Quality Permissions Settings

Note: Depending on the default role that you started from, some permissions require linked allowances. These will appear in the dialogue boxes that may pop up as you enable permissions.

Here are some examples in the Quality Module from Agent default role:

In order to enable Delete evaluations, you must first enable Create and update all evaluations or Create and update own evaluations in the Manage evaluations (create, update) field of Evaluation Permissions

In order to enable Delete Workloads, you must first choose Create and update ALL workloads or Create and update OWN workloads in the Manage workloads (create, update) field under Workload Permissions.

Note: The Export evaluations permission is directly connected to View Evaluations. For example, if you have View team and own evaluations selected for the View evaluations setting, the export will only include team and own evaluations. If View all evaluations is selected, the export will include all evaluations, etc.

Evaluation Permissions

Setting

Description

Available Options

View evaluations

Controls who can view evaluations

View ALL evaluations


View OWN evaluations


View TEAM and OWN evaluations


NO

Export evaluations

Controls who can export evaluations

Check the box to grant permission.

Manage evaluations (create, update)

Controls who can create and update evaluations

Create and update ALL evaluations


Create and update OWN evaluations


NO

Delete Evaluations

Controls who can delete evaluations

Check the box to grant permission.

Quality Report Permissions

Setting

Description

Available Options

View quality reports

Controls who can view quality reports

View ALL evaluations


View OWN evaluations


View TEAM and OWN evaluations


NO

Interactions Permissions

View Interactions

Controls who can view interactions

Check the box to grant permission.

Quality Filter Permissions

Setting

Description

Available Options

View filters

Controls who can view filters

View ALL filters


View OWN filters


NO

Manage filters (create, update)

Controls who can create and update filters

Create and update ALL filters


Create and update OWN filters


NO

Delete filters

Controls who can delete filters

Check the box to grant permission.

Create public filters

Control who can create public filters

Check the box to grant permission.

Scorecard Permissions

Setting

Description

Available Options

Manage scorecard templates (view, create, update)

Controls who can manage scorecard templates used by the Quality Module

Manage ALL scorecards


Manage OWN scorecards


NO

Delete scorecards

Controls who can delete scorecard templates

Check the box to grant permission.

Calibration Permissions

Setting

Description

Available Options

View calibrations

Controls who can view calibrations.

View ALL calibrations


View OWN calibrations


NO

Manage calibrations (create, update)

Controls who can create and update calibrations.

Create and update ALL calibrations


Create and update OWN calibrations


NO

Delete calibrations

Controls who can delete calibrations

Check the box to grant permission.

Workload Permissions

Setting

Description

Available Options

View workloads

Controls who can view workloads

View ALL workloads


View OWN workloads


NO

Manage workloads (create, update)

Controls who can create and update workloads

Create and update ALL workloads


Create and update OWN workloads


NO

Delete Workloads

Control who can delete workloads

Check the box to grant permission.

Quality Disputes Permissions

Setting

Description

Available Options

View disputes

Controls who can view disputes

View ALL disputes


View OWN disputes


View TEAM and OWN disputes


NO

Arbitrate disputes

Controls who can be assigned to arbitrate a dispute

Assign ANYONE as arbitrator


Can only be assigned as arbitrator by others


NO

Create disputes

Controls who can create disputes

Allow to create only OWN disputes


Allow to create TEAM and OWN disputes


NO

Quality Settings Permissions

Setting

Description

Available Options

Manage Quality settings

Controls who can access the Quality module

Check the box to grant permission.

Check out our other Modules Permissions pages here!

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