Permissions
Click one or more roles to compare their permissions, or use the search box to find specific capabilities.
| Permission | Super user | Admin user | Compliance user | Supervisor | Team leader | General user | Basic user | Reports user | Playlist user | Recording control user |
|---|---|---|---|---|---|---|---|---|---|---|
| AccountAccount settings, IP restrictions, and child account management. | ||||||||||
| Add IP restrictionsAdd IP address restrictions for login control. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| Remove IP restrictionsRemove existing IP address restrictions. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View IP restrictionsSee the list of IP address restrictions. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| Update legal hold settingsModify legal hold policies at account level. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View legal hold settingsRead account-level legal hold configuration. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Update account settingsModify account configuration and preferences. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View account settingsFull read access to all account settings. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View limited settingsRestricted read-only access to non-sensitive account settings. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View accountAccess basic account and organisation information. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| AdministrationSystem administration and operational tools. | ||||||||||
| Retry failed SMSManually retry delivery of failed SMS messages. | ✓ | — | — | — | — | — | — | — | — | — |
| Analysis StudioSubphonic Analysis Studio: aggregated insights, raw data downloads, and agent/datazone management proxied via focus-api. | ||||||||||
| Manage Analysis Studio configurationCreate, update, and delete Analysis Studio agents, agent-types, and datazones. | ✓ | — | — | — | — | — | — | — | — | — |
| View aggregated insightsRead aggregated Analysis Studio output: snapshots, summaries, agent-type and tag metadata. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| View raw Analysis Studio dataRead full raw Analysis Studio data including datazone downloads and debug queues. | ✓ | ✓ | ✓ | ✓ | — | — | — | — | — | — |
| Audit logsTrack and review user activity and system events. | ||||||||||
| View own audit logRead-only access to your own audit trail. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View all audit logsRead the complete audit history for all users and activities. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| View entity audit logsLimited audit log visibility for assigned entities only. | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — | ✓ | — |
| Bring your own storageConnect and manage your own Azure storage accounts for communication storage. | ||||||||||
| Update storage configModify storage account connection settings. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| Map users to storageAssign people to bring-your-own storage accounts. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View storage admin pageAccess bring-your-own storage settings page. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| DashboardAccount analytics and overview dashboards. | ||||||||||
| View dashboardAccess the account analytics dashboard. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| Data groupsOrganise communications and data into groups for access control and reporting. | ||||||||||
| View data group adminAccess data group administrative settings and configuration. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| Delete data groupsRemove data groups and their associated values. | ✓ | — | — | ✓ | — | — | — | — | — | — |
| Create data groupsAdd new data group classifications. | ✓ | — | — | ✓ | — | — | — | — | — | — |
| Update data groupsEdit existing data group definitions and values. | ✓ | — | — | ✓ | — | — | — | — | — | — |
| View data groupsRead access to data group structure and assignments. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| EndpointsPhone numbers, extensions, and other communication endpoints. | ||||||||||
| View endpointsSearch and access the complete endpoint list. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| View limited endpointsSearch endpoints with visibility restrictions applied. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| Entra IDMicrosoft Entra ID integration for single sign-on and group sync. | ||||||||||
| Trigger Entra ID syncTrigger an immediate on-demand Entra ID synchronisation. | ✓ | — | — | — | — | — | — | — | — | — |
| Update Entra ID groupsModify and sync Entra ID group mappings. | ✓ | — | — | — | — | — | — | — | — | — |
| View Entra ID groupsRead Microsoft Entra ID group configurations. | ✓ | — | — | — | — | — | — | — | — | — |
| Legal holdsPlace litigation holds on communications to prevent deletion. | ||||||||||
| Create legal holdsPlace new litigation holds on communications. | ✓ | — | ✓ | — | — | — | — | — | — | — |
| Delete legal holdsRemove legal holds and release held communications. | ✓ | — | — | — | — | — | — | — | — | — |
| Add to legal holdsAdd communications to existing legal holds. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — | — |
| Remove from legal holdsRemove communications from existing legal holds. | ✓ | — | — | — | — | — | — | — | — | — |
| View legal holdsAccess legal hold details and associated communications. | ✓ | — | ✓ | ✓ | — | — | — | — | — | — |
| PeopleContact records linking names, endpoints, and organisational data. | ||||||||||
| Manage peopleCreate and edit person records and endpoint mappings. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| View peopleSearch and view the full contact database. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| View limited peopleSearch people with restricted data visibility. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| PlaylistsCreate, manage, and share curated collections of communications with other users. | ||||||||||
| Create playlistsCreate new communication playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | — | — |
| Include private calls in playlistsOverride the default setting to allow private calls in shared playlists. | ✓ | — | — | — | — | — | — | — | — | — |
| Delete playlistsRemove communication playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | — | — |
| Add playlist itemsAdd communications to playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| Remove playlist itemsRemove communications from playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| List playlistsBrowse available playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| Share playlistsShare playlists with other users. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| Revoke playlist sharesRemove shared access to playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| View playlist sharesSee who has access to shared playlists. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| Update playlistsEdit playlist properties and configuration. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| View playlistsAccess playlist details and contents. | ✓ | — | — | — | ✓ | ✓ | ✓ | — | ✓ | — |
| PoliciesPlatform policy definitions and user acceptance tracking. | ||||||||||
| Accept client policiesAccept client-level policies once on behalf of the whole account. | ✓ | — | ✓ | — | — | — | — | — | — | — |
| Accept user policiesAccept user-level policies for the current user. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View client policiesRead client-level policy definitions and the account-wide acceptance status. | ✓ | — | ✓ | — | — | — | — | — | — | — |
| View user policiesRead user-level policy definitions and personal acceptance status. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| RecordersRecorder platform management including provisioning, settings, and recording overrides. | ||||||||||
| Update recording policiesCreate, modify, delete and assign recording policies. | ✓ | — | — | — | — | — | — | — | — | — |
| View recording policiesRead recording policy definitions and subscriber assignments. | ✓ | — | — | — | — | — | — | — | — | — |
| Manage Teams provisioningLink and unlink Teams tenants and update provisioning configuration. | ✓ | — | — | — | — | — | — | — | — | — |
| View Teams provisioningRead Teams provisioning state and tenant links. | ✓ | — | — | — | — | — | — | — | — | — |
| Update Teams recording overridesSet or modify Teams user recording policy overrides. | ✓ | — | — | — | — | — | — | — | — | — |
| View Teams recording overridesRead Teams user recording policy overrides. | ✓ | — | — | — | — | — | — | — | — | — |
| Update Teams settingsModify Teams account settings. | ✓ | — | — | — | — | — | — | — | — | — |
| View Teams settingsRead Teams account settings. | ✓ | — | — | — | — | — | — | — | — | — |
| CommunicationsRecorded communications including audio playback, search, comments, and transcriptions. | ||||||||||
| View communication auditSee who has accessed a communication and when. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| Access private callsListen to communications marked as private. | ✓ | — | — | — | — | — | — | — | — | — |
| Access all communicationsView every communication in the account regardless of data group. | ✓ | — | — | — | — | — | — | — | — | — |
| Add communication commentsAdd notes and observations to communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| View communication commentsRead comments and notes on communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| Ingest communicationsSubmit new communication data into the system. | ✓ | — | — | — | — | — | — | — | — | — |
| List communicationsBrowse and list available communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| Control anyone's recordingPause, resume, start or stop the recording of any call in the account, not just your own. Implies control of your own calls. | ✓ | ✓ | ✓ | ✓ | — | — | — | — | — | — |
| See anyone's in-progress callsList every in-progress call in the account — who is on a call right now and whether it is being recorded. Implies seeing your own. | ✓ | ✓ | ✓ | ✓ | — | — | — | — | — | — |
| See your own in-progress callsList the calls you are currently on and their recording state. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Control your own recordingPause, resume, start or stop the recording of a call you are on. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| Play communicationsPlay back communication audio. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| Delete communicationsPermanently delete individual communications by zeroing their retention. | — | — | ✓ | — | — | — | — | — | — | — |
| Override retention periodExtend or modify retention hold dates on communications. | ✓ | — | ✓ | — | — | — | — | — | — | — |
| Create saved searchesSave custom communication search filters for reuse. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| Delete saved searchesRemove saved search templates. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| View saved searchesAccess previously saved search criteria. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| Search playlist communicationsSearch communications limited to playlist scope only. | — | — | — | — | — | — | — | — | ✓ | — |
| Search all communicationsPerform unrestricted communication searches across all data. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| Submit transcriptionsUpload transcription data for communications. | ✓ | — | — | — | — | — | — | — | — | — |
| View transcriptionsRead transcription text generated from communications. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| Update communicationsEdit communication properties and metadata. | ✓ | — | — | — | — | — | — | — | — | — |
| View communicationsAccess communication metadata and details. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — |
| ReportingGenerate, schedule, and download reports on account activity and communications. | ||||||||||
| View list of reportsBrowse available report types and definitions. | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — |
| Run a new reportGenerate ad-hoc report requests. | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — |
| Download reportsDownload reports that have completed. | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — |
| View report requestsCheck past and pending report requests. | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — |
| Schedule reportsSet up automated recurring report jobs. | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — |
| View report schedulesAccess report schedule configurations. | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — |
| Retention groupsDefine how long communications are retained and who they apply to. | ||||||||||
| Create retention groupsDefine new retention policy groups. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| List retention groupsBrowse available retention policy groups. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| Assign people to retention groupsAdd or remove people from retention policy groups. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| Update retention groupsEdit retention group settings and rules. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View retention groupsRead retention group configuration details. | ✓ | ✓ | — | ✓ | — | — | — | — | — | — |
| Soft auditCompliance listening sessions that log when communications are reviewed. | ||||||||||
| Trigger a soft audit requestLog a soft audit session happening. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| View audit requestsAccess soft audit session logs and events. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| TagsLabels and categories applied to communications for classification. | ||||||||||
| List tagsBrowse the tag catalogue. | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — | — | — |
| View tagsAccess tag definitions and configuration. | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — | — | — |
| UI featuresFrontend interface controls that enable or disable specific UI capabilities. | ||||||||||
| Access the Focus portalSign in to the Focus web portal. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Access the Teams appSign in to the Focus Compliance Recorder app inside Microsoft Teams. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | ✓ |
| View analysisAccess the analysis and insights dashboard. | ✓ | ✓ | ✓ | — | — | — | — | — | — | — |
| Bulk import peopleUpload a spreadsheet to bulk-sync names and endpoints. | ✓ | ✓ | — | — | — | — | — | — | — | — |
| Download communicationsDownload individual communications directly from the UI. | ✓ | — | ✓ | ✓ | — | — | — | — | — | — |
| Search communications UIAccess the communication search interface. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — |
| User managementCreate, edit, and manage user accounts, roles, and API access. | ||||||||||
| Grant elevated rolesPromote users to power user or elevated roles. | ✓ | ✓ | — | ✓ | ✓ | — | — | — | — | — |
| Create API keysGenerate API authentication tokens for users. | ✓ | — | — | — | — | — | — | — | — | — |
| Create usersAdd new user accounts. | ✓ | ✓ | — | ✓ | ✓ | — | — | — | — | — |
| View user rolesSee roles and rights assigned to users. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View all available rolesAccess the complete catalogue of system roles and rights. | ✓ | ✓ | — | ✓ | ✓ | — | — | — | — | — |
| Update own profileEdit your own user profile and settings. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View own profileAccess your own user profile information. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| View user statisticsAccess user activity and usage metrics. | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — |
| Update usersEdit user details, roles, and properties. | ✓ | ✓ | — | ✓ | ✓ | — | — | — | — | — |
| View usersSearch and list all users with full details. | ✓ | ✓ | — | ✓ | ✓ | — | — | — | — | — |
| View limited usersSearch users with restricted field visibility. | ✓ | ✓ | — | — | ✓ | ✓ | ✓ | — | ✓ | — |