Administer Applications

Allows for creating/editing/deleting application types, portals, and recommendations.

Access App451

Allows basic access to the applications section and dashboard.

Delete User Application

Allows for deleting a user's application and its resources.

Administer Application Waivers

Allows for creating/editing/deleting application waivers.

Administer Appointments

Administer appointments

Appointments User

View/Create/Edit/Delete (All) Appointments, create/edit/delete availability, configure my settings

View Appointments

View appointments. Cannot edit, delete, or create
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*add My Appointments permission to also grant manage access for the user's own appointments

My Appointments

View/Create/Edit/Delete own appointments, create/edit/delete availability, configure settings
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*add View Appointments permission to also grant view-only access for all other appointments

Administer Communications

Allows for create/edit/delete of communications.

Administer Templates

Allows for create/edit/delete of templates.

Access Campaigns451

Allows basic access to the campaigns dashboard and analytics.

Administer Campaigns

Allows for create/edit/delete of communications and templates.

Create Tags*

Create a Tag.

Edit My Team Communications*

Edit communications authored by any member of my team. Also allows for creating campaigns.

Edit Tags*

Edit all Tags.

Delete Tags*

Delete a Tag.

Edit Own Communications*

Create, edit, delete, and duplicate only Communications authored by the user. Also allows for moving authored campaigns to a folder.

Send Communications*

Send all communications.

Send My Team Communications *

Send communications authored by any member of my team.

Send Own Communications*

Send only communications authored by the user.

Administer Conversations

Allows for creating/editing conversations and rules.

It also allows you to enable private mode on any public conversation, regardless of whether you are the author, a participant, or have been assigned to it.

Access Conversations451

Allows for creating/editing conversations.

It also allows you to enable private mode on conversations you create, are a participant in, or have been assigned to. You must be involved in the conversation to access the “private” toggle.

Manage Conversations

Allows for deleting conversations.

View All Conversations

See all conversations, regardless of visibility group or privacy setting.

However, it doesn’t override visibility group settings, meaning you won’t be able to see conversations for contacts you don’t have access to view.

This permission can be combined with Access Conversations451 and/or Administer Conversations in a custom permission group. Without it, you cannot see any private conversations in which you are not involved.

Access Decision Overview

Allows basic access to the decision section.

Administer Decision Settings

Allows for creating/editing/deleting of decision module settings and users.

Access Decision451

Allows basic access to the decision section.

Administer Decision Applications

Administer the decision applications.

Access Decision Reports

Allows access to the admin reports.

View Application Fraud Status

Allows access to see the fraud label and status.

Update Application Fraud Status

Allows access to update the fraud status of an application.

Edit Application Details

View and update people application details from the profile or decision

Administer Alerts

Full administrative control over alerts and alert settings.

Manage Team Alerts

Create alerts and edit alerts created by members of the current user team.

Manage Own Alerts

Create alerts and edit alerts created by the current user.

Access Alerts

Read-only access to alerts.

Administer Bolt Agent Jobs

Create/Edit/Delete, enroll people and set self-approval all jobs.

Access Bolt Agent Jobs

View only. Cannot Create/Edit Jobs or enroll new people.

Manage My Bolt Agent Jobs

Create New Jobs. Edit Jobs created by user and enroll people in them.

Delete My Bolt Agent Jobs

Delete Jobs created by the user.

Manage Team Bolt Agent Jobs

Create New Jobs. Edit Jobs created by members of my team and enroll people in them.

Delete Team Bolt Agent Jobs

Delete Jobs created by members of my team.

Set Self-Approval

Allows user to enable/disable self-approval for Bolt Job actions.

Administer Bolt Agents

Create/Edit/Delete, Agents and Agent Teams.

Administer Bolt Discovery

Allows access to bolt discovery settings.

Access Bolt Discovery

Allows access to bolt discovery threads.

View All Cases

View all cases, including private cases.

Administer Cases

Full administrative control over cases and case settings.

Manage Team Cases

Create cases and edit cases created by members of the current user team.

Access Cases

Read-only access to cases.

Edit Notes

Allows the creation of new notes, editing all notes.

Edit My Notes

Allows the creation of new notes, editing notes authored by me.

Edit My Team Notes

Allows creation of new notes, editing notes authored by me or a member of my team.

Delete Notes

Allows user to delete notes.

Delete My Notes

Allows user to delete notes authored by them.

Delete My Team Notes

Allows user to delete notes authored by them or a member of their team.

Administer Profiles

View and update people profiles

Administer Labels

Create/edit/delete any label

Administer Duplicates

Merge duplicates

Edit Profiles

Update people profiles

View Profiles

View-only access to people's profiles

Delete Profile

Permanently delete a person’s record and its resources

Delete Labels

Delete any label from the labels section

Deactivate Profiles

Activate/deactivate a person’s record

Administer Profile Templates

Create/Edit Profile Templates

Edit Application Details

View and update people application details from profiles

See Full SSN

View the entire SSN

Administer Territories

Create/edit/delete any territory

Edit Territory Opt-in/Opt-Out

Ability to change territory opt-in/opt-out

Change Password

Change a person’s password.

See Data Quality Issues

Be able to see data quality issue alerts.

Login To Person Application

Be able to impersonate a person and log in to their application.

See All Sent Email/SMS Content

View content that was sent to the contact.

See Sent Email/SMS Content - Sensitive Info Redacted*
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*See additional details below.

View content with sensitive information removed from the preview.*
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*See additional details below.

See Enrolled Program GPA

View Program GPA.

Update Identity Verification

Update ID Verification Status from Profile.

Add Labels

View Profiles and Add Labels.

Remove Labels

View Profiles and Remove Labels.

Administer Dashboards

Administer all dashboards.

Access Dashboards

Access dashboards feature.

Administer Custom Fields

Create/edit/delete custom fields.

Administer Data Sources

Create/edit/delete any data source.

Administer Source Codes

Create/edit/delete any source codes.

Administer Fields Settings

Create/edit/delete any field settings.

Access Data451

Allows basic access to the data section.

Administer Knowledge Hub

Allows for creating/editing/deleting Knowledge Hub articles.

Access Courses

View Course Data

Administer Courses

Create/edit/delete course data and settings

Administer Transcripts

Administer Transcripts

View Bolt AI Transcript Evaluations

View Bolt AI Transcript Evaluations

Administer Documents

Upload/Edit/Delete documents. Manage document types.

View Documents

View existing documents.

Edit Documents

Upload new documents and edit document properties.

Delete Documents

Delete existing documents

Administer Form Tags

Allows for creating/editing/delete of form tags.

Administer Form Tags

Administer Form Folders Allows for creating/editing/delete of form folders.

Manage API Keys

Can manage Api keys.

Administer Security Settings

Allows updating of security settings

Manage SSO Settings

Can manage SAML configuration for both internal and external users.

Administer Staff Agent Plugins

Add, edit, and remove plugin configurations for staff agents

Access Import/Export

Allows basic access to the import, export, and templates data section.

Administer Import/Export

Allows for creating/editing/deleting import jobs, export jobs, and data templates.

Administer Connectors

Allows for creating/editing/deleting data connectors.

Administer Data Templates

Allows for creating/editing/deleting data import and export templates.

Access Imports

View-only access to import tasks.

Administer Imports

Full access to create, edit, and delete import tasks.

Access Exports

View-only access to all export tasks.

Administer Exports

Full access to create, edit, and delete export tasks.

Export Segment

Allows user to export a segment.

Manage Journeys

Create, update, delete, and list journeys

Manage Journeys Users

Add, remove, move, and list journeys users

View Journeys

List journeys

Administer Media Manager

Add/Modify/Delete Media

Administer Organizations

Administer organizations

Execute Packs

Access to execute packs

Payment Gateways Administrator

Payment Gateways Administrator

SFTP Administrator

SFTP Administrator

Edit Segments

Edit all segments.

Delete Segments

Delete only segments authored by the user.

Administer Segment Folders

Allows for creating/editing/deleting of segment folders.

Add Labels to Segment

Add labels to people via segments.

Administer Segment Tags

Allows for creating/editing/deleting segment tags.

Administer Segments

Allows for creating/editing/deleting segments.

Edit Own Segments

Edit only segments authored by the user.

Create Segment

Create a segment.

Delete all Segment Users

Delete all users in segment. Learn more

Administer Settings

Access to the client settings section

Administer Deposits

Allows for creating/editing/deleting deposits

Administer Privacy Settings

Allows access to the client privacy settings section

Administer Phone Numbers

Create/edit/delete phone numbers

Administer Billing

Manage billing settings and see metered usage

Administer Phone Registration

Manage registration and view statues

Student Hub Administrator

Administer Student Hub settings

Access Surveys

Access surveys

Administer Surveys

Administer surveys

View Internal (Staff) Tasks

See all internal Tasks, subscribe or unsubscribe to Tasks

Edit Internal (Staff) Tasks

Create/Edit all internal tasks

Administer Tasks

Create/Edit/Delete internal tasks & contact tasks and Manage types & notes

Administer Internal (Staff) Task Queues

Create/Edit/Delete task queues

View Contact (Student) Tasks

See all contact tasks, subscribe or unsubscribe to Contact Tasks

Edit Contact (Student) Tasks

Create/Edit contact tasks

Delete Internal (Staff) Tasks

Delete all internal tasks

Delete Contact (Student) Tasks

Delete contact tasks

View My Internal (Staff) Tasks

See internal tasks created by the user, assigned to user or those user is subscribed to

Edit My Internal (Staff) Tasks

Create new internal tasks, edit tasks created by the user, assigned to user or that user is subscribed to

View My Team's Internal (Staff) Tasks

See internal tasks created by user's team, assigned to user's team or the user is subscribed to

Edit My Team's Internal (Staff) Tasks

Create new internal tasts, edit tasks created by user's team, assigned to user's team or the user is subscribed to

Delete My Internal (Staff) Tasks

Delete internal tasks assigned to user or they are subscribed to

Delete My Team's Internal (Staff) Tasks

Delete internal tasks created by my team, assigned to my team or the user is subcribed to

Administer Internal Users

Create and invite internal users

View All Notes

Allows you to view, edit, and delete private notes you did not create.
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​If you have access to the contact's profile, you can already manage public notes, and this permission adds the same control for private ones authored by others.

Administer Network Connections

Administer network connections

Administer Network Roles

Administer network roles

Edit Visibility Groups

Ability to manage visibility groups

Access Webhooks

Access Webhooks

Administer Webhooks

Administer Webhooks

Administer Workflows

Allows for creating/editing/deleting of workflows and workflow rules.

Access Workflows

Allows access to view workflows and rules.

Edit Own Workflows*

Edit only workflows and workflow rules authored by the user. Also allows for creating workflows/rules.

Edit Team Workflows*

Edit workflows and workflow rules authored by any member of their team. Also allows for creating workflows/rules.

Administer Workflow Folders*

Allows for creating/editing/deleting of workflow folders.

Access Events

Allows basic access to the events section

Administer Event451

Allows Admin access to create/delete/edit

Administer Event Attendees

Allows for creating/editing/deleting event attendees, and viewing attendees tab.

Predict451

Use Predict API

Access General Dashboard

Allow access to the general insights dashboard

Access Tasks Performance Dashboard

Allow access to the tasks performance insights dashboard and Q topic

Access Campaigns Dashboard

Allow access to the campaigns insights dashboard and Q topic

Access Events Dashboard

Allow access to the events insights dashboard and Q topic

Access Funnel Dashboard

Allow access to the funnel insights dashboard and Q topic

Access Sources Dashboard

Allow access to the sources insights dashboard and Q topic

Access Conversations Dashboard

Allow access to the conversations insights dashboard and Q topic

Access Web Activities Dashboard

Allow access to the web activities insights dashboard and Q topic

Access Management Dashboard

Allow access to the management insights dashboard and Q topic

Access Appointments Dashboard

Allow access to the appointments insights dashboard and Q topic.

Access Data Hygiene Dashboard

Allow access to the data hygiene insights dashboard.

Access Payments Dashboard

Allow access to the payments insights dashboard.

Access Applications Dashboard

Allow access to the applications insights dashboard.

Access Discovery Dashboard

Allow access to the discovery insights dashboard.

Access Pages

Allows basic access to the pages section

Administer Pages

Allows for creating/editing/deleting pages

Publish Pages

Allows for publishing pages

Access Prospect451

Allows basic access to the prospects section

Administer Forms

Allows for creating/editing/deleting forms

Administer Sites

Allows for creating/editing/deleting sites

Access Sites

Allows basic access to the sites section

Publish Sites

Allows for publishing sites