Administration

InterAction Business Edge is set up and customized by your local system administrator. Administrators of InterAction Business Edge can configure the following:

  1. Manage user accounts and their privileges [Manage Users > User Access]

    InterAction Business Edge includes the following user types:

    Full Users - Full users of Business Edge have access to all aspects of the application. They can view all pursuits, opportunities, companies, tasks, reports, etc. As a result, this role can effectively research business development using features such as the identified connections to companies; create or open opportunities or pursuits; create and assign tasks; create and customize reports on business activities; etc. The role can also review and manage work in that Full users can see all tasks, opportunities, and pursuits, whether they are involved or not; as a result, they can check if assigned work has been done, rescheduled, reassigned, etc.

    Standard Users - Standard users have access to tasks, opportunities, and pursuits in which they are involved. They can track progress of business development that they are part of, but they are not enabled to see all activities (tasks, opportunities, pursuits). Nor can they create, run, or see Reports.

    Basic Users - All InterAction users are automatically Basic users of Business Edge. Basic users can view and respond to assigned tasks.

    Administrative Users - Administrators have access to the administrative controls. They have no other access or privileges.

  2. Configure which activity types are displayed in InterAction Business Edge [Settings > Activities]

  3. Turn on/off email reminders [Settings > Manage Emails]

    You can configure InterAction Business Edge to send email notifications:

    • when a new task is created and assigned
    • when an assigned task is updated

    • weekly summaries

    You can also test emails on the Manage Emails screen. An administrator can select any user of the system, generate a sample email digest, and verify it. The email is sent to the logged-in administrator.

  4. Establish the fields and field names in the application [Global Values]

    1. Modify the field names in the application [Label Configuration] as you need.

    2. Select which users are permitted to view content in the Company Details panel [Company Standard Fields]. These fields display in the Details panel of the Company Overview screen. The Standard fields can include:

      • Company Type
      • Description
      • Industry
      • DUNS Number
      • Number of Employees
      • Year Founded
      • Stock symbol and Exchange

      • Social media, including Twitter and LinkedIn

    3. Specify the values for fields across opportunities and pursuits, including:

      • Origination Source
      • Type of Work
      • Practice Group

      • Industry

    4. Create custom fields for opportunites and pursuits [Custom Fields].

      The following custom field types are available if set up by the local system administrator:

      Text fields - allowing any alphanumeric character up to 56 characters

      Text areas - allowing any alphanumeric character up to 256 characters

      Numeric - a number as a decimal, up to 14 characters. The field displays decimals only when a user enters it as a decimal, not a whole number.

      Currency - stores a number as a decimal, up to 14 characters with 2 decimal places.

      Date - stores a date in UTC format. The date is displayed in the date format configured for the company.

      Picklist - a field allowing the user to choose from a defined list of options. These options are displayed in alphabetical order.

      The system administrator selects how many of each type of field to create and in what order they are to display in the Custom Fields panel.

  5. Specify the values for fields in opportunities and pursuits:

    • Jurisdictions
    • Pursuit Types
    • Opportunity Types
    • Pursuit Stages
    • Pursuit Status
    • Outcome Reasons

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