What are permissions
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
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IntouchAccess Permissions
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User Management: Provides access to add/delete users and user groups
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Hierarchy Manager: Provides access to add/delete hierarchy nodes and tags
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IntouchIntelligence (IQ) Permissions
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Advanced Settings: Provides access to set up Triggers, Files, External Programs, Custom Reports, and the sharing features for Preset Filters
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Create Custom Dashboards and Custom Records Lists: Provides access to create custom dashboards and record lists for personal use.
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View Hidden Fields: Provides access/allows users to view the data in IQ for Check & Survey questions that are set as Hide from reporting
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View KPIs: Provides access to view KPIs, Action Campaigns™, and Key Drivers created by other users
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Review Case Management: Provides access to create, view, assign, delete, and manage Review Cases
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Edit Records: Provides the ability to edit the location node on Survey and Check records in IntouchIntelligence
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Delete Records: Provides the ability to delete records in IQ
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Automation Hub: Provides access to set up Triggers, Rules, and Workflows in IQ
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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)
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Group and Public Sharing: Provides access to share self-created filters, subscriptions, custom dashboards, and record lists with groups of users and publicly.
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IntouchCheck Permissions
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Manage Checklists: Provides access to create and publish checklists, and to manage IntouchCheck settings
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Create Checklists: Provides access to create (but not publish) checklists, and to manage IntouchCheck settings
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Audit Approval and Assignment: Provides access to Check audit approvals, reviews, and the assign audit feature in Check Admin
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IntouchSurvey Permissions
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Manage Surveys: Provides access to the IntouchSurvey admin site
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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
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IntouchCapture Permissions
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Data Exports: Provides access to data exporting features in IntouchCapture
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Event and Form Management: Provides access to create and manage Events and related objects in IntouchCapture (excluding data exports)
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How do I manage permissions?
Head on over to this article.
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