A Adaptive Risk Manager User Groups

The Adaptive Risk Manager users groups can access functionality in Adaptive Risk Manager based on the roles they are assigned. The main user groups are listed as:

• CSRGroup

• CSRManagerGroup

• CSRInvestigator

• Investigator

• InvestigationManager

• RuleAdministratorsGroup

• EnvAdminGroup

• SOAPServicesGroup

The roles are used to set up user roles and groups in the Application Server container. This section summarizes the main user groups, their roles, functionality and level of access in Adaptive Risk Manager.

A.1 Group #1 - CSR

Group #1 has very limited access to Adaptive Risk Manager.

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Group #1	CSR	Group #1 has very limited access to Adaptive Risk Manager.	username: csr1; password: bharosa123
		Security Dashboard - No Access
		Dashboard- No access
		Queries- No access
		Admin- No access
		Cases- CSRs have access to search, open and create CSR type cases. There are no outward facing hyperlinks in any of the screens CSRs have access to. Access to a limited list of actions. No access to bulk edit functions on search cases screen.	Add Note Customer Resets a. Image and Phrase Challenge Questions a. Reset Questions b. Reset Question Set c. Unlock Customer d. Ask Question New Features CSR cases - Status "open" - Search & open closed status cases - No access Expired status cases - Search Access Expired status cases - No access to open Change Auth Type - Full Access
		Environment- No access
		Help - Full access
		Logout- Full access

A.2 Group #2 - CSR Manager

Groups #2 members will have the access privileges of Group #1 plus some other limited functionality elsewhere.

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Group #2	CSR Manager	Groups #2 members will have the access privileges of Group #1 plus some other limited functionality elsewhere.	username: csrm1; password: bharosa123
		Security Dashboard - No Access
		Dashboard- No access
		Queries- No location based queries are allowed for Group #2 users. See list of recommended queries below.	Below is a list of queries available to group#2.
		Queries / User
		Recent Logins
		Multiple Devices
		First Login
		Frequent Logins
		Multiple Failures
		Queries / Device
		Recent Logins
		New Devices
		Devices by User
		Multiple Successful Logins
		Users by Device
		Multiple Failures
		Multiple Users
		Frequent Logins
		Queries / Summary
		Full Access
		Queries / Security
		Full Access
		KBA
		Full Access
		Admin- No Access
		Cases- No create agent type cases. Hide actions, log and linked/related tabs in agent cases	Add Note a. New b. Pending c. Closed Change Status a. New b. Pending c. Closed Change Severity a. Low b. Medium c. High Temporary Allow a. Single login b. 2hrs c. Set End Date Cancel Customer Resets a. Image b. Phrase c. Image & Phrase d. Customer (All) Challenge Questions a. Unlock Customer b. Reset Questions c. Reset Question Set d. Next Question e. Ask Question New Features CSR cases - Status "open" - Search & open Access Closed status cases - Search & open Access Expired status cases - Search & Open Access Agent cases - Search access Agent cases - No access to open Escalate a CSR case to Agent case - Full Access Link Sessions tab in agent cases with escalated status
		Environment- No access
		Help - Full access
		Logout- Full access

A.3 Group #3 - CSR Investigator and Investigator

CSR Investigators and Investigators have wide access to Adaptive Risk Manager.

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Group #3	CSR Investigator and Investigator	CSR Investigators and Investigators have wide access to Adaptive Risk Manager.	username: csri1; password: bharosa123
		Dashboard- Full access
		Security Dashboard - Full Access
		Queries- Full access
		Admin- Read-only
		Cases- Full access.	No access to bulk editing of cases New Features Open & Closed status CSR cases - Search & open Access Open & Closed status Agent cases - Search & open Access Expired status cases - Search & Open Access Overdue cases - Search & Open Access Escalate a CSR case to Agent case - Full Access Extend the expiration date of cases
		Environment- No access
		Help - Full access
		Logout- Full access

A.4 Group #4 - Investigation Manager

Investigation Managers have wide access to Adaptive Risk Manager.

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Group #4	Investigation Manager	Investigation Managers have wide access to Adaptive Risk Manager.	username: investm1; password: bharosa123
		Security Dashboard - Full access
		Dashboard- Full access
		Queries- Full access
		Admin- Read-only
		Cases- Full access.	Full access to bulk editing of cases. New Features Open & Closed status CSR cases - Search & open Access Open & Closed status Agent cases - Search & open Access Expired status cases - Search & Open Access Overdue cases - Search & Open Access Escalate a CSR case to Agent case - Full Access Extend the expiration date of cases - Full Access
		Environment- No access
		Help - Full access
		Logout- Full access

A.5 Group #5 - Rule Administrator

Rule Admins have wide access to Adaptive Risk Manager.

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Group #5	Rule Administrator	Rule Admins have wide access to Adaptive Risk Manager.	username: ruleAdmin1; password: bharosa123
		Security Dashboard - Full Access
		Dashboard- Full access
		Queries- Full access
		Admin- Full access
		Cases- No access.
		Environment- No access
		Help - Full access
		Logout- Full access

A.6 Group #6 - Environment Administrator

Limited access to Adaptive Risk Manager. The group is responsible for system/environment administration duties.

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Groups #6	Env Admin	Limited access to Adaptive Risk Manager to manage the server environment. The server environment includes logging, properties, and enumerations.	username: envAdmin1; password: bharosa123
		Security Dashboard - No access
		Dashboard- No access
		Queries- No access
		Admin- No access
		Cases- No access
		Environment- Full access
		Help - Full access
		Logout- Full access

A.7 Group #7 - SOAP Services

The SOAP user is the credentials used to securely communicate between Adaptive Risk Manager and Adaptive Strong Authenticator (or native API).

Employee User Group	Employee Members	Group has access to these areas of Adaptive Risk Manager	Notes
Groups #7	SOAP user	Access to Adaptive Risk Manager Web services only.	username: envAdmin1; password: bharosa123