DocsInteract restrictions
This section covers user’s rights, process field limitations & access levels.
User rights
- User Groups – Allows for locally created users to be placed in user groups. User groups could be created according to department e.g. finance, HR or by user group purpose e.g. Developers, IT Support etc.
- Process Categories – Process categories can be assigned to users which allows for restrictions to be implemented as to the level of access a user has to the processes on Interact.
- LDAP Sync – Allows for Interact to integrate with an organization’s active directory using an LDAP connection. User names and passwords and user groups are inherited from the LDAP sync.
- Password Management – As soon as a user has been created on Interact, an automated email will be sent to the user’s email address (using the specified SMTP settings). This email will provide the user with their username and will prompt them to create their password. Password management therefore resides with the end user and is not stored locally within Interact.
Process form field restrictions
|
Field |
Datatype |
Applicable Restrictions |
|---|---|---|
|
File |
File attachment |
Restricted to locally stored files. Help text can be set. Set field label. Set field name. |
|
Hyperlink |
|
Provide a specific URL and link text. |
|
Empty Space |
- |
Set height of space. |
|
Multiline |
Alphanumeric |
Set number of columns. Help text can be set. Set field label. |
|
Paragraph |
Text |
No character restriction. Can set Bold, Italics and underline. |
|
Date |
Date |
When selecting a date, a calendar will pop out for you to select a date. The date format is set to YYYY/MM/DD. Help text can be set. Set field label. Set field name. |
|
Time |
Number |
When selecting a time, a drop down will appear with a list of predefined times to choose from. The times increase by 10 mins e.g. 03:20:00, 03:30:00, 03:40:00 etc. The time format is set to HH:MM:SS. Help text can be set. Set field label. Set field name. |
|
Password |
Text |
Currently no restrictions. Help text can be set. Set field label. |
|
|
Email address |
Requires a legitimate email address i.e. requires an ‘@’ symbol. Help text can be set. Set field label. Set field name. |
|
Number |
Number |
Minimum Value and maximum value can be set. Step value can be set. Help text can be set. Set field label. Set field name. |
|
Radio Group |
- |
Set number of options. Formats options as radio buttons to select. Restricts selection to one option Help text can be set. Set the Radio Group field to be required. Set field label. Set field name. |
|
Select |
- |
Provides a dropdown list to display options. Set number of options. Restricts selection to one option or can allow multiple options to be selected. Set field label. Set field name. |
|
Text Field |
Text |
Maximum length can be set. Help text can be set. Variable will set the text field to a field within your profile e.g. Username, Email, Department. Set field label. Set field name. |
|
Text Area |
Text |
Maximum length can be set. Help text can be set. Set field label. Set field name. |
|
Checkbox Group |
- |
Set number of options. Formats options as check boxes to select. Multiple elections can be made. Help text can be set. Set the Checkbox Group field to be required. Change checkboxes to toggles. Set field label. Set field name. |
|
Image Upload |
Image attachment |
Restricted to JPEG and PNG images with min 600x600 and max 900x900 pixels sizes. Help text can be set. Set field label. Set field name. |
Interact accessibility
Interact has three layers of access that can be implemented:
- Web Server only access
- Platform only access
- Access to Interact that is external from the platform
If the URL is set to “localhost” and the assigned port is closed on the NSG, Interact will only be accessible from the Web Server. If the URL is set to the hostname e.g. http://gbazssws01:<port>/login and the assigned port is opened on the NSG to point to the IP’s of the platform, Interact will be accessible from across the platform. To make Interact externally accessible, the NSG rule to open the Interact port needs to either point to a network IP or set to any to make it publicly accessible.
