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.

The following minimum security permissions are required to use the Staging Explorer. All permissions are set in Instance security.

Object security Tab visibility Admin operations
Not applicable
  • Data Transfer
  • Staging Explorer
  • Access Staging Explorer
  • View Admin Repository*
  • Send Email Notification**
  • View Staging Report***

* this permission is needed for non-admin users only.

** this permission is not required to run Staging Explorer, but is required to send and receive an email notification when a transfer finishes or fails. For more information, see Updating Transfer Settings.

*** this permission is needed to utilize Calculate folder size function in Staging Explorer. For more information, see Calculating folder size.

Note: If a user has access to multiple client domain workspaces and you only want them to be able to view specific fileshares in the Staging pane of the Staging Explorer, the user must be in a group, other than the System Administrator group. That group must be added to at least one workspace built on the resource pool with the associated fileshares. Refer to User access permissions to fileshares for more information.