My Preferences

Select Default Filter Settings

Set their own default filters, such as Time Zone and Word Cloud language.

Edit Email Notification Settings

Define their own email notification settings.

Select Base Reporting Date

Change the Reporting Date in reports. Options in the Reporting Date filter are defined on Time Fields screen in Medallia Setup.

Manage Custom Filters

Create, edit, and delete their own Custom filters. These filers appear in the Custom Filter field in Filters and control panels.

Filters

Custom Groups

Manage Custom groups, including creating, editing, and deleting those groups.

Feedback Type Filter

View the Feedback Type filter in reports, such as in Satisfaction reports, and to view Social Feedback records.

Customer List

Use the Customer Tracking filter.

Custom Query

Use Custom query.

Extended Benchmark

Benchmark against parts of the Org hierarchy to which the role's units do not belong. The role gets access to all the data, for all the units, in the specified unit group via the Benchmark dropdown on these reports:

• Satisfaction
• Problems
• Profiler
• Ranker

The specified Unit groups appear in a flat list, at the top of the benchmark dropdown, when a user does not have already have access to all the units of the specified unit group. Otherwise, when the user has access to all the units in the group, and the unit is not a parent node, the unit appears at the bottom of the list with all the other units to which the user has access.

The All Units selection at the top of the dropdown contains only the units to which the user has access (not truly all units). The label can be changed to be something like Your Units through translations.

To disable the top selection, turn on Hide From Benchmark on the top node on the Unit groups screen.

Limited Extended Benchmark

Benchmark only against parts of the Org hierarchy to which role's units belong. This permission has priority over the Extended Benchmark permission.

Search Field

Use the Search Fields on reports besides Responses reports.

Custom Filter

Use Custom filters created by an administrator. These filters appear in the Custom Filter field in Control panels.

Disable Custom Timeperiods Option

Disable the Custom Timeperiod filter in reports. For example, disable this to prevent users in Voice of the Employee programs from using custom timeperiods to circumvent sample size requirements.

Complex Query

Use a Complex query.

Expands filters by default in all Standard Reports

Expand filters by default in all Standard Reports.

Security

All Units in the system Benchmark

Benchmark against all units in Experience Cloud for reports and Query API regardless of the user's data access.

Edit Sensitive Data

View and edit data for fields marked as containing Sensitive data.

View Sensitive Data

View data for fields marked as containing Sensitive data.

Responses

Export Responses

Export responses data in Excel or CSV formats.

Batch PDF

Export multiple responses in a single PDF file.

Viewed by Others

View who has seen responses, including those users' names and email addresses.

View Activity Log

View the Activity log for responses.

Add Notes to Activity Log

Add notes to the Activity log for responses.

View Excluded Surveys

View surveys excluded from reports.

Exclude Surveys

Exclude surveys from reports.

View Response Attachments

View and download responses attachments.

Create/Edit Response Attachments

View attach files to responses and edit their descriptions.

Delete Response Attachments

Delete responses attachments.

Send Smart Response

Reply to respondent's feedback using a Smart response.

Restriction: This feature is inactive by default. Ask your Medallia expert to file a Feature activation request with Medallia Support.

View all Contacts

View all contacts, bypassing the role's usual data-access limits.

Text Analytics

Edit Manual Translation

Enter a translation when a machine translation does not exist, and edit existing translations.

Edit Machine Translation

Manage machine translation of responses.

View Tag Investigator (TI1)

View the Tag Investigator report. Use this permission when not using sentiment, and for which you deprecate the Tag Investigator report in favor of a Custom module.

View Charts Topic Investigator

View the Charts Topic Investigator report.

View Theme Explorer

View the Theme Explorer report.

View Bubbles Topic Investigator

View the Bubbles Topic Investigator report.

Topic Filters in Responses

View two Topic Category filters in Responses reports.

Topic Filter in Other Reports

View the Topic Category filter in other reports, such as Satisfaction, Profiler, and so on.

Comment Filter in Responses

View the Comment Field filter in Responses reports.

Comment Filter in Other Reports

View the Comment Field filter in other reports, such as Satisfaction, Profiler, and so on.

Export Tag Results

Export tag data as an Excel file.

View Comment Topics

View comments selected for each topic. This permission is also required for exporting phrases in Excel format.

Edit Comment Topics

Add and remove comments for each topic.

View Comment Keywords

View keywords for each comment.

Edit Sentiment

Select different sentiments for phrases.

Edit Suggested Action

Add or remove phrase-level highlighting for suggested actions.

Edit Attention

Add or remove attention flags and labels in feedback records.

Edit Aggregated Action

Remove specific suggested actions from aggregated groups of suggested actions.

Enable Phrase Level Filtering on Responses List

Filter on phrase levels in the Responses List.

Edit Summary

Edit transcript summaries wherever those summaries can be rated for accuracy. Rating a summary does not depend on this permission; it is available wherever a summary is displayed with its source conversation or transcript.

View Text Analytics AI Summaries

Display on-demand AI-generated topic and theme summaries in supported Text Analytics modules.

View Intelligent Summaries

View AI-generated Intelligent Summaries in supported modules

Invitations

Export Invitations

Export invitation data in Excel and CSV formats.

Send Invitations

Send invitations manually through Medallia Web reporting.

Wipe Survey Answers

Delete all survey responses. Additionally, it allows to reset surveys (allowing survey takers to retake their surveys) and send manual survey emails for those surveys.

Opt Out Addressee

Opt out survey takers from receiving survey emails.

Manual Survey Link

Displays URLs to take surveys. This option is not available for completed surveys.

Resend Invite

Resend survey emails, with the option of changing the email address of the survey taker.

Call Status

Manage the status of invitation follow-ups.

Followup Options

Manage follow-up actions, including notes, next steps, and resolution.

Alerts & Action

View Alerts

View alerts and alert status in legacy reports. This permission has no effect in Alchemy Experience Reporting reports.

Assign Alerts

Assign alerts to users and roles.

Change Alert Type

Change the alert type for responses that triggered an alert.

Resolve Alerts

Resolve open alerts.

Close/Reopen Alerts

Close and reopen alerts.

Send Feedback Response

Access to the Respond button on the Responses Form to respond to feedback. It requires an email in the record, otherwise the button is not available. The button does not appear when:

• The Email (e_email) is not populated (even if another email is specified on the Responses Form Respond email).
• A field of type Email is not populated in the Responses Form Personal section.

Tip: An email field (typically a K- field) can be conditioned to return null to hide the Respond button in certain cases, such as when the respondent indicates they do not wish to be contacted via email.

Add Attachments to Feedback Responses

Add attachments to Feedback responses. It requires to assign Send Feedback Response permission as well.

Send Feedback Response with Sensitive Data

Send Feedback responses to respondents when Mask field data.

Create Case

Create a Case Form.

Action Intelligence

Customize Suggested Actions Display

Hide or show aggregated actions in reports, and edit specific Suggested Actions to be more accurate and helpful.

Employee Recognition Filters in Responses

View the Recognition flag in responses.

Customer Effort Filters in Responses

View the Effort flag in responses.

Needs Attention Filters in Responses

View the general Needs Attention flag in responses.

Attention Types Filters in Responses

View the specific Attention Type flags in responses.

Suggestion filter in Response

View Suggested Actions in responses.

Ranker

Export Ranker, All Questions (Visible Rows)

Export all Ranker questions and data for rows visible in the report.

Export Ranker, All Rows (Visible Columns)

Export all Ranker rows for columns visible in the report.

Profiler

Profiler Table

View Profiler Table reports.

Profiler Graph

View Profiler Graph reports.

Problems

Problems Table

View Problems Table reports.

Problems Compare

View Problems Compare reports.

Problems Snapshot

View Problems Snapshot reports.

Custom Modules

All Modules

View all Custom Module in reports.

Administrate and view personalized subscriptions for modules

Subscriptions

Create score-based subscriptions for modules.

Subscriptions

Create record-level subscriptions for individual records.

Create Custom Exports

Medallia Mobile

Access Mobile App

Full access to Medallia Mobile.

[NOT IN USE, REPLACED BY MANAGE_WATCHLIST] Watchlist Notification Creation (Web & Mobile)

Important: Do not use this permission, which has been superseded by the Manage Watchlist permission.

Call Customers

Call respondents directly from a response in Medallia Mobile.

Forward Response via Email

Forward responses. It is required even if either Forward Response via Email or Forward Response using Enterprise Email is assigned. If neither of those permissions are assigned, roles with this permission can forward email using the default email app on their devices. It can also share report modules on Hybrid mode through preferred channels with anyone.

Forward Response via Email with PDF

Attach a PDF of the response when forwarding responses using the default email app on their device or the native email functionality in Medallia Mobile. PDFs cannot be attached when using the email client determined by the company's EMM configuration.

Forward Response using Enterprise Email

Forward responses when using the email client determined by the company's EMM configuration.

Forward Response via Email through Medallia

Forward responses using the native forwarding functionality in Medallia Mobile. The role can also share report modules on hybrid mode through preferred channels with anyone.

Desktop Promotional Page

Grant access to the screen in Medallia Mobile that provides download and account sign-in information.

Medallia Voices

Access Voices

Access Medallia Voices.

Suggest Involved Users

View users that might be involved with responses.

Respond Directly

Respond directly to individuals that provided feedback.

Allow User-level Filters

Set users' own Medallia Voices filters.

Social

View Rival Comparison Report

View a Rival comparison report.

View Rival Responses Report

View a Rival Responses Rival responses report.

Manage Custom Rival Lists

Manage Custom Rival lists for a unit.

Respond Directly to Social Feedback

Respond to social media feedback through in Responses Form reports and Responses Feed modules.

Exclude Social Responses

Exclude social responses from reports. Ensure that unit administrators have this permission.

External Response Settings

View the legacy Source Settings & Issues screen. From there, they can configure sources, report problems, and enable or disable responses.

Report Issues with Sources

View the legacy Source Settings & Issues screen where you configure sources, and report problems. You can't enable or disable responses. This permission must be granted to unit administrators.

Push Reports

Receive Push Reports

Receive Push reports.

Enhanced Responses

View Enhanced Responses

Uses Enhanced responses, including Feedback responses.

Important: If masking Sensitive data, ensure that roles using Feedback responses have this permission assigned. Otherwise, replies to Feedback responses might not be added to the Activity log.

Community Features

View and Use Community Likes

Click Like in Responses Form reports and Responses Feed modules and view which responses have been liked most.

View and Create Community Comments

Click Comment in Responses Form reports and Responses Feed report modules to post comments in the response record.

Mention Users in Comments

Mention specific users when commenting in Responses Form reports and Responses Feed report modules.

Mention Units in Comments

Mention specific units when commenting in Responses Form reports and Responses Feed report modules.

Delete Community Comments

Delete their own comments in Responses Form reports.

Edit Community Comments

Edit their own comments in Responses Form reports.

Media Feedback

Segments

Action Plans

View Action Plans

View the Action Plans screen and existing Action plans.

View Action Plan Templates

View the Manage templates screen and existing Action plans templates.

Manage Action Plan Templates

Create, edit, and delete Action Plan templates.

Create Action Plans

Create new Action plans.

Update Action Plans

Edit Action plans.

Delete Action Plans

Delete Action plans.

Manage Action Plan Tasks

Create, edit, and delete Action plans tasks.

Action Plan Super User

Allows users to edit and delete any action plans and their tasks listed in their action plan view. This includes modifying the plan or task owner, title, and other related fields.

Disable Simple Impact Analysis

Makes the ability to create and update individual metric impact analysis for Action Plans inactive.

Manage Advanced Action Plan Impact Analysis

View the impact analysis section of Action plans. If the user is the creator or owner of an existing plan, that user can create, edit, and delete the impact analysis.

Enable Action Plans for Reporting Modules

Activates Action Plans for reporting modules so users can create, link, and edit action plans while reviewing reporting modules.

Saved Filters

User Activities

User Activities

Adds visibility restrictions to User activity records in reports.

Important: When this permission is active, the permission filters includes the following conditions:

• Org Hierarchy in case without OHF — At least one unit associated with one of the configured Company Member Unit fields is contained in the set of visible units defined by the reporting user data-access. This includes e_user_activity_units in Company Member Unit fields and matching using other multi-valued company member unit fields present in the user's data-access.
• Org Hierarchy in case with OHF — This matching is similar to the one done using the reporting user data-access in the case of surveys. The unit groups available for matching are those dumped as Org Hierarchy for e_user_activity_units and the Org Hierarchy associated with multi-valued unit fields.
• Survey field conditions — If the reporting user has a condition on single-valued survey fields, no matching record is obtained because those field conditions are not dumped. Additionally, if a field is not present in the user's data-access definitions, those surveys are discarded.

Watchlist

Manage Watchlist

Manage Notification settings and Watching List in Medallia Mobile.

Agile Research

Insights Assistant

Enterprise Data Records

Root Cause Assist