Role Permissions



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