Configuration option | Description |
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Label | The name of the label. This will appear on the tag showing next to each conversation the label is applied to. This is a mandatory field. |
Color | Select a color for the label. This will be the background color of the tag showing next to each conversation the label is applied to. This is a mandatory field. |
Description | Provide an optional description for the label that appears in the label list. |
Access/Share Expires | This setting relates to the access extension settings configurable below. If a date is set, then the access extension will only be in effect for the selected users till this date. |
Override "Unable to Access Conversations Older than" Permission | Enable this checkbox if the access extension settings should override the Unable to Access Conversations Older than setting that is configured in the user roles for the affected users. |
Extend Access to List Conversations | This option allows you to extend access to list conversations tagged with the label. - No One: Access to the conversations tagged with this label does not change, meaning everyone who had access to the conversation before will retain it, but no additional users are given access.
- Select Users: selecting this option will allow you to extend access to the conversation tagged with this label to additional users and/or groups.
- Everyone: selecting this option will grant access to the conversations tagged with this label to every Verba in the system.
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Extend Access to Play Back Conversations | This option allows you to extend access to conversations tagged with the label. - No One: Access to the conversations tagged with this label does not change, meaning everyone who had access to the conversation before will retain it, but no additional users are given access.
- Select Users: selecting this option will allow you to extend access to the conversation tagged with this label to additional users and/or groups.
- Everyone: selecting this option will grant access to the conversations tagged with this label to every Verba in the system.
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Add/Remove Label to/From Conversations | This option controls which users can add and remove the label to/from conversations - Owner: only the creator of the label can apply or remove this label to/from conversations
- Select users: the selected users and the members of the selected groups will be able to apply or remove this label to/from conversations
- Everyone: every user in the system will be able to apply and remove this label to/from conversations
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Visibility | This option allows you to control which users have visibility of a specific label. - Owner: only the creator of the label has visibility of this label within Conversation Search and other application functionality that use Labels
- Select Users: selecting this grant visibility of this specific label within Conversation Search and other application functionality that use Labels. Visibility The visibility of this label is extended to additional users and/or groups.
- Everyone: selecting this grant visibility of this specific label within Conversation Search and other application functionality that use Labels. Visibility
The visibility of this label is extended to:- every user that is added at the "Extend Access to List Conversations" setting
- every user that is added at the "Extend Access to Play Back Conversations" settings
- every user that is added at the "Add/Remove Label to/From Conversations" setting
- every user that has the "Scope = Standard" permission in
the system- his role setting, and has the same group membership as the owner user, and has the group supervisor right within that group
- every user that has the "Scope = Access all" permission in his role setting.
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Legal Hold | This option allows you to enable Legal Hold for conversations tagged with the label. For more information on Legal Hold, see the corresponding article. |