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Enterprise Vault™ Compliance Accelerator Administrator's Guide

Last Published: 2023-03-06

Product(s): Enterprise Vault (14.4)

About the predefined Compliance Accelerator roles

The predefined Compliance Accelerator roles fall into the following categories:

Application roles, which apply at the Compliance Accelerator system level.
Department roles, which apply to a particular department only.
Folder roles, which apply to a particular research folder only.

Table: Application roles

Role	Description	Default permissions
App Rule Admin	This role lets you set up search schedules, create searches across departments, and manage global hotwords and reviewing comments.	Add Hotwords. Application Search. Manage Message Types. Manage Reviewing Comments. Manage Schedules. Modify & Delete Hotwords.
App User Admin	This role lets you add users to the Compliance Accelerator system, create and manage departments, assign application roles, and create delegate users.	Create Departments. Grant Users Access. Manage Delegates. Manage Department Partitions. Manage Department Users. Manage Employees. Manage Message Types. Manage Roles.
Compliance System Admin	This role lets you import configuration data into Compliance Accelerator from an XML file. Also, you can view and modify Active Directory and Domino directory attribute mappings and monitor the progress of searches.	Export Configuration Data. Import Configuration Data. Manage Message Types. Modify System Configuration. Monitor Search. View System Configuration.

Table: Department roles

Role	Description	Default permissions
Compliance Supervisor	This role lets you use the appraisal features to check the work of department reviewers and manage exception employees in the department. You can also store items in personal folders for further research.	Add or Remove Content Snippets Add Own Review Comments. Apply Appraisal Status. Apply Bulk Review Action. Apply Review Action. Export Messages. Manage Exceptions. Perform Ad Hoc Searches. Review Messages. View Reports.
Department Reviewer	This role lets you review items and mark items within the department, export items, and generate and view reports. You can also store items in personal folders for further research.	Add Own Review Comments. Apply Bulk Review Action. Apply Review Action. Escalate Messages. Export Messages. Perform Ad Hoc Searches. Review Messages. View Reports.
Department User	In a Compliance Accelerator environment where you have implemented Chinese Walls security, this role permits the selected user to be assigned to other roles in the department or in the research folders that are associated with the department.	-
Escalation Reviewer	This role lets you receive the items that other reviewers in the department have escalated to a higher authority for further review. Departments lower in the hierarchy inherit this role, so an escalation reviewer automatically has access to nested departments.	Apply Bulk Actions to Escalations. Apply Comments to Escalations. Apply Review Action to Escalations. Change Escalation Status. Export Escalations. Review Escalations.
Exception Reviewer	This role lets you search the items of exception employees to whom you are assigned. You can also review and mark the items, export them, and generate and view reports. You can also store items in personal folders for further research.	Add Own Review Comments. Apply Bulk Review Action. Apply Review Action. Escalate Messages. Export Messages. Perform Ad Hoc Searches. Review Messages. Search Capture. Show Hotwords in Search View Reports.
Passive Reviewer	This role lets you view items and export items from the department. You can also generate and view reports, and use the appraisal features to check and mark the work of department reviewers. You cannot apply review status marks to items.	Apply Appraisal Status. Export Messages. Review Messages. View Reports
Rule Admin	This role lets you create searches within the department and manage department hotwords. You can also configure the monitoring policy that is assigned to employees and generate and view reports. In addition, you can assign exception reviewers to specific employees.	Add Hotwords. Assign % Review Requirement. Manage Exceptions. Modify & Delete Hotwords. Search Capture. Show Hotwords in Search View Reports.
User Admin	This role lets you manage the properties of the department and of monitored employees. You can also assign department roles to users, generate and view reports on department details, and review progress. In addition, you can manage the personal folders in which users have stored items for further research.	Add Monitored Employees. Configure Department Properties. Grant Users Access. Manage Exceptions. View Reports.

Table: Folder roles

Role	Description	Default permissions
Capture Messages	This role lets you search for new items to add to a research folder.	Search Capture.
Commit Messages	This role lets you commit items in a research folder to the department review set for all other department reviewers to see.	Commit Appraised Folder Messages. Commit Reviewed Folder Messages.
Export	This role lets you export items from a research folder for offline review.	Export Messages.
Full Control	This role lets you search for new items to add to a research folder, and review and mark the items. You can also export the items for offline review and commit them to the department review set. You can also give other users access to your folder so that they can participate in the review process.	Add Own Review Comments. Apply Appraisal Status. Apply Bulk Review Action. Apply Review Action. Commit Appraised Folder Messages. Commit Reviewed Folder Messages. Configure Folder Properties. Delete Folder. Escalate Messages. Export Messages. Grant Users Access. Review Messages. Search Capture. View Reports.
Review	This role lets you review items and mark items in a folder.	Add Own Review Comments. Apply Appraisal Status. Apply Bulk Review Action. Apply Review Action. Escalate Messages. Review Messages.