Introduction to Risk Management privileges

Use roles and privileges to determine who can perform specific tasks related to Risk Management Component of the Real-Time Analytics (RTA) Framework that provides interaction search and replay functionality, combined with integration of the Real-Time Analytics (RTA) Framework..

Privilege type

Description

Application privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access.

Permission to access Risk Management is based on assigned privileges.

Default roles with access to Risk Management include:

  • Trader (available only in trading environments)

  • Risk Manager

  • Administrator

Feature privileges

When performing tasks in Risk Management, the Interactions Product that assists contact centers increase operational effectiveness and improves the customer experience through full-time recording, powerful quality monitoring, compliance/liability management, rich reports, and an intuitive, dashboard-style interface. privileges for the role assigned to the user controls the ability of the user to access features.

For example, you can grant separate privileges to:

Default roles with access to use Risk Management features include:

  • Trader (available only in trading environments)

  • Risk Manager

  • Administrator

Interactions privileges

Access to specific interactions is based on the organizations, groups, and subgroups over which you have scope (not including your own interactions). These scope-based permissions apply when you are searching for, replaying, and exporting interactions in Risk Management.

Case privileges

The ability to view, edit, and delete cases is determined by the Risk Management privileges assigned to user roles.

In addition, the ability to enable and disable the Legal Hold status of cases and to remove interactions from a case under legal hold is also determined by the Risk Management privileges assigned to user roles.

Case visibility for specific organizations and groups is configured through the Assignment Manager Interactions application that allows administrators to define user access permissions and scope of the Interactions and Analytics applications..

Applies only when the 2021R1 - Legal Hold feature is enabled.

Recycle bin A recycle bin is a special type of case that serves as a temporary location for interactions scheduled for deletion based on a period of days, known as 'days until deletion.' After the number of days expire, the system permanently deletes the interactions. privileges

The ability to create, update, and delete recycle bins is determined by the Risk Management privileges assigned to user roles.

Applies only when the 2021R1 - Delete Interactions using a Recycle Bin feature is enabled.

Folder privileges

The Remove Contact Flags privilege controls the ability to create, update, and remove folders.

Folder visibility for specific organizations and groups must also be configured through the Assignment Manager.

Applies only when the 2021R1 - Legal Hold feature is not enabled.

Administration privileges

Permission to perform administrative tasks related to Risk Management. For example, the assignment of roles and privileges, and the configuration of voice biometrics features, is based on assigned privileges.

The only default role with administration privileges is the Enterprise Manager Administrator.