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Managing Users

2. Managing User Accounts

2.1 System Administration Controls

Q. Can I specify which individuals or groups of individuals may create, edit, delete or view a campaign message?

Yes! System administrators have the ability to assign individuals to a variety of defined roles. These roles may allow other system users to create, edit or delete messages, dispatch messages and manage respondent lists or view reports.

Q. Can I create roles relevant to the Message process and assign access to functionalities based on roles?

Yes! You can create roles relevant to the Message process such as designing, editing and deleting messages, dispatching messages and managing respondent lists or viewing reports.

Q. Can I create work groups and assign individuals to a group?

Yes! You can create work groups and assign individuals (and related roles) to work groups.

Q. Can system administrators track which user made a particular revision of a message?

Yes! You can track interaction such as revisions made to a message on a per-user basis.

2.2 Application Access

Q. Can I access the application from the Internet?

Yes! InSite Messages is a completely on-demand, Internet-based application.

Q. Can I have full administrative/user access to functionality via the Web browser with minimal or no additional client plug-ins?

Yes! All administrative functionality is accessed through the web. No client plug-ins are required.

Q. Can I assign user authorizations/roles?

Yes! System administrators have the ability to assign individuals to a variety of defined roles. These roles may allow other system users to create, edit or delete messages, dispatch messages and manage respondent lists or view reports.

2.3 Workflow features

Q. Can I approve a campaign message before it is released to contacts?

Yes! System administrators can approve campaign messages before they are dispatched to contacts or posted to a website.

Q. Can I log when a campaign message has been approved and released?

Yes! You can log/track when a campaign message has been approved and released, when a campaign has been closed/deactivated along with tracking other user interaction such as revisions made to a campaign message.

Q. Can I specify campaign messages to be read-only after a message has been finalized?

Yes! System administrators can lock campaign messages from further editing after it has been approved and/or finalized.

Q. Can I assign one or multiple authors to a campaign?

Yes! System administrators have the ability to assign individuals to a variety of defined roles. These roles may allow other system users to create, edit or delete campaign messages, dispatch messages and manage contact lists or view reports.

Q. Can I prevent anyone other than the campaign message author from editing a message?

Yes! System administrators have the ability to assign individuals to a variety of defined roles. These roles may allow other system users to create, edit or delete campaign messages, dispatch messages and manage contact lists or view reports.

Q. Can I identify alternate administrators to be used in case of absence or conflict?

Yes! System administrators have the ability to assign individuals to a variety of defined roles. These roles may allow other system users to create, edit or delete campaign messages, dispatch messages and manage contact lists or view reports. You can change roles or assign alternate administrators at any time.

Q. Can I view an audit history of campaign?

Yes! You can view a complete audit history of a campaign. You can log/track when a message has been approved and released, when a message has been closed/deactivated along with tracking other user interaction such as revisions made to a message.

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