User permissions

Regular User PermissionsThis page contains a list of all the different user permissions that are available in Verba. You can define a fully customizable set of these permissions for each user role.

Permission Name	Description
Application Access
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
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 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.
Use Participant Set	Grants 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 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.)
Sharing
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.
Annotation
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).
Data Retention
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
Reporting	Grants the user access to the reporting features of Verba. For more information on reporting see the Reporting guide.
Quality Management
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.
Speech Analytics
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.
Customization
Personalize Conversation List Layout	Grants the user permission to modify of Search Layout on the Search page.

Administrative Permissions

Permission Name	Description
User Administration
Users/Groups	Grants the user permission to manage user and group settings in the system. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Group Membership Administration	Grants the user permission to manage group membership settings in the system.
Extensions	Grants the user permission to manage extension settings in the system. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Managed Users/Groups/Extensions	Grants group administrator users permission to manage the settings of users in the groups they are administrators in. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Roles	Grants the user permission to manage user role settings in the system. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
AD Profiles	Grants the user permission to manage Active Directory Synchronization profile settings in the system. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Bulk User Import	Grants the user permission to use the Bulk user import feature.
Security
Search Audit Log	Grants the user permission to view and search the system audit log.
Encryption Keys	Grants the user access to the encryption key management page. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Create
API Keys	Grants the user access to the API key management page. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Session Monitor	Grants the user access to the session monitor feature to review current web interface access sessions.
Customizations
Metadata Templates	Grants the user permission to manage metadata templates. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Automatic Labeling Rules	Grants the user permission to create and manage automatic labeling rules.
Default Conversation List Layout	Grants the user permission to manage the default conversation list layout of the search interface. The level of permission depends on your choice from the list. Read Only Read, Update
Data Management
Storage Targets	Grants the user permission to manage list of storage targets. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Retention Policies	Grants the user permission to manage data retention policies. For more information on data retention see the corresponding guide. The level of permission depends on your choice from the list. Read Only Read, Update Read, Update, Delete Read, Update, Create Read, Update, Create, Delete
Conversation Import	Grants the user permission to import conversations to the system.
Conversation Export	Grants the user permission to export conversations from the system.
Recurring Conversation Export	Grants the user permission to create recurring conversation export.
List User Exports	Grants the user permission to list other user's exports.
Operation and Maintenance
Server Configuration	Grants the user permission to server configuration. This includes the configuration of all Verba Nodes. The level of permission depends on your choice from the list. Read Only Read, Update
License	Grants the user permission to manage Verba Licenses. The level of permission depends on your choice from the list. Read Only Read, Update
Database Monitoring	Grants the user access to the database monitoring features of the web interface accessible from the System menu.
Background Task Monitoring	Grants the user access to the background task monitoring features accessible from the System menu.
Multi-tenant
Multi-Tenant Administrator	Grants the user access to the multi-tenant deployment-specific configuration settings of Verba. This is only available in multi-tenant deployments.
Quality Management
Quality Management Administrator	Grants the user permission to manage quality management module including creating and maintaining quality management projects and forms.
Speech Analytics
Speech Analytics Administrator	Grants the user permission to administer speech indexing of conversations to allow users with the 'Speech Search' permission to search for phrases in audio conversations.