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.

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 | – | – | – | – | – | – | – | – | – |

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 | – | – | – | – |

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 | – | – | – | – | – | – |