Grid application access roles
In Grid, user access to feature functionality and workflows is determined by their role assignments.
Firm administrators identify role assignments. They can be managed via the Grid Admin feature by any user with the Web Admin role permission.
Only roles applicable for services purchased for your firm are displayed as options in the Admin interface.
The following table lists access roles and their associated descriptions:
Role | Description |
|---|---|
Web User | The user can sign in to the Grid platform. |
Web Admin | The user can add, delete, or reset the password of other users in the firm. |
Web Service User | The user can submit inquiries and perform tasks via API. You must include this role when creating API credentials. |
Review Search | The user can submit and view the results for their submissions in the Results tab. |
Review Group | The user can view the results for all submissions in the Results tab. |
Review Portfolio | The user can view the portfolio of monitored names and portfolio monitoring batch results in the Results tab. |
Review Portfolio Add to Monitoring | The user can add inquiries in a search group to portfolio monitoring. If enabled, the check box in the UI prior to submitting inquiries for screening will be active. If disabled, the checkbox will be greyed out. |
Review Reports | The user can view weekly reports with portfolio monitoring results. |
Portfolio Update | The user can deactivate monitored names. |
Portfolio Reports | The user can view weekly reports of portfolio monitoring alerts. |
Client Alert Decisioning Review | The user can access the Alert Decisioning section, allowing them to perform reviews on their own batches, assigned inquiries, and unassigned inquiries. |
Client Alert Decisioning Batch Admin | The user can see all open batches in the Alert Decisioning section and can assign or reassign all batches. Without this role, a reviewer can only see work that is in batches assigned to them or unassigned. |
Client Alert Decisioning Batch Complete | The user can complete reviewing a batch that has incomplete reviews. Without this role, a reviewer may only complete a batch after all inquiry reviews have been completed. |
Client Alert Decisioning Dashboard | The user can see the Alert Decisioning dashboard. |
Client Alert Decisioning Allow Greylisting | The user has the False Positive or Greylist reason code added to their iCAD No Match selection box if the Greylist feature is enabled for the firm. |
Client Alert Decisioning Batch Reopen | The user can reopen and modify previously closed batches. |
Grid BSC | The user can run, or schedule activity reports from the Reports tab in the UI. |
Search | If the Search feature is enabled for the firm, the user can perform ad-hoc searches where results are displayed immediately. |
File Uploader | The user can send any file securely to our FTP drop zone via the UI. |
Inquiry Data Eraser | The user can delete inquiry information via the API. |
Blacklist Uploader | The user can add, update, or delete records in their iList directly from the UI. |
Primary Contact(s) | The user can make changes to the account settings (Filter, CVIP, iLists), request and approve reports, add or delete new users, and make changes to the portfolio. |
Technical Contact | If any technical issues occur during file transmissions to or from the client, the user assigned the role of a technical contact is your contact for troubleshooting and help resolving the issue. |
Reader License | The user can view the source articles used to generate Grid records. |
Duplicate Inquiry Handler | Allows the user to see and select the options for duplicate inquiries in the user interface and upload spreadsheets. |