Governance and Control
Admins connect Verra to the firm's sign-in and directory, decide who can see and use what, and follow how each team uses it. Files keep the permissions they have at the source, so people see in Verra only what they could already open.
People, Groups and Roles
People sign in through the firm's single sign-on, and directory sync adds and removes them as the directory changes. Groups can follow the groups in the firm's directory, and admin roles hand out parts of the work.
Single Sign-On
SAML or OIDC through the firm's identity provider, on verified domains.
Directory Sync
Remove someone from the directory and their Verra access ends.
Admin Roles
Give someone one area to run, such as usage, firm knowledge bases or templates, without full admin rights.
Who Sees and Uses What
A knowledge base reaches only the people and groups it's shared with, and admins choose which Verra features each person or group can use. In the firm's own cloud, admins also set what sharing means for each data source.
Shared With Groups
Knowledge bases, skills and templates go to a person, a group or the whole firm, and no further.
Feature Settings
Turn each Verra feature on for a person, a group or everyone.
Mirrored Permissions
Each file keeps the permissions it has in its source, checked before an answer uses it.
See How Each Team Uses Verra
Admins see which features each team, group and person uses, week by week, and when each member was last active. It shows where Verra is part of the daily work and which teams haven't started.
By Team and Group
Feature use, week by week, for each team and group.
By Person
Each member's use of each feature, and when they were last active.
A Usage Role
Someone can follow usage without full admin rights.
Other Parts of Verra
Institutional Memory
Projects for each engagement, the firm's documents synced from the systems it already uses, and its methods codified as skills.
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Sourced Analysis
Answers from the firm's files, each citing its sources, and the Agent Data Workspace, which reads every document in a knowledge base.
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Client Deliverables
The artifacts your firm needs, including docs, slides and spreadsheets, built to a professional standard and finished in the browser or on the desktop.
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