Role | Description |
Administrator | Provides complete access across the archive with ability to create, modify, and export searches; manage hold reasons, users, permissions, and policies. |
Admin Only |
Provides access to most account and user management settings and permissions but prohibits access to interaction with message data including running, editing and exporting searches or affecting retention policies. |
Compliance Officer |
Provides access to interact with data across the archive in addition to creating and managing hold reasons. |
Search Administrator | Provides access to create, save, edit, and review searches across the entire archive. |
Exporter | Provides access to view and export the results of saved searches that have been explicitly shared with the individual user. Exporters only have access to exports that are requested by the individual user. |
Reviewer | Provides access to view the results of saved searches that have been explicitly shared with the individual user. Reviewers are unable to download or send the results from the application. |
End User | Provides access to 'MyArchive' functionality which limits access to archived assets associated with the logged in users' listed email addresses. |
Administrator | Admin only | Compliance officer | Search Admin | Exporter | Reviewer | End User | |
Search | |||||||
Create new searches across all archived content | X | X | X | ||||
Search across all personal archived content | X | ||||||
Save search | X | X | X | ||||
Modify searches | X | X | X | ||||
Grant permissions to saved searches | X | X | X | ||||
Delete saved searches | X | X | X | ||||
Review criteria of saved search (accessible) | X | X | X | X | X | ||
Review | |||||||
Review all archived content | X | X | X | ||||
Review content associated with saved searches granted access to | X | X | |||||
Review only personal archived content | X | ||||||
Holds | |||||||
Create new hold reasons | X | X | |||||
Add hold reason(s) to all content in a saved search | X | X | X | X | X | ||
Remove hold reason(s) from all content in a saved search | X | X | X | X | X | ||
Add hold reason to individual asset | X | X | X | X | X | ||
Remove hold reason from individual asset | X | X | X | X | X | ||
Exports | |||||||
Request export of saved search (accessible) | X | X | X | X | |||
Download export of personally requested exports | X | ||||||
Download any export requested from the archive | X | X | X | ||||
Download any individual message in the archive that the user can access | X | X | X | X | |||
Recover any individual message in the archive that the user can access | X | X | X | X | |||
Download individual personal archived content | X | ||||||
Recover individual personal archived content | X | ||||||
User Management | |||||||
Create new user | X | X | |||||
Modify user | X | X | |||||
Enable/disable user | X | X | |||||
Delete user | X | X | |||||
Modify personal information (name, username, password) | X | X | X | X | X | X | X |
Settings | |||||||
Manage collectors | X | X | |||||
Manage retention policy | X | X | |||||
Generate and View audit reports | X | X | |||||
Receive Collection Reports | X | X | |||||
Manage active directory sync | X | X | |||||
Manage Single Sign-On | X | X | |||||
Manage account settings | X | X | |||||
Security | X | X |
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