Permissions

Note: As of February 2025, the new Feature Permissions redefines Relativity's security management by shifting the focus from Object Types and Tab Visibility to feature-based permissions. This new method is simply another option; any feature-specific permissions information already in this topic is still applicable. This new interface enables administrators to manage permissions at the feature level, offering a more intuitive experience. By viewing granular permissions associated with each feature, administrators can ensure comprehensive control, ultimately reducing complexity and minimizing errors. For details see Instance-level permissions and Workspace-level permissions.

Import/Export validates the user's permissions and checks if all required applications are installed in their workspace. If the user does not have permission to run a given workflow or if any application needed for that workflow is not installed, Import/Export grays out the workflow button and displays a warning message below it explaining why it's inactive. This validation process works separately for each workflow. For example, if a user does not have permission to run a Processing job, they may still be able to import load file data but will not be able to process it.

All permissions are set in Workspace security.

The following permissions are required for all import and export workflows:

Object security Tab visibility Other Settings
  • Document—Add, Edit, View
  • Folder—Add, Edit
  • Import/Export Extraction Job—Add, Edit
  • Import/Export Job—Add, Edit
  • Relativity Time Zone—View
  • Documents
  • Import/Export Job
  

Additional permissions required forRaw (Unprocessed) Data import and Transcript MDB Data import workflows only:

Object security Tab visibility Other Settings
  • Entity—Add, Edit
  • OCR Language—View
  • Processing Data Source—Add, Edit, View
  • Processing Error—Add, Edit
  • Processing Set—Add, Edit, View
  • Quick Create Set—Add, Edit

 

Mass operations

  • Allow Import

Additional permissions required for Structured Data import workflows only:

Object security Tab visibility Other Settings
  • Production—View
  • Relativity Import Data Source—Add, Edit, View
  • Relativity Import Job—Add, Edit, View

 

Admin operations

  • Allow Import

Additional permissions required for Export workflows only:

Object security Tab visibility Other Settings
  • Import/Export Job—Add, Edit
  • Production—View
  • Relativity Export Service Job—Add, Edit, View

 

Admin operations

  • Allow Export