Permissions
Click one or more roles to compare their permissions, or use the search box to find specific capabilities.
| Permission | Super user | Admin user | Compliance user | Supervisor | Team leader | General user | Basic user | Playlist user |
|---|---|---|---|---|---|---|---|---|
| AccountAccount creation, settings, IP restrictions, and child account management. | ||||||||
| Access child accountsSwitch context to operate as a child account user. | ✓ | — | — | — | — | — | — | — |
| View child accountsView subordinate accounts in the account hierarchy. | ✓ | — | — | — | — | — | — | — |
| Create accountCreate new accounts in the system. | ✓ | ✓ | — | — | — | — | — | — |
| Add IP restrictionsAdd IP address restrictions for login control. | ✓ | ✓ | — | — | — | — | — | — |
| Remove IP restrictionsRemove existing IP address restrictions. | ✓ | ✓ | — | — | — | — | — | — |
| View IP restrictionsSee the list of IP address restrictions. | ✓ | ✓ | — | — | — | — | — | — |
| Update legal hold settingsModify legal hold policies at account level. | ✓ | ✓ | — | — | — | — | — | — |
| View legal hold settingsRead account-level legal hold configuration. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Update account settingsModify account configuration and preferences. | ✓ | ✓ | — | — | — | — | — | — |
| View account settingsFull read access to all account settings. | ✓ | ✓ | — | — | — | — | — | — |
| View limited settingsRestricted read-only access to non-sensitive account settings. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View accountAccess basic account and organisation information. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| AdministrationSystem administration and operational tools. | ||||||||
| Retry failed SMSManually retry delivery of failed SMS messages. | ✓ | — | — | — | — | — | — | — |
| Audit logsTrack and review user activity and system events. | ||||||||
| View own audit logRead-only access to your own audit trail. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View all audit logsRead the complete audit history for all users and activities. | ✓ | ✓ | — | ✓ | — | — | — | — |
| View entity audit logsLimited audit log visibility for assigned entities only. | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | ✓ |
| Bring your own storageConnect and manage your own Azure storage accounts for communication storage. | ||||||||
| Update storage configModify storage account connection settings. | ✓ | ✓ | — | — | — | — | — | — |
| Map users to storageAssign people to bring-your-own storage accounts. | ✓ | ✓ | — | — | — | — | — | — |
| View storage configAccess bring-your-own storage settings. | ✓ | ✓ | — | — | — | — | — | — |
| DashboardAccount analytics and overview dashboards. | ||||||||
| View dashboardAccess the account analytics dashboard. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Data groupsOrganise communications and data into groups for access control and reporting. | ||||||||
| View data group adminAccess data group administrative settings and configuration. | ✓ | ✓ | — | ✓ | — | — | — | — |
| Delete data groupsRemove data groups and their associated values. | ✓ | — | — | ✓ | — | — | — | — |
| Create data groupsAdd new data group classifications. | ✓ | — | — | ✓ | — | — | — | — |
| Update data groupsEdit existing data group definitions and values. | ✓ | — | — | ✓ | — | — | — | — |
| View data groupsRead access to data group structure and assignments. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| EndpointsPhone numbers, extensions, and other communication endpoints. | ||||||||
| View endpointsSearch and access the complete endpoint list. | ✓ | ✓ | — | ✓ | — | — | — | — |
| View limited endpointsSearch endpoints with visibility restrictions applied. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Entra IDMicrosoft Entra ID integration for single sign-on and group sync. | ||||||||
| Update Entra ID groupsModify and sync Entra ID group mappings. | ✓ | — | — | — | — | — | — | — |
| View Entra ID groupsRead Microsoft Entra ID group configurations. | ✓ | — | — | — | — | — | — | — |
| Legal holdsPlace litigation holds on communications to prevent deletion. | ||||||||
| Create legal holdsPlace new litigation holds on communications. | ✓ | — | — | — | — | — | — | — |
| Delete legal holdsRemove legal holds and release held communications. | ✓ | — | — | — | — | — | — | — |
| Update legal holdsAdd or remove communications from existing legal holds. | ✓ | — | — | — | — | — | — | — |
| View legal holdsAccess legal hold details and associated communications. | ✓ | — | — | ✓ | — | — | — | — |
| PeopleContact records linking names, endpoints, and organisational data. | ||||||||
| Manage peopleCreate and edit person records and endpoint mappings. | ✓ | ✓ | — | ✓ | — | — | — | — |
| View peopleSearch and view the full contact database. | ✓ | ✓ | — | ✓ | — | — | — | — |
| View limited peopleSearch people with restricted data visibility. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| PlaylistsCreate, manage, and share curated collections of communications with other users. | ||||||||
| Create playlistsCreate new communication playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — |
| Include private calls in playlistsOverride the default setting to allow private calls in shared playlists. | ✓ | — | — | — | — | — | — | — |
| Delete playlistsRemove communication playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — |
| Add playlist itemsAdd communications to playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Remove playlist itemsRemove communications from playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| List playlistsBrowse available playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Share playlistsShare playlists with other users. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Revoke playlist sharesRemove shared access to playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| View playlist sharesSee who has access to shared playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Update playlistsEdit playlist properties and configuration. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| View playlistsAccess playlist details and contents. | ✓ | — | — | — | ✓ | ✓ | ✓ | ✓ |
| CommunicationsRecorded communications including audio playback, search, comments, and transcriptions. | ||||||||
| View communication auditSee who has accessed a communication and when. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Access private callsListen to communications marked as private. | ✓ | — | — | — | — | — | — | — |
| Access all communicationsView every communication in the account regardless of data group. | ✓ | — | — | — | — | — | — | — |
| Add communication commentsAdd notes and observations to communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View communication commentsRead comments and notes on communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ingest communicationsSubmit new communication data into the system. | ✓ | — | — | — | — | — | — | — |
| List communicationsBrowse and list available communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Play communicationsPlay back communication audio. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Override retention periodExtend or modify retention hold dates on communications. | ✓ | — | ✓ | — | — | — | — | — |
| Create saved searchesSave custom communication search filters for reuse. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Delete saved searchesRemove saved search templates. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View saved searchesAccess previously saved search criteria. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Search playlist communicationsSearch communications limited to playlist scope only. | — | — | — | — | — | — | — | ✓ |
| Search all communicationsPerform unrestricted communication searches across all data. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Submit transcriptionsUpload transcription data for communications. | ✓ | — | — | — | — | — | — | — |
| View transcriptionsRead transcription text generated from communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Update communicationsEdit communication properties and metadata. | ✓ | — | — | — | — | — | — | — |
| View communicationsAccess communication metadata and details. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| ReportingGenerate, schedule, and download reports on account activity and communications. | ||||||||
| View report templatesBrowse available report types and definitions. | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| Request reportsGenerate ad-hoc report requests. | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| Download reportsDownload completed report files. | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| View report requestsCheck past and pending report requests. | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| Schedule reportsSet up automated recurring report jobs. | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| View report schedulesAccess report schedule configurations. | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| Retention groupsDefine how long communications are retained and who they apply to. | ||||||||
| Create retention groupsDefine new retention policy groups. | ✓ | ✓ | — | — | — | — | — | — |
| List retention groupsBrowse available retention policy groups. | ✓ | ✓ | — | ✓ | — | — | — | — |
| Assign people to retention groupsAdd or remove people from retention policy groups. | ✓ | ✓ | — | — | — | — | — | — |
| Update retention groupsEdit retention group settings and rules. | ✓ | ✓ | — | — | — | — | — | — |
| View retention groupsRead retention group configuration details. | ✓ | ✓ | — | ✓ | — | — | — | — |
| Soft auditCompliance listening sessions that log when communications are reviewed. | ||||||||
| Record audit sessionLog a compliance review or listening session. | ✓ | ✓ | — | — | — | — | — | — |
| View audit sessionsAccess soft audit session logs and events. | ✓ | ✓ | — | — | — | — | — | — |
| TagsLabels and categories applied to communications for classification. | ||||||||
| List tagsBrowse the tag catalogue. | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — |
| View tagsAccess tag definitions and configuration. | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — |
| UI featuresFrontend interface controls that enable or disable specific UI capabilities. | ||||||||
| Bulk import peopleUpload a spreadsheet to bulk-sync names and endpoints. | ✓ | ✓ | — | — | — | — | — | — |
| Download communicationsDownload individual communications directly from the UI. | ✓ | — | ✓ | ✓ | — | — | — | — |
| Search communications UIAccess the communication search interface. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| User managementCreate, edit, and manage user accounts, roles, and API access. | ||||||||
| Grant elevated rolesPromote users to power user or elevated roles. | ✓ | ✓ | — | ✓ | ✓ | — | — | — |
| Create API keysGenerate API authentication tokens for users. | ✓ | — | — | — | — | — | — | — |
| Create usersAdd new user accounts. | ✓ | ✓ | — | ✓ | ✓ | — | — | — |
| View user rolesSee roles and rights assigned to users. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View all available rolesAccess the complete catalogue of system roles and rights. | ✓ | ✓ | — | ✓ | ✓ | — | — | — |
| Update own profileEdit your own user profile and settings. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View own profileAccess your own user profile information. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View user statisticsAccess user activity and usage metrics. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Update usersEdit user details, roles, and properties. | ✓ | ✓ | — | ✓ | ✓ | — | — | — |
| View usersSearch and list all users with full details. | ✓ | ✓ | — | ✓ | ✓ | — | — | — |
| View limited usersSearch users with restricted field visibility. | ✓ | ✓ | — | — | ✓ | ✓ | ✓ | ✓ |