Users and Roles in Approved Notes

Approved Notes has several different types of users, each of them with unique roles and responsibilities:

  • Compliance User
  • Defines monitoring rules and phrases
  • Receives an email with the results of each monitoring rule
  • Reviews violations and provides feedback on the validity of the violation
  • Integration User
  • Credentials used to run the Approved Notes process
  • End User
  • Records information in text fields monitored by Approved Notes