/delete hierarchy nodes and tags.
IntouchIntelligence (IQ) Permissions
Advanced Settings: Provides access to set up Triggers, Files, External Programs, Custom Reports, and the sharing features for Preset Filters.
Create Custom Dashboards and Custom Records Lists: Provides access to create custom dashboards and record lists for personal use.
View Hidden Fields: Provides access/allows users to view the data in IQ for Check & Survey questions that are set as Hide from reporting.
View KPIs: Provides access to view KPIs, Action Campaigns™, and Key Drivers created by other users.
Create Standard Cases: Provides access to create, view and comment on Standard Cases.
Manage Standard Cases: Provides access to create, view, comment, assign, and manage fields for Standard Cases throughout their lifecycle.
Delete Standard Cases: Provides the specific authority to permanently remove Standard Cases from the system.
Review Case Management: Provides access to create, view, assign, delete, and manage Review Cases.
Edit Records: Provides the ability to edit the location node on Survey and Check records in IntouchIntelligence.
Delete Records: Provides the ability to delete records in IQ.
Automation Hub: Provides access to set up Triggers, Rules, and Workflows in IQ.
Sharing with Single users only: Provides access to share self-created filters, subscriptions, custom dashboards, and record lists with other users (but not groups, or publicly).
Group and Public Sharing: Provides access to share self-created filters, subscriptions, custom dashboards, and record lists with groups of users and publicly.
IntouchCheck Permissions
Manage Checklists: Provides access to create and publish checklists, and to manage IntouchCheck settings.
Create Checklists: Provides access to create (but not publish) checklists, and to manage IntouchCheck settings.
Audit Approval and Assignment: Provides access to Check audit approvals, reviews, and the assign audit feature in Check Admin.
IntouchSurvey Permissions
Manage Surveys: Provides access to the IntouchSurvey admin site.
Contact Center Admin: Provides ability to manage contacts and contact lists in the Contact Center, distribute emailed surveys to contacts, and manage custom fields and email integrations.
IntouchCapture Permissions
Data Exports: Provides access to data exporting features in IntouchCapture.
Event and Form Management: Provides access to create and manage Events and related objects in IntouchCapture (excluding data exports).
How Do I Manage Permissions?
To learn how to assign these rules to your users, check out our article.