User permissions

SSO Authentication Enabled

Enables 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 Enabled

Enable password-based authentication for the user.

Mobile web

Grants access to the mobile web interface of Verba to the user.

Dial-in interface

Allows 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

Scope

Determines the range of conversations the user has access to:

Filtering Criteria

Additional filtering criteria can be added by the

Open

icon. These filters will restrict the access to the recorded conversations further above the setting selected at the Scope setting.

Filtering Criteria Relationship Across Roles

When 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 than

Denies 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 Conversations

Grants the user permission to view ongoing calls that are currently being recorded.

Agent View of Ongoing Conversations

Grants 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 Conversations

Grants the user permission to listen in (silent monitor) to ongoing calls that are currently being recorded.

View Conversation Details

Grants the user permission to view the details of a conversation in the search interface.

Play Conversation

Grants the user permission to play/view conversations from the search interface.

Recycle Bin

Grants the user permission to use the Recycle Bin feature. For more information refer to: Recycle bin

Use Participant Set

Grants the user permission to use the Participant Set feature.

Participant Set

Grants access to creating or sharing participant sets:

Download a Conversation

Grants 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 Export

Grants the user permission to create recurring conversation export.

Conversations List Export

Grants the user permission to perform conversation list exports.

Access Secondary Recordings

Grants 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.)

E-mail

Grants the user permission to share conversations visible to them via emailing an URL pointing to the conversation.

Share Conversations

Grants the user permission to share conversations via the web interface sharing page.

Access View Shared Items menu

Grants the user permission to view shared conversations shared with them via the web interface sharing page.

Comment

Grants the user permission to add custom metadata to conversations.

Mark as Private

Grants 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 Labeling

Grants 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).

Delete a Conversation

Grants the user permission to delete conversations with the exception of conversations that have been placed under Legal Hold.

Protect a Conversation

Grants 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 Hold

Grants the user permission to enable Legal Hold for labels. For more info on Legal hold, see the corresponding article.

Initiate Release from Legal Hold

Grants 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 Hold

Grants 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

Grants the user access to the reporting features of Verba. For more information on reporting see the Reporting guide.

Quality Management Agent

Enables 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 Evaluator

Enables 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.

Indexed User

Allows 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 Search

Grants the user permission to the speech search features of the search interface.

Personalize Conversation List Layout

Grants the user permission to modify of Search Layout on the Search page.