Overview
This reference lists the definition of each permission you can configure in the Persona Dashboard. Permissions are categorized by product.
You can create roles for users in the Dashboard, and set granular permissions for each role. To learn more about roles and permissions, see our documentation here.
Note: You may see permissions for features you don't yet have access to. Reach out to your customer success manager or contact the Persona support team with any questions.
Admin
This section contains administrative permissions. By default, these permissions are enabled for Admins only.
| Top Level |
Second Level |
Permissions |
Description |
| Users |
- |
View, Edit |
Allows this role to manage users, assign user roles, and edit other settings for users |
| Roles |
- |
View, Edit |
Allows this role to view and edit all user roles and permissions |
| Teams |
|
View, Edit |
Allows this role to view and update team members |
| Organization |
- |
- |
- |
| - |
Information |
View, Edit |
Allows this role to view and update details about the organization |
| - |
Billing |
View, Edit |
Allows this role to view all invoices and edit the payment method |
| Security |
|
- |
- |
| - |
User Sessions |
View, Edit |
Allows this role to view all user sessions and sign out users from existing sessions |
| - |
User Audit Logs |
View |
Allows this role to view user audit logs |
| - |
Security Settings |
View, Edit |
Allows this role to manage user session length, enable SSO, and enforce 2-factor authentication |
| Marketplace Integrations |
- |
View, Edit |
Allows this role to manage integrations from Persona Marketplace |
Environments
All environments in your organization are listed here. You choose which environments a role can access.
Advanced Settings (Environments)
- Enable all current and new environments for role: Allows this role to automatically access all current and new environments
Products
Inquiries
| Top Level |
Second Level |
Permissions |
Description |
| Inquiries |
|
- |
- |
| - |
Inquiry details |
|
|
| Create, List, View, Edit |
Allows this role to create inquiries, see the list of all inquiries, view individual inquiries, and take actions (e.g. approve, decline) on inquiries |
|
|
| - |
Inquiry templates |
Create, View, Edit |
Allows this role to create templates, view individual inquiries, and configure inquiry templates |
Verifications
| Top Level |
Second Level |
Permissions |
Description |
| Verifications |
- |
- |
- |
| - |
Verification details |
List, View, Edit |
Allows this role to see lists of verifications, view verification details and analytics, and take actions (e.g. tag) on verifications |
| - |
Verification templates |
View, Edit |
Allows this role to view and configure verification templates |
Accounts
| Top Level |
Second Level |
Permissions |
Description |
| Accounts |
- |
View, Edit |
Allows this role to view accounts and edit account information (e.g. name, DOB, address, email, phone number) |
| - |
Account details |
Create, List, View, Edit |
Allows this role to create accounts, see lists of accounts, view individual accounts, and edit account information (e.g. name, DOB, address, email, phone number) |
| - |
Account types |
Create, View, Edit |
Allows this role to create, view, and configure account types |
| - |
Account actions |
Create, View, Edit |
Allows this role to create, view, and configure account actions |
Transactions
| Top Level |
Second Level |
Permissions |
Description |
| Transactions |
- |
- |
- |
| - |
Transaction details |
List, View, Edit |
Allows this role to see lists of transactions, view individual transaction details and analytics, and update transaction details and status |
| - |
Transaction types |
Create, View, Edit |
Allows this role to create, view, and configure and archive transaction types |
Reports
| Top Level |
Second Level |
Permissions |
Description |
| Reports |
|
- |
- |
| - |
Report details |
Create, List, Edit |
Allows this role to create reports, see lists of reports, and edit report details |
| - |
Re-run |
Edit |
Allows this role to re-run and create ad-hoc reports via Dashboard |
| - |
Dismiss matches |
Edit |
Allows this role to dismiss matches on reports |
| - |
Pause or resume |
Edit |
Allows this role to pause or resume a report that is set to recur |
| - |
Report templates |
Create, View, Edit |
Allows this role to create, view, and configure individual report templates |
Cases
| Top Level |
Second Level |
Permissions |
Description |
| Cases |
|
- |
- |
| - |
Case details |
Create, List, View, Edit |
Allows this role to create case details, see lists of cases, view individual case details, and resolve and take actions on cases |
| - |
Case templates |
Create, View, Edit |
Allows this role to create, view, and configure (e.g. layout, actions, assignment policy, statuses) case templates |
| - |
Case actions |
View, Edit |
Allows this role to view and configure case actions |
| - |
Assign |
Edit |
Allows this role to assign a case to a particular user |
| - |
Bulk assign |
Edit |
Allows this role to bulk-assign cases |
| - |
Bulk resolve |
Edit |
Allows this role to bulk-resolve cases |
| - |
Case analytics |
View |
Allows this role to view analytics for cases |
| - |
SAR details |
Create, List, View, Edit |
Allows this role to create, see lists of, view, and edit individual Suspicious Activity Reports (SARs) |
| - |
SAR export |
Edit |
Allows this role to export Suspicious Activity Reports (SARs) as XML or PDF |
| - |
SAR file |
Edit |
Allows this role to e-file Suspicious Activity Reports (SARs) |
| - |
SAR configuration view |
View, Edit |
Allows this role to update the Filling Institution Details for SARs |
| - |
Case list table |
View, Edit |
Allows this role to configure a view (filters, columns, sort) in the cases table. (This changes what the cases table looks like to all users.) |
Workflows
| Top Level |
Second Level |
Permissions |
Description |
| Workflows |
|
- |
- |
| - |
Workflow runs |
View |
Allows this role to view all workflow runs |
| - |
Workflow details |
Create, View, Edit |
Allows this role to create a workflow, view a workflow’s version history, and configure workflows |
Graph
| Top Level |
Second Level |
Permissions |
Description |
| Graph |
- |
- |
- |
| - |
Graph queries |
View |
Allows this role to view the results of graph queries and run new graph queries in Explorer |
| - |
Graph query templates |
Create, View, Edit |
Allows this role to create query templates, view query templates in a workflow or a case template, and edit or archive query templates |
| - |
Graph configuration |
View, Edit |
Allows this role to view and edit details about a graph |
Lists
| Top Level |
Second Level |
Permissions |
Description |
| Lists |
|
- |
- |
| - |
List details |
Create, View, Edit |
Allows this role to create, view, and rename and archive a list |
| - |
List items |
View, Edit |
Allows this role to view and configure items in a list |
Advanced Settings (Environments)
- Enable redaction for all products: Allows this role to redact all products
- Enable export for all products: Allows this role to use the export, download PDF, and print features across all products
Data
| Top Level |
Permissions |
Description |
| View full 9-digit SSN |
View |
Allows this role to see the full 9-digit SSN instead of the last 4 digits |
| View ID numbers |
View |
Allows this role to see ID numbers of various kinds, including from documents submitted by individuals |
Development
| Top Level |
Second Level |
Permissions |
Description |
| API |
- |
- |
- |
| - |
API Keys |
View, Edit |
Allows this role to view, create, and expire API keys |
| - |
API Logs |
View |
Allows this role to view logs of API calls made within environments enabled for the role |
| Webhooks |
- |
- |
- |
| - |
Webhook Details |
View, Edit |
Allows this role to view, create, and update webhooks, including rotating secrets for webhooks |
| - |
Webhook Events |
View, Edit |
Allows this role to view and re-run webhook events |
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