An Interact System Admin or Account Admin user can create and update account users.

 

Adding a New User

  1. At the top left of the Users page, click Add User. The Add New User page is displayed:

  2. Enter all required field parameters:
    • First Name. The user's given name.
    • Last Name. The user's family name.
    • User Name. Enter a unique credential that will be used to access Interact. The name that will be entered by the user when logging into the system. An email address may also be used for this parameter.
    • Email. The email address to which Interact System notifications will be sent. This parameter must be unique for each user.
  3. In the Roles section, use the mouse to select one or more Roles listed in the Available Roles column and click the single > right-arrow icon to assign it to Selected Roles for the user. To assign all available Roles to the user, click the double >> right-arrow icon.



    Both System and Custom Roles are displayed.

    To remove a Role from the user, select it and click the single < left-arrow icon. To remove all selected Roles from the user, click the double << left-arrow icon.
    Note: While you can assign any combination of roles to a user, in practice the user will receive all permissions that are associated with highest System Role that you assign. Therefore, if you assign a user with the Designer role and also assign the Account Admin role, the user will effectively be assigned the higher role (Account Admin).

    Similarly, if you assign a user with a Custom Role that limits their access to only a single Flow, but also assign the Flow Admin role, the user will effectively have access to all Flows.

    For complete details about creating and using Roles in Interact, click here.
  4. For Account Admin users, activate the Receive email notifications toggle to receive an email notification each time a Flow is published to the account.
  5. At the lower right corner of the page, click Save. A confirmation message appears, and changes are saved.

 

Updating a User

Note: Any user with access to the Admin Console can update their own details, however they cannot change the values for their own User Name or Role.

  1. From the Users page, click the Full Name of the user you wish to update. The selected user Details page is displayed.
  2. Update the user details as needed. Details for all parameters are provided here.
  3. At the lower right corner of the page, click Save. A confirmation message appears, and changes are saved.

Note: All entry data that was maintained in User page fields prior to Interact Release 11.3 can still be accessed in the user database when required.

 

Managing Passwords

The User Details page also provides the following methods to change a user password:

  • Change by the User. Any user with access to the Admin Console can change their own password on demand using the Change Password process.
  • Reset by the Admin. A user with the Account Admin role can reset the password of any other account user via the Reset Password process.

 

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