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InterAction® Windows Client Answer Center

Managing Data Change Management Users and Groups

  • Updated

There are two ways to give users data management responsibilities:

  • Add the user as a Data Change Management user
  • Add the user to a group that is a Data Change Management group

Because the responsibility of managing large sets of data belongs to several people instead of just one, the ownership of rule sets, contact types, and marketing lists is typically assigned to groups instead of individual users. For example, you may have five data stewards that are responsible for managing changes to contacts of the type Client.

Typically, you add a Data Change Management user instead of a group when you want to make one user be responsible for a rule set instead of a group of users. For example, there may be only one data steward at your organization that manages your top clients while there may be five data stewards that manage all clients.

You can assign ownership of a rule set, contact type, or marketing list to one user or one group. You typically assign ownership to a group instead of a user. This is because you will often have two or more users responsible for managing each area of information instead of only one user.

Users can also be given data manager privileges. This makes the user a “super user” of the Data Change Management Inboxes. For more information, see Setting Data Change Management Data Managers.

Designating a user or group as a Data Change Management user or group does not give the users or groups permission to modify contact types. For information on giving this permission to users, see Assigning Users Permission to Manage Contact Types.

Add a Data Change Management Group

For information on making users data managers, see Setting Data Change Management Data Managers. For information on giving users access to the Comprehensive View, see Giving Full Edit Rights in the Comprehensive View.

  1. Log on to InterAction Administrator.
  2. If the group does not already exist in InterAction, create the group.
  3. On the main window of InterAction Administrator, double-click Data Change Management Configuration.

  4. Choose Users and Groups.

  5. On the Data Change Management Users and Groups dialog box, choose Add Group.

  6. Select the group to add as a Data Change Management group then choose OK.

    To view the members of the group, select the group then choose Members.

  7. When finished, choose Close.

Add a Data Change Management User

  1. Log on to InterAction Administrator.
  2. If the user does not already exist in InterAction, create the user. 
  3. On the main window of InterAction Administrator, double-click Data Change Management Configuration.

  4. Choose Users and Groups.

  5. On the Data Change Management Users and Groups dialog box, choose Add User.

  6. Select the user to add as a Data Change Management user then choose OK.

    To select multiple users, mark the users to add.

  7. When finished, choose Close.

Remove a Data Change Management Group

  1. Log on to InterAction Administrator.
  2. On the main window of InterAction Administrator, double-click Data Change Management Configuration.
  3. Choose Users and Groups.

  4. On the Data Change Management Users and Groups dialog box, select the group to remove then choose Remove From List.

    If the group is the owner of a contact type, marketing list, or rule set, InterAction displays a message and does not let you remove the group. You must first set a new owner for any contact types, marketing lists, or rule sets for which the group was responsible.

  5. Choose OK on the confirmation dialog box.

Remove a Data Change Management User

  1. Log on to InterAction Administrator.
  2. On the main window of InterAction Administrator, double-click Data Change Management Configuration.
  3. Choose Users and Groups.

  4. On the Data Change Management Users and Groups dialog box, select the user to remove then choose Remove From List.

    If the user is the owner of a contact type, marketing list, or rule set, InterAction displays a message and does not let you remove the user. You must first set a new owner for any contact types, marketing lists, or rule sets for which the user was responsible.

  5. Choose OK on the confirmation dialog box.