Roles Matrix
IMPORTANT
* – Users with this role cannot be assigned any other role at the same time.
** – This role cannot be the only role assigned to a user.
End Users
| Permission | Info Security | Privacy Officer | Compliance Officer | Executive | Reviewer | Guest | Pharmacy | Pharmacy Admin |
Manager |
|---|---|---|---|---|---|---|---|---|---|
| Dashboard | |||||||||
| Access and edit Dashboards | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
|
Add Pre-built Widgets |
Yes |
Yes |
Yes Quick Links Recently Viewed System Progress Alert Overview Alerts By Investigation Enforced Policies |
Yes Quick Links Recently Viewed System Progress |
Yes Quick Links Recently Viewed System Progress |
Yes Quick Links Recently Viewed System Progress |
Yes Quick Links Recently Viewed System Progress Alert Overview Alerts By Investigation |
Yes Quick Links Recently Viewed System Progress Alert Overview Alerts By Investigation |
– |
| Add Report Widgets | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Add Governance Widgets | Yes | Yes | Yes | Yes | – | – | Yes | Yes | – |
| Quick Reports | |||||||||
| Run a Quick Report | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Run a Quick Report on Archived Data | – | – | – | – | – | – | – | – | – |
| View the results of Quick Reports on Archived Data (Restore Requests) | – | – | – | – | – | – | – | – | – |
| Reports | |||||||||
| Access Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| View All Reports | Yes | – | – | – | – | – | – | Yes | – |
| View My or Shared Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| View Reports Library | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| View Saved Results | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Create Reports | Yes | Yes | Yes | – | Yes | Yes | – | ||
| Copy Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Add Reports to Dashboard | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Execute Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Edit Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Schedule Reports | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Schedule Enforced Policy | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Delete Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Reassign Reports | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Share Reports | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Export Report List | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Export Report Results | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Preview Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Add and manage Tags | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes | – |
| Attach Report to an Investigation | Yes | Yes | Yes | Yes | – | – | Yes | Yes | – |
| Enforced Policies New | |||||||||
| Access Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View Enforced Policies owned or shared with the user | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View All Enforced Policies | Yes | – | – | – | – | – | – | Yes | – |
| Access Enforced Policies | – | – | – | – | – | – | – | – | – |
| Enforced Policies Classic | |||||||||
| Access Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View My Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View Shared Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View All Enforced Policies | Yes | – | – | – | – | – | – | Yes | – |
| Schedule Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Pause Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Resume Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Share Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Edit Enforced Policy's report | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Delete Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Export Enforced Policies | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View Enforced Policy Wizard | – | – | – | – | – | – | – | – | – |
| Investigations | |||||||||
| Access Investigations | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes |
| View All Investigations | Yes | – | – | – | – | – | – | Yes | – |
| View My Investigations | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | – |
| View Shared Investigations | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes |
| View Deleted Investigations | Yes | – | – | Yes | – | – | – | Yes | – |
| Create Investigations | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| View Investigation Details | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes |
| Edit Investigations | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Reassign Investigations | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Share Investigations | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Delete Investigations | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes |
| Undelete Investigations | Yes | – | – | – | – | – | – | Yes | – |
| Close Investigations | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Export Investigations | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes list No details |
| Print Investigations | Yes | Yes | Yes | Yes | Yes | – | Yes | Yes | Yes |
| Alerts | |||||||||
| Access Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Search for Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Create Alert View | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Dismiss Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| Investigate Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| Reassign Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| Share Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| Delete Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| View Alert Details | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Edit Alert Details | Yes | Yes | – | – | – | – | Yes | Yes | |
| Mark Alert as Further Review Required | – | – | – | – | – | – | – | – | Yes |
| Mark Alert as Appropriate Access | – | – | – | – | – | – | – | – | Yes |
| Add Note to Alert | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Alerts Classic | |||||||||
| Access Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Create Alert View | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Change Alert View | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Reassign Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Search Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Share Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Delete Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Export Alerts | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Manage Tag Assignments | Yes | Yes | Yes | – | – | – | Yes | Yes | – |
| Investigate Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| Dismiss Alerts | Yes | Yes | – | – | – | – | Yes | Yes | – |
| View Alert Details | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Edit Alert Details | Yes | Yes | – | – | – | – | Yes | Yes | |
| View attached Investigations | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| Mark Alert as Further Review Required | – | – | – | – | – | – | – | – | Yes |
| Mark Alert as Appropriate Access | – | – | – | – | – | – | – | – | Yes |
| Add Note to Alert | Yes | Yes | Yes | – | – | – | Yes | Yes | Yes |
| People | |||||||||
| Access People | Yes | – | – | – | – | – | – | Yes | – |
| One ID | |||||||||
| Access One ID | Yes | – | – | – | – | – | – | Yes | – |
| Add a Note | Yes | – | – | – | – | – | – | Yes | – |
| Governance | |||||||||
| Access Governance | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| View All Governance Reports | Yes | – | – | – | – | – | – | Yes | – |
| View My or Shared Governance Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| View All Governance Portfolios | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| View My Governance Portfolios | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| Execute Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| Share Reports | Yes | Yes | Yes | – | – | Yes | Yes | – | – |
| Reassign Reports | Yes | Yes | Yes | – | – | Yes | Yes | – | – |
| Export Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| Create Alert Governance Reports | Yes | Yes | Yes | – | – | Yes | Yes | – | – |
| Create Enforced Policy Governance Reports | Yes | Yes | Yes | – | – | Yes | Yes | – | – |
| Create Investigation Governance Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| Create Involved Party Governance Reports | Yes | Yes | Yes | Yes | – | Yes | Yes | – | – |
| Operations – Users | |||||||||
| View and manage users | Yes | – | – | – | – | – | – | Yes | – |
| View and manage user groups | Yes | – | – | – | – | – | – | Yes | – |
| Operations – Application Data | |||||||||
| Add and edit Sources | – | – | – | – | – | – | – | – | – |
| Add and edit Targets | – | – | – | – | – | – | – | – | – |
| View Salesforce Configuration | Yes | – | – | – | – | – | – | Yes | – |
| Edit Salesforce Configuration | – | – | – | – | – | – | – | – | – |
| View and manage AI configuration | Yes | – | – | – | – | – | – | Yes | – |
| Add and edit File Mapping | – | – | – | – | – | – | – | – | – |
| Use ETL Automation | – | – | – | – | – | – | – | – | – |
| Add and edit Table Mappings | – | – | – | – | – | – | – | – | – |
| View and manage Transformations | – | – | – | – | – | – | – | – | – |
| View and export Mapping Summary | Yes | – | – | – | – | – | – | Yes | – |
| View and export Analytic Summary | Yes | – | – | – | – | – | – | Yes | – |
| View and edit Machine Learning Configuration | – | – | – | – | – | – | – | – | – |
| View and edit Normalized Medications List | – | – | – | – | – | – | – | – | – |
| Operations – System Monitoring | |||||||||
| View Task Status | Yes | – | – | – | – | – | – | Yes | – |
| View and edit Data Availability Status | Yes | – | – | – | – | – | – | Yes | – |
| View and edit Task Scheduler | – | – | – | – | – | – | – | – | – |
| View and add Process Run Info | – | – | – | – | – | – | – | – | – |
| View and export Source History | Yes | – | – | – | – | – | – | Yes | – |
| Adjust Application Logging Levels | – | – | – | – | – | – | – | – | – |
| View Application Logs | – | – | – | – | – | – | – | – | – |
| View and export Application Audit Trail | Yes | – | – | – | – | – | – | Yes | – |
| Toggle Console Logs | – | – | – | – | – | – | – | – | – |
| Operations – Master | |||||||||
| View and Edit Unmatched Records | Yes | – | – | – | – | – | – | Yes | – |
| View and Edit Active Manual Matches | Yes | – | – | – | – | – | – | Yes | – |
| View Identity Rule Violations | Yes | – | – | – | – | – | – | Yes | – |
| Setup Identity with TruePerson Identity | Read Only | – | – | – | – | – | – | Read Only | – |
| View Master Collisions | Yes | – | – | – | – | – | – | – | – |
| View and edit Master Tables (pre TruePerson) | – | – | – | – | – | – | – | – | – |
| View Master User Table | – | – | – | – | – | – | – | – | – |
| View and edit images | – | – | – | – | – | – | – | – | – |
| Operations – User Defined Forms | |||||||||
| View and Edit Answer List | – | – | – | – | – | – | – | – | – |
| View and Edit Question List | – | – | – | – | – | – | – | – | – |
| Add and Update forms with Form Builder | – | – | – | – | – | – | – | – | – |
| Operations – Library | |||||||||
| View and Edit Standard Field Groups | – | – | – | – | – | – | – | ||
| View and Edit Standard Fields | – | – | – | – | – | – | – | ||
| View and Edit Join Types | – | – | – | – | – | – | – | ||
| View and Edit Joins | – | – | – | – | – | – | – | – | – |
| View and Edit Discovered Object Relationships | – | – | – | – | – | – | – | – | – |
| View and Edit Composite Joins | Yes | – | – | – | – | – | – | Yes | – |
| View and Edit Mapping | – | – | – | – | – | – | – | – | – |
| Templates View and Edit Analytic Templates | – | – | – | – | – | – | – | – | – |
| View and Edit Governance Templates | – | – | – | – | – | – | – | – | – |
| View and Edit Form Templates | – | – | – | – | – | – | – | – | – |
| View and Edit Email Templates | – | – | – | – | – | – | – | – | – |
| View and Edit Investigation Templates and Library | Yes | – | – | – | – | – | – | Yes | – |
| Operations – Properties | |||||||||
| View and Edit Custom Fields | – | – | – | – | – | – | – | – | – |
| View and Edit App List Values | – | – | – | – | – | – | – | – | – |
| View and edit System Property | – | – | – | – | – | – | – | – | – |
| View and edit Email Configuration | – | – | – | – | – | – | – | – | – |
| View and edit Single Sign On Configuration | – | – | – | – | – | – | – | – | – |
| Manage Application Cache | – | – | – | – | – | – | – | – | – |
| View and Edit Splunk Configuration | – | – | – | – | – | – | – | – | – |
| View and Edit SumoLogic Configuration | – | – | – | – | – | – | – | – | – |
| View and Edit Visualization Configuration | – | – | – | – | – | – | – | – | – |
Admins
| Permission | Administrator | Database Administrator |
User Administrator |
Use Provisioning |
|---|---|---|---|---|
| Dashboards | ||||
| Access and edit Dashboards | – | – | – | – |
|
Add Pre-built Widgets |
– | – | – | – |
| Add Report Widgets | – | – | – | – |
| Add Governance Widgets | – | – | – | – |
| Quick Reports | ||||
| Run a Quick Report | – | – | Yes | – |
| Run a Quick Report on Archived Data | – | – | – | – |
| View the results of Quick Reports on Archived Data (Restore Requests) | – | – | – | – |
| Reports | ||||
| Access Reports | – | – | Yes | – |
| View All Reports | – | – | Yes | – |
| View My or Shared Reports | – | – | Yes | – |
| View Reports Library | – | – | – | – |
| View Saved Results | – | – | Yes | – |
| Create Reports | – | – | – | – |
| Copy Reports | – | – | – | – |
| Add Reports to Dashboard | – | – | – | – |
| Execute Reports | – | – | – | – |
| Edit Reports | – | – | – | – |
| Schedule Reports | – | – | – | – |
| Schedule Enforced Policy | – | – | – | – |
| Delete Reports | – | – | – | – |
| Reassign Reports | – | – | Yes | – |
| Share Reports | – | – | Yes | – |
| Export Report List | – | – | Yes | – |
| Export Report Results | – | – | – | – |
| Preview Reports | – | – | – | – |
| Add and manage Tags | – | – | – | – |
| Attach Report to an Investigation | – | – | – | – |
| Enforced Policies New | ||||
| Access Enforced Policies | – | – | – | – |
| View Enforced Policies owned or shared with the user | – | – | – | – |
| View All Enforced Policies | – | – | – | – |
| Access Enforced Policies | – | – | – | – |
| Enforced Policies Classic | ||||
| Access Enforced Policies | – | – | – | – |
| View My Enforced Policies | – | – | – | – |
| View Shared Enforced Policies | – | – | – | – |
| View All Enforced Policies | – | – | – | – |
| Schedule Enforced Policies | – | – | – | – |
| Pause Enforced Policies | – | – | – | – |
| Resume Enforced Policies | – | – | – | – |
| Share Enforced Policies | – | – | – | – |
| Edit Enforced Policy's report | – | – | – | – |
| Delete Enforced Policies | – | – | – | – |
| Export Enforced Policies | – | – | – | – |
| View Enforced Policy Wizard | – | – | – | – |
| Investigations | ||||
| Access Investigations | – | – | Yes | – |
| View All Investigations | – | – | Yes | – |
| View My Investigations | – | – | – | – |
| View Shared Investigations | – | – | – | – |
| View Deleted Investigations | – | – | – | – |
| Create Investigations | – | – | – | – |
| View Investigation Details | – | – | – | – |
| Edit Investigations | – | – | – | – |
| Reassign Investigations | – | – | Yes | – |
| Share Investigations | – | – | Yes | – |
| Delete Investigations | – | – | – | – |
| Undelete Investigations | – | – | – | – |
| Close Investigations | – | – | – | – |
| Export Investigations | – | – |
Yes list
|
– |
| Print Investigations | – | – | – | – |
| Alerts | ||||
| Access Alerts | – | – | Yes | – |
| Search for Alerts | – | – | Yes | – |
| Create Alert View | – | – | Yes | – |
| Dismiss Alerts | – | – | – | – |
| Investigate Alerts | – | – | – | – |
| Reassign Alerts | – | – | Yes | – |
| Share Alerts | – | – | Yes | – |
| Delete Alerts | – | – | – | – |
| View Alert Details | – | – | – | – |
| Edit Alert Details | – | – | – | – |
| Mark Alert as Further Review Required | – | – | – | – |
| Mark Alert as Appropriate Access | – | – | – | – |
| Add Note to Alert | – | – | – | – |
| Alerts Classic | ||||
| Access Alerts | – | – | Yes | – |
| Create Alert View | – | – | Yes | – |
| Change Alert View | – | – | Yes | – |
| Reassign Alerts | – | – | Yes | – |
| Search Alerts | – | – | Yes | – |
| Share Alerts | – | – | Yes | – |
| Delete Alerts | – | – | – | – |
| Export Alerts | – | – | Yes | – |
| Manage Tag Assignments | – | – | Yes | – |
| Investigate Alerts | – | – | – | – |
| Dismiss Alerts | – | – | – | – |
| View Alert Details | – | – | – | – |
| Edit Alert Details | – | – | – | – |
| View attached Investigations | – | – | – | – |
| Mark Alert as Further Review Required | – | – | – | – |
| Mark Alert as Appropriate Access | – | – | – | – |
| Add Note to Alert | – | – | – | – |
| People | ||||
| Access People | – | – | – | – |
| One ID | ||||
| Access One ID | – | – | – | – |
| Add a Note | – | – | – | – |
| Governance | ||||
| Access Governance | – | – | Yes | – |
| View All Governance Reports | – | – | Yes | – |
| View My or Shared Governance Reports | – | – | Yes | – |
| View All Governance Portfolios | – | – | – | – |
| View My Governance Portfolios | – | – | – | – |
| Execute Reports | – | – | – | – |
| Share Reports | – | – | Yes | – |
| Reassign Reports | – | – | Yes | – |
| Export Reports | – | – | – | – |
| Create Alert Governance Reports | – | – | – | – |
| Create Enforced Policy Governance Reports | – | – | – | – |
| Create Investigation Governance Reports | – | – | – | – |
| Create Involved Party Governance Reports | – | – | – | – |
| Operations – Users | ||||
| View and manage users | Yes | – | Yes | Yes |
| View and manage user groups | Yes | – | Yes | Yes |
| Operations – Application Data | ||||
| Add and edit Sources | Yes | Yes | – | – |
| Add and edit Targets | Yes | Yes | – | – |
| View Salesforce Configuration | – | – | – | – |
| Edit Salesforce Configuration | – | – | – | – |
| View and manage AI configuration | Yes | Yes | – | – |
| Add and edit File Mapping | Yes | Yes | – | – |
| Use ETL Automation | Yes | Yes | – | – |
| Add and edit Table Mappings | Yes | Yes | – | – |
| View and manage Transformations | Yes | Yes | – | – |
| View and export Mapping Summary | Yes | Yes | – | – |
| View and export Analytic Summary | Yes | Yes | – | – |
| View and edit Machine Learning Configuration | Yes | Yes | – | – |
| View and edit Normalized Medications List | – | – | – | – |
| Operations – System Monitoring | ||||
| View Task Status | Yes | Yes | – | – |
| View and edit Data Availability Status | Yes | Yes | – | – |
| View and edit Task Scheduler | Yes | – | – | – |
| View and add Process Run Info | Yes | – | – | – |
| View and export Source History | Yes | Yes | – | – |
| Adjust Application Logging Levels | Yes | – | – | – |
| View Application Logs | Yes | – | – | – |
| View and export Application Audit Trail | Yes | Yes | – | – |
| Toggle Console Logs | – | – | – | – |
| Operations – Master | ||||
| View and Edit Unmatched Records | – | – | – | – |
| View and Edit Active Manual Matches | – | – | – | – |
| View Identity Rule Violations | – | – | – | – |
| Setup Identity with TruePerson Identity | – | – | – | – |
| View Master Collisions | – | – | – | – |
| View and edit Master Tables (pre TruePerson) | – | Yes | – | – |
| View Master User Table | – | – | – | – |
| View and edit images | – | – | – | – |
| Operations – User Defined Forms | ||||
| View and Edit Answer List | – | – | – | – |
| View and Edit Question List | – | – | – | – |
| Add and Update forms with Form Builder | – | – | – | – |
| Operations – Library | ||||
| View and Edit Standard Field Groups | – | – | – | – |
| View and Edit Standard Fields | – | – | – | – |
| View and Edit Join Types | – | – | – | – |
| View and Edit Joins | – | – | – | – |
| View and Edit Discovered Object Relationships | – | – | – | – |
| View and Edit Composite Joins | – | – | – | – |
| View and Edit Mapping | – | – | – | – |
| Templates View and Edit Analytic Templates | – | – | – | – |
| View and Edit Governance Templates | – | – | – | – |
| View and Edit Form Templates | – | – | – | – |
| View and Edit Email Templates | – | – | – | – |
| View and Edit Investigation Templates and Library | – | – | – | – |
| Operations – Properties | ||||
| View and Edit Custom Fields | – | – | – | – |
| View and Edit App List Values | – | – | – | – |
| View and edit System Property | Yes | – | – | – |
| View and edit Email Configuration | Yes | – | – | – |
| View and edit Single Sign On Configuration | – | – | – | – |
| Manage Application Cache | Yes | – | – | – |
| View and Edit Splunk Configuration | – | – | – | – |
| View and Edit SumoLogic Configuration | – | – | – | – |
| View and Edit Visualization Configuration | – | – | – | – |
Specialized
| Permission | OneSign Admin | Profile Only | Sumo Sender** | Splunk Sender** | Unarchive Quick Report Executor | View Unarchive Requests |
|---|---|---|---|---|---|---|
| Dashboards | ||||||
| Access and edit Dashboards | Yes | – | – | – | – | – |
|
Add Pre-built Widgets |
Yes Quick Links Recently Viewed System Progress |
– | – | – | – | – |
| Add Report Widgets | Yes | – | – | – | – | – |
| Add Governance Widgets | – | – | – | – | – | – |
| Quick Reports | ||||||
| Run a Quick Report | Yes | – | – | – | – | – |
| Run a Quick Report on Archived Data | – | – | – | – | Yes | – |
| View the results of Quick Reports on Archived Data (Restore Requests) | – | – | – | – | – | Yes |
| Reports | ||||||
| Access Reports | Yes | – | – | – | – | – |
| View All Reports | – | – | – | – | – | – |
| View My or Shared Reports | Yes | – | – | – | – | – |
| View Reports Library | Yes | – | – | – | – | – |
| View Saved Results | Yes | – | – | – | – | – |
| Create Reports | Yes | – | – | – | – | – |
| Copy Reports | Yes | – | – | – | – | – |
| Add Reports to Dashboard | Yes | – | – | – | – | – |
| Execute Reports | Yes | – | – | – | – | – |
| Edit Reports | Yes | – | – | – | – | – |
| Schedule Reports | Yes | – | – | – | – | – |
| Schedule Enforced Policy | – | – | – | – | – | – |
| Delete Reports | Yes | – | – | – | – | – |
| Reassign Reports | Yes | – | – | – | – | – |
| Share Reports | Yes | – | – | – | – | – |
| Export Report List | Yes | – | – | – | – | – |
| Export Report Results | Yes | – | – | – | – | – |
| Preview Reports | Yes | – | – | – | – | – |
| Add and manage Tags | Yes | – | – | – | – | – |
| Attach Report to an Investigation | – | – | – | – | – | – |
| Enforced Policies New | ||||||
| Access Enforced Policies | – | – | – | – | – | – |
| View Enforced Policies owned or shared with the user | – | – | – | – | – | – |
| View All Enforced Policies | – | – | – | – | – | – |
| Access Enforced Policies | – | – | – | – | – | – |
| Enforced Policies Classic | ||||||
| Access Enforced Policies | – | – | – | – | – | – |
| View My Enforced Policies | – | – | – | – | – | – |
| View Shared Enforced Policies | – | – | – | – | – | – |
| View All Enforced Policies | – | – | – | – | – | – |
| Schedule Enforced Policies | – | – | – | – | – | – |
| Pause Enforced Policies | – | – | – | – | – | – |
| Resume Enforced Policies | – | – | – | – | – | – |
| Share Enforced Policies | – | – | – | – | – | – |
| Edit Enforced Policy's report | – | – | – | – | – | – |
| Delete Enforced Policies | – | – | – | – | – | – |
| Export Enforced Policies | – | – | – | – | – | – |
| View Enforced Policy Wizard | – | – | – | – | – | – |
| Investigations | ||||||
| Access Investigations | – | – | – | – | – | – |
| View All Investigations | – | – | – | – | – | – |
| View My Investigations | – | – | – | – | – | – |
| View Shared Investigations | – | – | – | – | – | – |
| View Deleted Investigations | – | – | – | – | – | – |
| Create Investigations | – | – | – | – | – | – |
| View Investigation Details | – | – | – | – | – | – |
| Edit Investigations | – | – | – | – | – | – |
| Reassign Investigations | – | – | – | – | – | – |
| Share Investigations | – | – | – | – | – | – |
| Delete Investigations | – | – | – | – | – | – |
| Undelete Investigations | – | – | – | – | – | – |
| Close Investigations | – | – | – | – | – | – |
| Export Investigations | – | – | – | – | – | – |
| Print Investigations | – | – | – | – | – | – |
| Alerts | ||||||
| Access Alerts | – | – | – | – | – | – |
| Search for Alerts | – | – | – | – | – | – |
| Create Alert View | – | – | – | – | – | – |
| Dismiss Alerts | – | – | – | – | – | – |
| Investigate Alerts | – | – | – | – | – | – |
| Reassign Alerts | – | – | – | – | – | – |
| Share Alerts | – | – | – | – | – | – |
| Delete Alerts | – | – | – | – | – | – |
| View Alert Details | – | – | – | – | – | – |
| Edit Alert Details | – | – | – | – | – | – |
| Mark Alert as Further Review Required | – | – | – | – | – | – |
| Mark Alert as Appropriate Access | – | – | – | – | – | – |
| Add Note to Alert | – | – | – | – | – | – |
| Alerts Classic | ||||||
| Access Alerts | – | – | – | – | – | – |
| Create Alert View | – | – | – | – | – | – |
| Change Alert View | – | – | – | – | – | – |
| Reassign Alerts | – | – | – | – | – | – |
| Search Alerts | – | – | – | – | – | – |
| Share Alerts | – | – | – | – | – | – |
| Delete Alerts | – | – | – | – | – | – |
| Export Alerts | – | – | – | – | – | – |
| Manage Tag Assignments | – | – | – | – | – | – |
| Investigate Alerts | – | – | – | – | – | – |
| Dismiss Alerts | – | – | – | – | – | – |
| View Alert Details | – | – | – | – | – | – |
| Edit Alert Details | – | – | – | – | – | – |
| View attached Investigations | – | – | – | – | – | – |
| Mark Alert as Further Review Required | – | – | – | – | – | – |
| Mark Alert as Appropriate Access | – | – | – | – | – | – |
| Add Note to Alert | – | – | – | – | – | – |
| People | ||||||
| Access People | – | – | – | – | – | – |
| One ID | ||||||
| Access One ID | – | – | – | – | – | – |
| Add a Note | – | – | – | – | – | – |
| Governance | ||||||
| Access Governance | – | – | – | – | – | – |
| View All Governance Reports | – | – | – | – | – | – |
| View My or Shared Governance Reports | – | – | – | – | – | – |
| View All Governance Portfolios | – | – | – | – | – | – |
| View My Governance Portfolios | – | – | – | – | – | – |
| Execute Reports | – | – | – | – | – | – |
| Share Reports | – | – | – | – | – | – |
| Reassign Reports | – | – | – | – | – | – |
| Export Reports | – | – | – | – | – | – |
| Create Alert Governance Reports | – | – | – | – | – | – |
| Create Enforced Policy Governance Reports | – | – | – | – | – | – |
| Create Investigation Governance Reports | – | – | – | – | – | – |
| Create Involved Party Governance Reports | – | – | – | – | – | – |
| Operations – Users | ||||||
| View and manage users | – | – | – | – | – | – |
| View and manage user groups | – | – | – | – | – | – |
| Operations – Application Data | ||||||
| Add and edit Sources | – | – | – | – | – | – |
| Add and edit Targets | – | – | – | – | – | – |
| View Salesforce Configuration | – | – | – | – | – | – |
| Edit Salesforce Configuration | – | – | – | – | – | – |
| View and manage AI configuration | – | – | – | – | – | – |
| Add and edit File Mapping | – | – | – | – | – | – |
| Use ETL Automation | – | – | – | – | – | – |
| Add and edit Table Mappings | – | – | – | – | – | – |
| View and manage Transformations | – | – | – | – | – | – |
| View and export Mapping Summary | – | – | – | – | – | – |
| View and export Analytic Summary | – | – | – | – | – | – |
| View and edit Machine Learning Configuration | – | – | – | – | – | – |
| View and edit Normalized Medications List | – | – | – | – | – | – |
| Operations – System Monitoring | ||||||
| View Task Status | – | – | – | – | – | – |
| View and edit Data Availability Status | – | – | – | – | – | – |
| View and edit Task Scheduler | – | – | – | – | – | – |
| View and add Process Run Info | – | – | – | – | – | – |
| View and export Source History | – | – | – | – | – | – |
| Adjust Application Logging Levels | – | – | – | – | – | – |
| View Application Logs | – | – | – | – | – | – |
| View and export Application Audit Trail | – | – | – | – | – | – |
| Toggle Console Logs | – | – | – | – | – | – |
| Operations – Master | ||||||
| View and Edit Unmatched Records | – | – | – | – | – | – |
| View and Edit Active Manual Matches | – | – | – | – | – | – |
| View Identity Rule Violations | – | – | – | – | – | – |
| Setup Identity with TruePerson Identity | – | – | – | – | – | – |
| View Master Collisions | – | – | – | – | – | – |
| View and edit Master Tables (pre TruePerson) | – | – | – | – | – | – |
| View Master User Table | – | – | – | – | – | – |
| View and edit images | – | – | – | – | – | – |
| Operations – User Defined Forms | ||||||
| View and Edit Answer List | – | – | – | – | – | – |
| View and Edit Question List | – | – | – | – | – | – |
| Add and Update forms with Form Builder | – | – | – | – | – | – |
| Operations – Library | ||||||
| View and Edit Standard Field Groups | – | – | – | – | – | – |
| View and Edit Standard Fields | – | – | – | – | – | – |
| View and Edit Join Types | – | – | – | – | – | – |
| View and Edit Joins | – | – | – | – | – | – |
| View and Edit Discovered Object Relationships | – | – | – | – | – | – |
| View and Edit Composite Joins | – | – | – | – | – | – |
| View and Edit Mapping | – | – | – | – | – | – |
| Templates View and Edit Analytic Templates | – | – | – | – | – | – |
| View and Edit Governance Templates | – | – | – | – | – | – |
| View and Edit Form Templates | – | – | – | – | – | – |
| View and Edit Email Templates | – | – | – | – | – | – |
| View and Edit Investigation Templates and Library | – | – | – | – | – | – |
| Operations – Properties | ||||||
| View and Edit Custom Fields | – | – | – | – | – | – |
| View and Edit App List Values | – | – | – | – | – | – |
| View and edit System Property | – | – | – | – | – | – |
| View and edit Email Configuration | – | – | – | – | – | – |
| View and edit Single Sign On Configuration | – | – | – | – | – | – |
| Manage Application Cache | – | – | – | – | – | – |
| View and Edit Splunk Configuration | – | – | – | – | – | – |
| View and Edit SumoLogic Configuration | – | – | – | – | – | – |
| View and Edit Visualization Configuration | – | – | – | – | – | – |
