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. |
Note: If you have chosen to enact the hide “evaluated by” field in Quality Settings, make sure that the Manage evaluations (create, update) is set to NO. Otherwise the permissions will override this feature. |
Quality Report Permissions
Setting | Description | Available Options |
View quality reports | Controls who can view quality reports | View ALL reports View OWN reports View TEAM and OWN reports NO |
Export Quality Reports | Controls who can export quality reports | Check the box to grant permission |
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. |
Reviews Permissions
Setting | Description | Available Options |
View Reviews | Controls who can view reviews | View ALL reviews View OWN reviews NO |
Manage Reviews (create/update) | Controls who can create and update reviews | Create and update ALL reviews Create and update OWN reviews NO |
Delete Reviews | Controls who can delete reviews | 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 ALL 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!