Pre-Defined Risk Management roles
If you have a license for the full Enterprise Suite, predefined roles contain a default set of privileges that combine the privileges required to use the Framework, Interactions and Analytics, Risk Management, and Recorder applications.
Pre-defined roles include:
-
Trader: Default role used for new employees, combines typical privileges for interactions, including My Interactions and the privilege to access Risk Management for search and replay. By default, does not have access to Export Interactions Media, Evaluation, eLearning, Performance Management, or Forecasting and Scheduling.
-
Risk Manager: Functions as the enterprise compliance or security officer, combines similar privileges for supervisory interaction tasks, including the ability to access Risk Management, search for interactions, and replay interactions. By default, does not have access to Export Interactions Media, Evaluation, eLearning, Performance Management, or Forecasting and Scheduling.
-
Administrator: Combines typical privileges from all Framework and Interactions and Analytics applications and for the Administrator role from Recorder applications. By default, does not have access to Export Interactions Media.
User Management roles
When you go to the User Management module and select Roles Setup, you see the list of roles, including