You can use the system-generated roles such as Data Controller or Compliance, or you can add the permissions to user-defined roles.
User roles | Permissions | Associated CommCell entities |
|---|
Case Manager User | | Exchange user mailbox, Journal mailbox, or SMTP clients where the custodian data is backed up |
Case Manager Reviewer | Agent Management Browse Compliance Search View
| Exchange user mailbox, Journal mailbox, or SMTP clients where the custodian data is backed up |
Compliance Officers | To perform basic operations such as performing a search: Download Out-of-Place Recover Compliance Search
Additional permissions needed to add search results to a case: Additional permissions needed to tag all items in a review set:
| Servers or server groups |
| Data Connectors Agent Management Download Data Protection/Management Operations Browse In Place Recover Out-of-Place Recover End User Access Compliance Search Live Browse Install Client Add Datasource Delete Datasource Edit Datasource Query Datasource Administrative Management View Change security settings Create Plan Edit Plan Delete Plan Use Plan Create Schedule Policy Delete Schedule Policy Edit Schedule Policy Edit Schedule Policy Associations Operations on Storage Policy\Copy Add, delete and modify a user
| CommCell |
Data Processor (reviewer) | No permissions are needed |
|