Role Permissions

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 (Viewers in Hold only)

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