For a user to be able to access Dialog Insight's functionalities, you must provide this user with the permission to access the different sections of the application. Granting permissions is done under the Permissions tab of the Permissions page. By default, a user has no permission; you need to give the user the appropriate permissions. To assign access rights, you can grant permissions one by one, or associate the user to a permission group, which has a set of predefined permissions.

Prerequisite
You must first create the user by providing basic information. See Creating a User.

Access Path
Account Management > Users > List > [Select a user] > Permissions page

How To

Assigning permissions one by one

The permission page lists all Dialog Insight modules. To see permissions related to each module, click on the sign to expand a section or on the sign to reduce a section.

  1. To grant a permission, scroll to the desired permission to see the related access levels display on the right side of the window. You just need to check the desired access level you want to give to the user. A user can be authorized to access all the accounts of the company, or just a specific account, all users or none, all contacts or none, all communication types or specific ones only, all campaign categories or specific ones only, etc. Access levels and options vary depending on the selected permission.
    For example, you might decide to limit access to some projects in particular or to only specific communication types. It is also possible to restrict access to contacts of a given project.
  2. Once the desired options have been selected, click Grant the permission.

**If you grant a high level permission in the permission tree, all sub-permissions are also granted as they are included in the higher level permission.

Description of acronyms presented in the permission tree:

  • OFSYS : the entire Dialog Insight suite
  • OFC4 : Openfield Contact (version 4)
  • OFS3 : Openfield Survey (version 3)
  • OFA2 : Openfield Activity (version 2)


Assigning permissions using groups

Using permission groups to grant permissions is quite useful if you have multiple users to whom you have to grant different levels of permissions, and even more so if they have similar access rights. To further facilitate the task of assigning permissions, the application already has close to a dozen different types of permission groups already defined.  

Prerequisite
  • Permission groups corresponding to the desired levels of permissions have to be created first, if you are not using the predefined groups.
  • Assigning permissions to a group is done the same way as assigning permissions to a single user, one permission at a time.
  1. In the Permissions page, go to the Permission groups tab.
  2. In the list of available groups, select the one you wish to assign to the user.
  3. Click on Assign.
  4. Once assigned, you will see the group name shown under the Permission groups section.
  5. To assign another group to a user, simply select another group and click Assign.

List of predefined permission groups
Group name
What the user CAN DO
What the user CANNOT DO
Administrator
Full access to the Dialog Insight application

Contact - Administrator
Full access to Contact

Contact - Message management
  • Create messages
  • Create campaigns
  • Create groups
  • View contacts
  • View statistics
  • Edit configuration

  • Add/edit/delete contacts

  • Send messages


Contact - Message management and mailing
  • Create messages
  • Send messages
  • Create campaigns
  • Create groups
  • View contact profiles
  • View statistics
  • Edit configuration

  • Add/edit/delete contacts


Contact - Contact management
  • View contact profiles
  • Add/edit/delete contacts
  • Export contacts

  • Modifier la configuration
  • Create messages
  • Send messages
  • Creates campaigns
  • Create groups
  • View statistics
Contact - Statistics
  • View statistics

  • Edit configuration
  • Create messages
  • Send messages
  • Create campaigns
  • Create groups
  • View contact profiles
  • Add/edit/delete contacts
  • Export contacts
Contact - Configuration
  • Edit configuration

  • Create messages
  • Send messages
  • Create campaigns
  • Create groups
  • View statistics
  • View contact profiles
  • Add/edit/delete contacts
  • Export contacts
Content - Administrator
Full access to Content

Survey - Administrator
Full access to Survey

Full access to Survey
  • Create/edit/delete surveys

  • View reports

  • Create survey categories

  • Manage automated data extracts

Survey - Reports
  • View reports

  • Create survey categories
  • Manage automated data extracts
  • Create/edit/delete surveys