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Permission NameDescription
Application Access
SSO Authentication EnabledEnables Single Sign on authentication for the user. When using SSO, users don't need to log into Verba with their Verba accounts, they can be authenticated automatically by Windows. Please note that SSO has to be enabled system-wide for this setting to work.
Password Authentication EnabledEnable password-based authentication for the Available Identity ProvidersThe list of the available identity providers for login. For more information, see: Authentication
Associated Identity ProvidersThe identity providers associated with the role. This determines the login options of the user.
Mobile webGrants access to the mobile web interface of Verba to the user.
Dial-in interfaceAllows the user to use the Dial-In recorder services. Dial-In recording has to be configured as a prerequisite. For more information, see the following article: Configuring the Verba Dial-in Recorder Service
Conversation Access
Scope

Determines the range of conversations the user has access to:

    • No Access to Conversations
    • Access Shared Only: the user can only access conversations that have been previously shared with them by other users.
    • Standard (User and group-based): the user can access the conversations that belong to it and the conversations of the other users that are in the groups the user is a supervisor of
    • Access All: the user can access every conversation in the system
Filtering Criteria
Additional filtering criteria can be added by the icon. These filters will restrict the access to the recorded conversations further above the setting selected at the Scope setting.
Filtering Criteria Relationship Across RolesWhen multiple roles assigned to the same user, and more than one role has filtering criteria, then this setting determines whether AND or OR logic will be used between the filters depending to separate roles.
Unable to Access Conversations Older thanDenies access to calls for the user that are older than the specified amount of time (hours). Zero value means that there is no denial of access based on the age of conversations.
List Ongoing ConversationsGrants the user permission to view ongoing calls that are currently being recorded.
Agent View of Ongoing ConversationsGrants the user permission to view the desktop screens of agents currently in a conversation that have been configured for screen capturing.
Real-Time Silent Monitoring of Ongoing ConversationsGrants the user permission to listen in (silent monitor) to ongoing calls that are currently being recorded.
View Conversation DetailsGrants the user permission to view the details of a conversation in the search interface.
Play ConversationGrants the user permission to play/view conversations from the search interface.
Use Participant SetGrants the user permission to use the Participant Set feature.
Participant Set

Grants access to creating or sharing participant sets:

    • No access: user is not allowed to create or share participant sets.
    • Define Users: with this permission can create Participant Sets, but can't share them with other users.
    • Define & Share: users with this permission can create and share Participant Sets.
Download / Export
Download a ConversationGrants the user permission to download conversations from the storage to their own computer.
Conversation Export

Grants access to export recorded conversations:

  • No access: user is not allowed to export recorded conversations.
  • Media Files Only: users can export only media files.
  • Metadata Files Only: users can export only metadata files.
  • Both Media and Metadata Files: users can export media and metadata files as well.
Recurring Conversation ExportGrants the user permission to create recurring conversation export.
Conversations List ExportGrants the user permission to perform conversation list exports.
Access Secondary RecordingsGrants the user permission to toggle secondary recordings on and off on the search page. (You can find the toggle icon on the top right edge of the search page.)
Sharing
E-mailGrants the user permission to share conversations visible to them via emailing an URL pointing to the conversation.
Share ConversationsGrants the user permission to share conversations via the web interface sharing page.
Access View Shared Items menuGrants the user permission to view shared conversations shared with them via the web interface sharing page.
Annotation
CommentGrants the user permission to add custom metadata to conversations.
Mark as PrivateGrants the user permission to mark conversations as private. When a conversation is marked as private, nobody else (not even group supervisors and users with 'Access All' rights) in the system can access it except for the user who marked it.
Manual LabelingGrants the user permission to manually apply labels to conversations (the scope of the users access to certain labels and conversations can be limited by other permissions).
Data Retention
Delete a ConversationGrants the user permission to delete conversations with the exception of conversations that have been placed under Legal Hold.
Protect a ConversationGrants the user permission to mark conversations as protected. When there are data retention policies in place that are configured to ignore protected conversations, the button associated with this permission can be used to protect conversations from the execution of those policies.
Enable Legal HoldGrants the user permission to enable Legal Hold for labels. For more info on Legal hold, see the corresponding article.
Initiate Release from Legal HoldGrants the user permission to initiate release of a legal hold for labels. This request still has to be approved by a user with the 'Approve Release from Legal Hold' permission for the legal hold to be successfully lifted.
Approve Release from Legal HoldGrants the user permission to approve the release of legal hold from a label. The release first has to be initiated by a user with the 'Initiate Release from Legal Hold' permission.
Reporting
ReportingGrants the user access to the reporting features of Verba. For more information on reporting see the Reporting guide.
Quality Management
Quality Management AgentEnables the user as a Quality Management Agent. The user's conversations can be selected by Quality Management projects to be evaluated by Quality Management Evaluators. For more information on the Quality Management module of Verba, see the Quality Management guide.
Quality Management EvaluatorEnables the user as a Quality Management Evaluator. The user can evaluate Quality Management Agent users' conversations that are selected by a Quality Management project. For more information on the Quality Management module of Verba, see the Quality Management guide.
Speech Analytics
Indexed UserAllows speech indexing of conversations associated with the user. To do the actual indexing you will need to set up a speech indexing policy to create the index files.
Speech SearchGrants the user permission to the speech search features of the search interface.
Customization
Personalize Conversation List LayoutGrants the user permission to modify of Search Layout on the Search page.

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