Creating Interact system users

The Interact runtime environment users work with the Interact runtime servers to send configuration data from the design time environment to the runtime environment. The Interact design time environment users can edit interactive flowcharts.

Interact has the following types of system users:

Runtime environment users are HCL® user accounts that are configured to work with the Interact runtime servers. The users must send the Interact configuration data from the design time environment to the runtime environment when they use JMX monitoring with the JMXMP protocol.
Design time environment users are Campaign users. Configure the security for the various members of your design time team as described in the HCL Campaign Administrator's Guide.

Runtime environment user

The Interact runtime user account must be an internal user account.

The person who sends Interact configuration data from the design time environment to the runtime environment must log in as an HCL® Marketing Software user. The internal user account must exist in the instance of the Marketing Platform that the Interact runtime server is dependent on.

All Interact servers that belong to the same server group must share user credentials for runtime deployment. If you have separate Marketing Platform instances for each Interact server, you must create an account with the same user login name and password on each Marketing Platform instance.

If you enable security for JMX monitoring with the JMXMP protocol, you might require a separate user for JMX monitoring security.

Design time environment users

Configure the Interact design time environment users in the same way you configure Campaign users, as described in the HCL Campaign Administrator's Guide.

You must configure an Interact design time environment user to have all the permissions of a Campaign user to edit flowcharts.

For a Campaign user who has permission to edit interactive flowcharts, you must store data source credentials for the Interact test run tables in their account.

The following table provides information about the permissions that a Campaign user must have to edit campaigns, channels, and flowcharts:

Table 1. Permissions for design time environment users
This two-columned table provides information about the category in one column, and the permissions in the second column.
Category	Permissions
Campaigns	The following list provides information about the permissions that users must have to modify campaigns: View Campaign Interaction Strategies - Ability to see but not edit interaction strategy tabs in a campaign. Edit Campaign Interaction Strategies - Ability to change the interaction strategy tabs, including treatment rules. Delete Campaign Interaction Strategies - Ability to remove interaction strategy tabs from campaigns. Deletion of an interaction strategy tab is restricted if the interactive channel to which it is already assigned is deployed. Add Campaign Interaction Strategies - Ability to create new interaction strategy tabs in a campaign. Initiate® Campaign Interaction Strategy Deployments - Ability to mark an interaction strategy tab for deployment or undeployment.
Interactive Channels	The following list provides information about the permissions that users must have to modify interactive channels: Deploy Interactive Channels - Ability to deploy an interactive channel to Interact runtime environments. Edit Interactive Channels - Ability to change the interactive channels. Delete Interactive Channels - Ability to remove interactive channels. Deletion of interactive channels is restricted if the interactive channel is already deployed. View Interactive Channels - Ability to see but not edit interactive channels. Add Interactive Channels - Ability to create new interactive channels. View Interactive Channel Reports - Ability to see the analysis tab of the interactive channel. Add Interactive Channel Child Objects - Ability to add interaction points, zones, events, and categories.
Sessions	The following list provides information about the permissions that users must have to modify flowcharts: View Interactive Flowcharts - Ability to see an interactive flowchart in a session. Add Interactive Flowcharts - Ability to create new interactive flowcharts in a session. Edit Interactive Flowcharts - Ability to change the interactive flowcharts. Delete Interactive Flowcharts - Ability to remove interactive flowcharts. Deletion of interactive flowcharts is restricted if the interactive channel to which this interactive flowchart is assigned is already deployed. Copy Interactive Flowcharts - Ability to copy interactive flowcharts. Test Run Interactive Flowcharts - Ability to initiate a test run of an interactive flowchart. Review Interactive Flowcharts - Ability to see an interactive flowchart and open processes to view settings, but unable to make changes. Deploy Interactive Flowcharts - Ability to mark an interactive flowcharts for deployment or undeployment.