Big changes have been made on restriction features, starting with 5.4.3. We also brought in a new feature named "Module", mainly for the management of our Field API.

In previous versions, restrictions worked broadly like this:

• All users are allowed to log in with CATI, AskiaFace, Kodim, etc.
• Users can only log in with Supervisor if 'allow supervisor module' is enabled. If this is the case, you could configure permissions per CCA object.
• To be able to use the API, users need to have both 'allow Supervisor' and 'allow API login' enabled.

This had the following drawbacks:

• It was impossible to prevent logging in on client applications.
• If a user needed API access, they also had Supervisor access
• It wasn't possible to differentiate API logins.

Because of this the new Modules feature has been introduced and allows:

• Changes in the Restriction Properties window.
• The creation and use of custom modules.

Modules tab

To check which module can be used within a specific restriction, first open the Restriction Properties menu. You can see a new tab, named "Modules" (along with "Agent" and "Management" tabs). 

• Agent Modules (modules that can be logged into with an agent restriction):
  • AskiaFace (for AskiaFace Windows and tablets - default)
  • CATI (default)
  • Kodim (default)
• Management modules (modules that require a management restriction to login):
  • CCAPortal (default)
  • RecordingManagmentTool (default)
  • Supervisor (Default)
  • Custom created module (see creating a module)

Tick or untick to allow or disallow the usage of a specific module for this restriction.

Agent tab

The "Agent" tab is now a combination of the CATI / CAPI / Coding and pause restrictions:

Management tab

• The old Supervisor restrictions have moved to the Management tab, now useable for all management modules.
• 'Supervisor only' options are grouped.
• "Enable FTP Functionality" has been renamed.

Module creation

You may need to create a new API module.

• A management restriction can prevent actions in this window 
• When logging in using the API, you'll need to specify the module.
• Future dashboards or applications will receive a hardcoded module name that can be linked here. For this you will need to create a new module with the hardcoded name.

To create a new module, go to Ribbon > Extra > Modules:

 Add a new module:

• With a unique name different from the default names.
• "Allow multiple sessions per user".