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Chapter Two - Users and Groups Administration

The purpose of this chapter is to provide Kinetic survey system administrators with definitions of user groups to apply within the Remedy user setup and security, which allows you to understand how to manage security. Typically, Remedy Administrators assign and manage groups and users.

Description of Users and Groups

Kinetic Survey delivers seven user groups for user security setup. Please see your Remedy Action survey System documentation for more information on assigning Kinetic survey User Groups to users.

There are three types of users: Administrator, survey Manager, survey Inspector and survey Integrator.

Administrator

This user has Remedy AR System Administrator permissions and is often the person that installed the application. The Administrator has access to all forms including background survey configuration information and can add users and groups to the AR System.

Survey Manager

This user creates and modifies service items sent to customers. The number of Survey Managers allowed for the system corresponds to the number of purchased Kinetic Manager licenses. This user must have the following groups added to their user record:

  • KS_SRV
  • KS_SRV_Manager
  • KS_MSG
  • KS_CORE

Survey Inspector

This user can view survey results, add notes to surveys and close surveys. Kinetic Survey does not limit the number of Survey Inspectors allowed to access the system. This user must have the following groups added to their user record:

  • KS_SRV
  • KS_SRV_Inspector
  • KS_MSG
  • KS_CORE

Survey Integrator

This user has access to managing the integrations associated with Kinetic Survey and may have more technical expertise in creating qualifications from a data source that funnels customer information into Kinetic Survey. This role can, and often will, be the same person as a survey manager.

  • KS_SRV
  • KS_SRV_Integrator
  • KS_MSG
  • KS_CORE

Remedy Group Descriptions

Group Name Group ID Description
KS_SRV 10105 Required. All users must be assigned to the KS_SRV group to access the Kinetic Survey application through the Remedy user tool.  Customers completing surveys from the web do not need to be members of any Remedy group.
KS_SRV_Manager 10305 Assign users to this group who create surveys. IMPORTANT: Licensing is based on the number of users in this group. Each person assigned to this group is required to have a Kinetic manager License. Contact your Kinetic Data sales representative for more licenses or any questions.
KS_SRV_Inspector 10355 Assign users to this group to view completed surveys. This group cannot create or modify survey templates.
KS_SRV_Reporter 10307

Assign users to this group who create or modify survey reports, but are not already part of the Survey Manager or Remedy Administrator groups. This group has visibility to all survey-related forms for reporting purposes.

Use this group to give user access to all background forms for reporting, but not a survey Manager or Remedy Administrator.
KS_SRV_Integrator 10310 Assign to users who need access to create new integration points (data sources) for Kinetic survey.
KS_MSG 10110 Assign users to this group who create and modify survey message text. Typically, these same users have KS_SRV_Manager permissions.
KS_CORE 10010 Required. All users must be assigned to the KS_CORE user group to access shared menus and forms across all Kinetic Data applications. Customers completing surveys from the web do not need to be members of any Remedy group.