Risk Management privileges

This table details the privileges that you can grant for Risk Management.

Administrators configure role privileges by selecting User Management from the main menu. Under Security, select Roles Setup. When editing or viewing roles, you can find privileges in the Risk Management category.

Privilege	Description	Default Role
View Risk Management	Search for Interactions in Risk Management: Save searches (by user) Advanced searches Refine searches Access recent searches (by user) Add annotations	Administrator Trader Risk Manager
Configure Biometrics	All features available to the c privilege.	Administrator
	Configure fields (CTI attributes used during identity verification of employees and customers)
	Configure employees, customers, and targets (manage voiceprint models): Create person (employee, customer, target) details Manage voiceprint models, which includes the ability to: Review voiceprint model training status Review audio segments used by the model Change the audio channel used for segments Upload, add, and remove audio segments used to train models The ability to approve audio for voiceprint models is not granted. See the Approve/Unapprove Interactions for Enrollment privilege. Opt out (exclude) employees and customers from voice biometrics
	Configure watch lists for target detection: Create and modify watch lists Assign targets to watch lists
Approve/Unapprove Interactions for Enrollment	All features available to the Configure Biometrics privilege.	Administrator
Approve/Unapprove Interactions for Enrollment	Approve and unapprove audio used for voiceprint model training. Approve and unapprove audio segments for the voiceprint model of each person (employee, customer, target) Automatically approve an interaction when adding it to the voiceprint model of a person (employee, customer, target). At least one user in the enterprise must be granted permission to approve and unapprove interactions used for enrollment. Otherwise, manual approval of interactions is not possible.	Administrator
Publish Saved Searches	All features available to the View Risk Management privilege.	Administrator Risk Manager
Publish Saved Searches	Manage public searches: Publish private, saved searches to all users in the organization. Create public, saved searches for all users in the organization. Unpublish saved searches the user has published.	Administrator Risk Manager
View Cases	All features available to the View Risk Management privilege.	Administrator Risk Manager
View Cases	Manage assignment of interactions to cases: Access cases Assign interactions to cases Copy interaction between cases Remove interactions from cases not under legal hold Move interactions from cases not under legal hold to another case	Administrator Risk Manager
Edit Cases	All features available to the View Cases privilege, plus create private cases not under legal hold.	Administrator Risk Manager
Delete Cases	All features available to the Edit Cases privilege, plus remove cases from the system. To delete cases under legal hold, users must also have the Disable Legal Hold privilege.	Administrator
Delete Interactions using a Recycle Bin	All features available to the Edit Cases privilege, plus: Add interactions to recycle bins Create recycle bins Change recycle bins Delete recycle bins	Administrator
Disable Legal Hold	All features available to the Edit Cases privilege, plus remove legal hold from cases. For users with the Delete Cases privilege, Disable Legal Hold also grants permission to delete cases under legal hold.	Administrator
Enable Legal Hold	All features available to the Edit Cases privilege, plus place cases under legal hold.	Administrator Risk Manager
Remove Interactions from Legal Hold Case	All features available to the Edit Cases privilege, plus remove interactions from cases under legal hold.	Administrator Risk Manager
Edit Metadata Targets	All features available to View Risk Management privilege.	Administrator Risk Manager
	Configure metadata definitions for Metadata Detection. IMPORTANT: Metadata detection configuration requires additional role permission in User Management. In addition to Edit Metadata Targets, you must also have permission to View Analytics Rules (found in Enterprise Manager Configuration under Roles Setup).
	Configure watch lists for Metadata Detection: Create and modify watch lists Assign metadata to watch lists IMPORTANT: Watch list configuration requires additional role permission in User Management. In addition to Edit Metadata Targets, you must also have permission to View Analytics Rules (found under Enterprise Manager Configuration).