Permissions Reference
Alert Permissions
| Permission | Description |
|---|---|
| Access alerts | |
| Create manual alerts | |
| Edit alerts | Change assignments, apply workflow buttons, edit checklist, manage documents, make notes, write narratives, apply tags, add comments, and more |
Case Permissions
| Permission | Description |
|---|---|
| Access cases | |
| Create cases | |
| Edit cases | Edit content, change assignments, apply workflow buttons, edit checklist, manage documents, make notes, write narratives, add comments, and more |
Matchlist Permissions
| Permission | Description |
|---|---|
| Access matchlists | |
| Create matchlists | |
| Edit matchlists | Edit matchlist content |
| Delete matchlists |
Rule Permissions
| Permission | Description |
|---|---|
| Access rules | |
| Create rules | |
| Edit rules | Manage state, apply tags, set queue, add comments, manage allowlists, and more |
Filing Permissions
| Permission | Description |
|---|---|
| Access filings | |
| Create filings | |
| Edit filings | Edit content, manage assignment, and more |
| Submit filings | Submit filings to regulatory agencies |
| Manage filing settings | Manage filing templates and settings |
Dashboard Permissions
| Permission | Description |
|---|---|
| Access dashboards | |
| Create dashboards | |
| Edit dashboards | Edit content, change layout, and more |
| Delete dashboards |
Entity Permissions
| Permission | Description |
|---|---|
| Access entities | |
| Access entity documents | |
| Edit entities | Manage documents, add comments, silence rules, apply tags, and more |
Instrument Permissions
| Permission | Description |
|---|---|
| Access instruments | |
| Edit instruments | Add comments, silence rules, apply tags, and more |
Device Permissions
| Permission | Description |
|---|---|
| Access devices | |
| Edit devices | Add comments, apply tags, and more |
Action and Transaction Permissions
| Permission | Description |
|---|---|
| Access actions and transactions | |
| Edit actions and transactions | Add action and transaction comments, apply tags, and more |
Datafile Permissions
| Permission | Description |
|---|---|
| Access data file uploads | Access data file uploads and view prior data uploads |
| Upload data files | Upload new data into Unit21 |
| Delete data files |
FFIP Stream and File Permissions
| Permission | Description |
|---|---|
| Access FFIP streams and files | |
| Create FFIP streams and files | |
| Edit FFIP streams | Edit streams, map schemas, process files, and more |
| Delete FFIP streams and files |
Data Management Permissions
| Permission | Description |
|---|---|
| Access data display settings | Access data settings, table settings, summary settings, watchlist fields, and more |
| Manage data display settings | Manage data settings, table settings, summary settings, watchlist fields and more |
| Access censorship settings | |
| Create censorship settings | |
| Edit censorship settings | |
| Delete censorship settings | |
| Access API keys | |
| Create API keys | |
| Delete API keys | |
| Manage tags | Create and delete tags |
Risk Rating Permissions
| Permission | Description |
|---|---|
| Access risk ratings | |
| Create risk ratings | |
| Edit risk ratings |
User Management Permissions
| Permission | Description |
|---|---|
| Access agent info | |
| Manage agents | Manage agent info, teams, status, and more |
| Access teams | |
| Create teams | |
| Delete teams | |
| Edit teams | Edit team agents, settings, and more |
| Access permissions | Access agent and team permissions |
| Edit permissions | Edit agent and team permissions |
Workflow Permissions
| Permission | Description |
|---|---|
| Manage queues | Access, create, edit and delete queue settings |
| Access workflow management | Access the configuration of workflow buttons, investigation checklists, narrative templates, webhooks, dispositions, and more |
| Create workflows | Create workflow buttons, investigation checklists, narrative templates, webhooks, dispositions, and more |
| Delete workflows | Delete workflow buttons, investigation checklists, narrative templates, webhooks, dispositions, and more |
| Edit workflows | Edit the configuration of workflow buttons, investigation checklists, narrative templates, webhooks, dispositions, and more |
| Edit deadlines | Edit alert, case, and filing deadlines |
| Access global deadline settings | |
| Create global deadline settings | |
| Manage global deadline settings | Edit and delete global deadline settings |
| Access quality cycles | |
| Manage quality cycles | Create, edit, run, and delete quality cycles |
Miscellaneous
| Permission | Description |
|---|---|
| Access alert, case, and filing admin actions | Access alert, case, and filing admin tabs to change assignment, apply workflow buttons, export data, and more in bulk |
| Access link analysis | Access alert and entity link analysis tool |
| Manage Google Drive integration settings | |
| Access alert component buttons | |
| Access system file exports | |
| Manage notification settings | |
| Manage user profile |
Updated 3 months ago