Client Executive

Client user who has limited access throughout Portal. Also has access to Reporting.

The following table outlines the privileges enabled for this user role:

Privilege

Permission

Agent Disposition

Read

Basic Transcript Report

Checked

Business Unit

Read

C2C and Chat Specs and Themes

Read

CI Admin UI

Read

Can Log In Portal

Checked

Client Transcript

Checked

Custom Reports

Checked

Limited User Management Access

Checked

PRIVILEGE_RT_TQB_SCHEDULE

Checked

PRIVILEGE_TRANSCRIPT_EXPORT

Checked

REPORT_GROUP_RW

Read/Write

RT Transcript Query Builder

Checked

Standard Report

Checked

Transcript Emailing

Read