| Role | Description |
| Administrator | Provides complete access across the archive with ability to create, modify, and export searches; manage hold reasons, users, permissions, and policies; and provides visibility to insights functionality. |
|
Compliance Officer |
Provides access to interact with data across the archive in addition to creating and managing hold reasons and visibility to insights functionality. |
| Search Administrator | Provides access to create, save, edit, and review searches across the entire archive in addition to insight functionality. |
| 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. |
| Admin | 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 | |||||
| Modify user | X | |||||
| Enable/disable user | X | |||||
| Delete user | X | |||||
| Modify personal information (name, username, password) | X | X | X | X | X | X |
| Settings | ||||||
| Manage collectors | X | |||||
| Manage retention policy (coming soon) | X | X | ||||
| Generate and View audit reports (coming soon) | X | X | ||||
| Manage active directory sync (beta) | X | |||||
| Manage account settings | X |
Carlos Rios
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