Predefined user roles and permissions

Last published : Oct 15, 2026
You can create application and department level roles. You can restrict the associated permissions to a department level or the application level. Users with application roles can only perform tasks in a specific department if they have been assigned the appropriate roles in that department. To perform tasks in more than one department, the users must be assigned the appropriate role in every department that they need to access.
Related information
Managing users, roles, and permissions

Application-specific roles

Role Description Default Permission
App Rule Admin This role lets you set up search schedules, create searches across departments, and manage global hotwords and reviewing comments. - Add Comment Attachments
- Add Hotwords
- Application Search
- Manage Reviewing Comments
- Manage Schedules
- Modify and Delete Hotwords
- Manage Allowlist rules
- Manage Trash rules
- Manage Data Requests
- Manage Labels
App User Admin This role lets you add users (employees) and employee groups to Arctera Surveillance, create and manage departments, assign application roles, and create delegate users. - Create Departments
- Grant Users Access
- Manage Delegates
- Manage Department Users
- Manage Employee Groups
- Manage Roles
- Add Hotwords
- Manage Data Requests
Compliance System Admin This role lets you monitor the progress of searches. - Monitor Search
- Manage Labels
System Admin Lets you perform the administrative activities on the application. These activities include department management and role assignment. - Add Comment Attachments
- Add Hotwords
- Application Search
- Configure Reporting API Endpoint
- Create Departments
- Delete Department
- Export Configuration Data
- Grant Users Access
- Import Configuration Data
- Manage Allowlist rules
- Manage Data Request
- Manage Delegates
- Manage Department Partitions
- Manage Department Users
- Manage Employee Groups
- Manage Labels
- Manage Reviewing Comments
- Manage Roles
- Manage Schedules
- Manage Trash rules
- Modify & Delete Hotwords
- Modify Audit Settings
- Modify System Configuration
- Monitor Search
- View Audit Information
- View Audit Settings
- View System Configuration

Department-specific roles

Role Description Default Permission
Compliance Supervisor This role lets you use the appraisal features to check the work of department reviewers and manage exception employees in the department. - Add Comment Attachments
- Add Own Review Comments
- Apply Appraisal Status
- Apply Bulk Review Action
- Apply Review Action
- Export Messages
- Manage Exceptions
- Perform Ad Hoc Searches
- Review Messages
- View Reports
- View Task Status
- Add or remove content snippet
- Show Intelligent Review Details in Review
- Apply Labels
Department Reviewer This role lets you monitor, review, hold review, question, escalate, appraise, and comment on the items within the department, export items for offline review, and generate and view reports. - Add Comment Attachments
- Add Own Review Comments
- Apply Bulk Review Action
- Apply Review Action
- Escalate Messages
- Export Messages
- Perform Ad Hoc Searches
- Review Messages
- Show Reviewer Summaries On Home Page
- View Reports
- View Task Status
- Show Intelligent Review Details in Review
- Apply Labels
Escalation Reviewer This role lets you receive the items that other reviewers in the department have escalated to a higher authority for further review. - Apply Bulk Actions to Escalations
Departments lower in the hierarchy inherit this role, so an escalation reviewer automatically has access to nested departments. - Apply Comments to Escalations
Administrators can further limit escalation reviewers to view only the escalation items explicitly assigned to them by enabling the Review Only Assigned Escalations permission. It allows the user to review only the escalation items explicitly assigned to them. All other escalation items remain inaccessible. - Apply Labels
Note: When All Departments is selected, if the user has the Review Only Assigned Escalations permission in any one of the departments, the system treats the user as restricted across all departments. - Apply Review Action to Escalations
- Change Escalation Status
- Export Escalations
- Review Escalations
- Show Reviewer Summaries On Home Page
- View Task Status
- Show Intelligent Review Details in Review
Exception Reviewer This role lets you search the items of exception employees to whom you are assigned. You can also monitor, review, hold review, question, escalate, appraise, and comment on the items, export them, and generate and view reports. - Add Comment Attachments
- Add Own Review Comments
- Apply Bulk Review Action
- Apply Review Action
- Escalate Messages
- Export Messages
- Perform Ad Hoc Searches
- Review Messages
- Search Capture
- Show Hotwords in Search
- Show Reviewer Summaries On Home Page
- View Reports
- Manage GSS and Scheduled searches
- Accept searches
- View Task Status
- Show Intelligent Review Details in Review
- Apply Labels
Rule Admin This role lets you create searches within the department and manage department hotwords. You can also configure the monitoring policy that is assigned to employees and generate and view reports. In addition, you can assign exception reviewers to specific employees. - Add Hotwords
- Assign % Review Requirement
- Manage Exceptions
- Modify and Delete Hotwords
- Search Capture
- Show Hotwords in Search
- View Reports
- Manage Allowlist rules
- Manage Trash rules
- Manage GSS and Scheduled searches
- Accept searches
- View Task Status
- Manage Labels
User Admin This role lets you manage the properties of the department and of monitored employees. You can also assign department roles to users, generate and view reports on department details, and review progress. - Add Monitored Employees
- Configure Department Properties
- Grant Users Access
- Manage Exceptions
- View Reports
- Search Capture
- Show Hotwords in Search
- Manage GSS and Scheduled searches
- Accept searches
- View Task Status
Passive Reviewer Lets you view and export the department's messages, generate and view reports, and use the appraisal features to check and mark the work of department reviewers. You cannot apply review status marks to messages. - Apply Appraisal Status
- Export Messages
- Review Messages
- View Reports
- View Task Status
- Show Intelligent Review Details in Review