Role Permissions

  • Updated on Jun 12, 2025
  • 1 minute(s) read
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System Administrator  

Global Hold Manager  

Global Hold Viewer

Matter Manager

Matter Viewer

Developer

Configuration Related Permissions

 

 

 

Manage Users (add, delete)

x

 

 

 

View Users and Role Assignments

x

 

 

 

View All Users

x

x

x

x

x

 

Manage Roles

x

 

 

 

Manage Groups

x

 

 

 

 

 

Manage Message Templates

x

x

 

 

View All Message Templates

x

x

x

x

 

Manage Questionnaire Templates

x

x

 

 

View All Questionnaire Templates

x

x

x

x

 

Manage Address Book

x

x

 

 

 

View All Contacts

x

x

x

x

x

 

Sync Address Book with AAD

x

 

 

 

View Reports

x

x

x

x

 

View Subscription Audit

x

x

x

x

 

View Tenant Audit

x

 

 

 

Hold Related Permissions

 

 

 

Create Hold

x

x

 

 

Edit Hold

x

x

 

 

Delete Hold

x

x

 

 

View Hold

x

x

x

x

 

View All Holds

 

x

 

 

 

 

View Questionnaire Responses

x

x

x

x

 

Matter Related Permissions

 

 

 

Manage Matter

x

x

 

 

Create Matter

 

x

 

x

 

 

View Matter

 

x

 

x

x

 

View All Matters

x

x

 

 

 

Public API Related Permissions

 

 

 

 

 

 

View public API documentation page

x

 

 

 

 

x