Feature permissions

You can set permissions based on features for administrators and users in the system using the Features tab. Rather than managing specific permissions by navigating through the three tabs (Object Security, Tab Visibility, Admin Operations) individually, permissions can be set based on features in the system using the Features tab. Examples of features include Preservation, Production, and Imaging.

Each feature listed consists of a collection of the required permissions for that feature from the other three tabs. Once you enable a feature, its associated permissions are automatically enabled.

Workspace-level permissions

Set administrator or user permissions at the feature level. The tables below show the specific permission settings included in each feature at the workspace-level.

For more details on setting feature permissions, refer to Setting workspace permissions.

Note: N/A stands for Not Applicable

The feature permissions designated for Automated workflows are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
Administrator Automated workflows - Add, Edit, Delete, View, Secure, Copy to Workspaces, Sync to Workspaces Admin N/A

The feature permissions designated for Case metrics are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Reviewer Metrics - View, Add, Edit, Delete, Secure Case Metrics View All Audits
    Reports  
    Reviewer Metrics  

The feature permissions designated for Collect are:

Role (Admin or User) Object Security Tab Visibility Other settings
User Collection - Add, Edit, View Advanced N/A
  Collection Detail Custodian - Add, Edit, Delete, View Collect  
  Collection Detail Custodian Target - Add, Edit, Delete, View Collections  
  Collection Detail Custodian Target Result – Add, Edit, Delete, View Custodial Target Status  
  Collection Detail Noncustodial Source – Add, Edit, Delete, View Custodian Targets  
  Collection Detail Noncustodial Source – Add, Edit, Delete, View Entities Entities  
  Collection Detail Request – Add, Edit, Delete, View Matters  
  Collection Detail Source Instance – Add, Edit, Delete, View Monitor  
  Collection Detail Source Type – Add, Edit, Delete, View Non-Custodial Target Status  
  Collection Detail Summary – Add, Edit, Delete, View Status Summary  
  Collection Matter – Add, Edit, View    
  Collection Run – Add, Edit, View    
  Collection Source Instance - View    
  Collection Source Instance Parameter - View    
  Collection Source Target Parameter Instance - View    
  Collection Source Target Parameter Type - View    
  Collection Source Type - View    
  Collection Source Type Parameter Type - View    
  CollectionSourceTypeCriteria - View    
  Collection Source Type Criteria Validator - View    
  Collection Source Type OAuth Definition - View    
  Custodian Target – Add, Edit, Delete, View    
  Custodian Target Generation Error – Add, Edit, Delete, View    
  Entity - View    
  Relativity Time Zone – Add, Edit, View    
  Processing Data Source – Add, Edit, View    
  Processing Error – Add, Edit, View    
  Processing Profile – Add, Edit, View    
  Processing Set – Add, Edit, View    
  Folder – Add, Edit, View    
 
Administrator CollectionSourceTypeCriteria – Edit, Delete, Secure, Add, View Advanced N/A
  Custodian Target – Edit, Delete, Secure, Add, View Collect  
  Noncustodial Target Generation Error – Edit, Delete, Secure, Add, View Collection Admin  
  Collection Source Instance Parameter – Edit, Delete, Secure, Add, View Collections  
  Collection Source Type Criteria Validator – Edit, Delete, Secure, Add, View Custodial Target Status  
  Collection Detail Request – Edit, Delete, Secure, Add, View Custodian Targets  
  Entity – Edit, Delete, Secure, Add, View Entities  
  Collection Source Type Parameter Type – Edit, Delete, Secure, Add, View Matters  
  Collection Source Type – Edit, Delete, Secure, Add, View Monitor  
  Collection – Edit, Delete, Secure, Add, View Non-Custodial Target Status  
  Collection Run – Edit, Delete, Secure, Add, View Status Summary  
  Processing Error – Edit, Delete, Secure, Add, View    
  Collection Detail Custodian – Edit, Delete, Secure, Add, View    
  Processing Data Source – Edit, Delete, Secure, Add, View    
  Relativity Time Zone – Edit, Delete, Secure, Add, View    
  Collection Detail Custodian Target Result – Edit, Delete, Secure, Add, View    
  Collection Source Type OAuth Definition – Edit, Delete, Secure, Add, View    
  Processing Profile – Edit, Delete, Secure, Add, View    
  Collection Source Target Parameter Type – Edit, Delete, Secure, Add, View    
  Noncustodial Data Source Instance – Edit, Delete, Secure, Add, View    
  Collection Detail Custodian Target – Edit, Delete, Secure, Add, View    
  Collection Detail Source Type – Edit, Delete, Secure, Add, View    
  Collection Detail Source Instance – Edit, Delete, Secure, Add, View    
  Processing Set – Edit, Delete, Secure, Add, View    
  Collection Source Instance – Edit, Delete, Secure, Add, View    
  Custodian Target Generation Error – Edit, Delete, Secure, Add, View    
  Collection Detail Summary – Edit, Delete, Secure, Add, View    
  Collection Source Target Parameter Instance – Edit, Delete, Secure, Add, View    
  Collection Matter – Edit, Delete, Secure, Add, View    
  Collection Detail Noncustodial Target – Edit, Delete, Secure, Add, View    
  Folder – Edit, Delete, Secure, Add, View    
  Collection Detail Noncustodial Source – Edit, Delete, Secure, Add, View    

The feature permissions designated for Conceptual analytics are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Analytics Categorization Result – Add, Edit, View Analytics Categorization Set Clusters – browser
  Analytics Categorization Set – Add, Edit, View Analytics Core Cluster – mass
  Analytics Categorization Set Build History – Add, Edit, View Analytics Indexes Field Tree - browser
  Analytics Category – Add, Edit, View Choices  
  Analytics Example – Add, Edit, View Documents  
  Analytics Index – Add, Edit, View Fields  
  Analytics Index Type - View Repeated Content Filters  
  Choice – Add, Edit, View Trained Models  
  Cluster Set – Add, Edit, View    
  Document – View, Local Access (Download, Copy Text)    
  Field – Add, Edit, View    
  Repeated Content Filter – Add, Edit, View    
  Search – Add, Edit, View    
 
Administrator Analytics Categorization Result – Add, Edit, View, Delete, Secure Analytics Categorization Set Advanced & Saved Searches – browser
  Analytics Categorization Set – Add, Edit, View, Delete, Secure Analytics Core Clusters – browser
  Analytics Categorization Set Build History – Add, Edit, View, Delete, Secure Analytics Indexes Cluster – mass
  Analytics Category – Add, Edit, View, Delete, Secure Choices Field Tree - browser
  Analytics Example – Add, Edit, View, Delete, Secure Documents  
  Analytics Index – Add, Edit, View, Delete, Secure Fields  
  Search – Add, Edit, View, Delete, Secure Repeated Content Filters  
  Analytics Index Type – View, Delete, Edit, Secure Trained Models  
  Analytics Profile – Add, Edit, View, Delete, Secure    
  Cluster Set – Add, Edit, View, Delete, Secure    
  Repeated Content Filter – Add, Edit, View, Delete, Secure    
  Choice – Add, Edit, View, Delete, Secure    
  Field – Add, Edit, View, Delete, Secure    
  Document – View, Delete, Edit, Secure, Local Access (Download, Copy Text)    

The feature permissions designated for Export structured data are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Document – Add, Edit, View Documents Allow Export
  Folder – Add, Edit, View Import/Export Job  
  Import/Export Extraction Job – Add, Edit, View    
  Import/Export Job – Add, Edit, View    
  Production - View    
  Relativity Export Service Job – Add, Edit, View    
  Relativity Time Zone - View    
 
Administrator Document – Add, Edit, View, Secure, Delete Documents Allow Export
  Folder – Add, Edit, View, Secure, Delete Import/Export Job  
  Import/Export Extraction Job – Add, Edit, View, Secure, Delete    
  Import/Export Job – Add, Edit, View, Secure, Delete    
  Relativity Time Zone – View, Secure, Edit, Delete    
  Production – View, Secure, Edit, Delete    
  Relativity Export Service Job – Add, View, Edit, Secure, Delete    

The feature permissions designated for Imaging are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Document – Add, View Documents Image - mass
  Imaging Profile – Add, View, Edit Imaging Profiles  
  Imaging Set – Add, View, Edit Imaging Sets  
  Native Type - View    
 
Administrator Document – Add, View, Edit, Secure, Delete Documents N/A
  Imaging Profile – Add, View, Edit, Delete, Secure Imaging Profiles  
  Imaging Set – Add, View, Edit, Delete, Secure Imaging Sets  
  Native Type – View, Secure, Edit, Delete    

The feature permissions designated for Import structured data are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Document – Add, View, Edit Documents Allow Import
  Folder – Add, View, Edit Import/Export Job  
  Import/Export Extraction Job – Add, View, Edit    
  Import/Export Job – Add, View, Edit    
  Relativity Time Zone - View    
  Production - View    
  Relativity Import Data Source – Add, View, Edit    
  Relativity Import Job – Add, View, Edit    
 
Administrator Document – Add, View, Edit, Secure, Delete Documents Allow Import
  Folder – Add, View, Edit, Secure, Delete Import/Export Job  
  Import/Export Extraction Job – Add, View, Edit, Secure, Delete    
  Import/Export Job – Add, View, Edit, Secure, Delete    
  Relativity Time Zone – View, Secure, Edit, Delete    
  Production – View, Secure, Edit, Delete    
  Relativity Import Data Source – Add, View, Edit, Secure, Delete    
  Relativity Import Job – Add, View, Edit, Secure, Delete    

The feature permissions designated for Import unstructured data are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Document – Add, View, Edit Documents Allow Import
  Entity – Add, View, Edit Import/Export Jobs  
  Folder – Add, View, Edit    
  Import/Export Extraction Job – Add, View, Edit    
  Import/Export Job – Add, View, Edit    
  OCR Language - View    
  Processing Data Source – Add, View, Edit    
  Processing Error – Add, View, Edit    
  Processing Set – Add, View, Edit    
  Quick-Create Set(s) – Add, View, Edit    
  Relativity Time Zone - View    
 
Administrator Document – Add, View, Edit, Secure, Delete Documents Allow Import
  Entity – Add, View, Edit, Secure, Delete Import/Export Job  
  Folder – Add, View, Edit, Secure, Delete    
  Import/Export Extraction Job – Add, View, Edit, Secure, Delete    
  Import/Export Job – Add, View, Edit, Secure, Delete    
  OCR Language – View, Secure, Edit, Delete    
  Processing Data Source – Add, View, Edit, Secure, Delete    
  Processing Error – Add, View, Edit, Secure, Delete    
  Processing Set – Add, View, Edit, Secure, Delete    
  Quick-Create Set(s) – Add, View, Edit, Secure, Delete    
  Relativity Time Zone – View, Secure, Edit, Delete    

The feature permissions designated for Legal hold are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
Administrator Custodian Role – Add, View, Edit, Delete Legal Hold Manage Object Types
  Custodian Status – Add, View, Edit, Delete Projects Use Pivot/Chart
  Entity – Add, View Communications View All Audits
  Field – Add, View, Add Field Choice By Link Reports  
  JobSchedule – Add, View, Edit, Delete Question Responses  
 

Legal Hold Application Permissions:

  • View
  • Assign Custodian(s)
  • Release Custodian(s)
  • Remove Custodian(s)
  • Open Project / Close Project
  • Preservation Hold
  • Send Communication(s)
  • Send Communication Preview
  • Send Communication Reminder
  • Send Escalation
  • View Portal As Custodian
  • Act On Behalf of Custodian
  • Respond To Message
  • Send Global Reminder Now
  • Send Test Global Reminder
  • Test Outgoing Email Settings
  • Send Project Reminder Now
  • Send Test Project Reminder
  • Approve Communications
 Mailbox  
  Legal Hold Selector Communications – Add, View, Edit, Delete Project Reminder  
  Legal Hold Selectors – View Custodian Status Dashboard  
  Preservation Case – Add, View, Edit Tasks  
  Preservation Case Source – Add, View, Edit, Delete Legal Hold Libraries  
  Preservation Custodian Status – Add, View, Edit, Delete Questionnaires  
  Preservation Custodian Target – Add, View, Edit, Delete Questions  
  Preservation Hold Settings – Add, View, Edit, Delete Attachments  
  Preservation Source – Add, View, Edit, Delete Scheduled Reports  
  Preservation Target Discovery Status – Add, View, Edit, Delete Legal Hold Admin  
  Preservation Target Filter – Add, View, Edit, Delete Legal Hold Settings  
  Preserve Product – Add, View, Edit, Delete Global Reminder  
  Preserve Product Source – Add, View, Edit, Delete Preservation Hold Settings  
  Project – Add, View, Edit, Delete Role  
  Project Health – Add, View, Edit, Delete Custodian Portal Authentication Provider  
  Project Questionnaires – Add, View, Edit, Delete Item Selectors  
  Project Questionnaires Report Sub View - View Entities  
  Roles – Add, View, Edit, Delete    
  Scheduled Report – Add, View    

The feature permissions designated for OCR are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User OCR Set – Add, View OCR Sets Advanced & Saved Searches
  OCR Profile - View OCR Profiles  
  Production - View    
  Search - View    
 
Administrator OCR Set – Add, View, Secure, Edit, Delete OCR Sets Advanced & Saved Searches
  OCR Profile – View, Add, Edit, Secure, Delete OCR Profiles  
  Production – View, Secure, Edit, Delete    
  Search – View, Secure, Edit, Delete    

The feature permissions designated for Preservation are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Preservation – View, Edit, Delete Data Preservation  
  Preservation Data Service - View    
  Preservation Data Source - View Preservation Hold Entity Status  
  Preservation Error – View, Edit, Delete Preservation Hold Job  
  Preservation Hold Entity Status – View, Edit, Delete Preservation Error  
  Preservation Hold – View, Edit, Delete Preservation  
  Preservation Hold Job – View, Edit, Delete Preservation Hold  
 
Administrator Custodian Role – View, Secure, Edit, Delete   N/A
  Custodian Status – View, Secure, Edit, Delete    
  Entity – View, Secure, Edit, Delete    
  Field – View, Secure, Edit, Delete    
  JobSchedule – View, Secure, Edit, Delete    
  Legal Hold Application Permissions – View, Secure, Edit, Delete    
  Legal Hold Selector Configurations – View, Secure, Edit, Delete    
  Legal Hold Selectors – View, Secure, Edit, Delete    
  Preserve Product – View, Secure, Edit, Delete    
  Preserve Product Source – View, Secure, Edit, Delete    
  Preservation – View, Edit, Delete, Secure Data Preservation  
  Preservation Case – View, Secure, Edit, Delete    
  Preservation Case Source – View, Secure, Edit, Delete    
  Preservation Custodian Status – View, Secure, Edit, Delete    
  Preservation Custodian Target – View, Secure, Edit, Delete    
  Preservation Data Service – View, Edit, Delete, Secure Preservation Error  
  Preservation Data Source – View, Edit, Delete, Secure Preservation Hold Job  
  Preservation Error – View, Edit, Delete, Secure Preservation Data Source  
  Preservation Hold – View, Edit, Delete, Secure Preservation  
  Preservation Hold Entity Status – View, Edit, Delete, Secure Preservation Data Service  
  Preservation Hold Job – View, Edit, Delete, Secure Preservation Hold  
  Preservation Hold Settings – View, Secure, Edit, Delete    
  Preservation Source – View, Secure, Edit, Delete    
  Preservation Target Discovery Status – View, Secure, Edit, Delete    
  Preservation Target Filter – View, Secure, Edit, Delete    
  Project – View, Secure, Edit, Delete    
  Project Health – View, Secure, Edit, Delete    
  Project Questionnaires – View, Secure, Edit, Delete    
  Project Questionnaires Report Sub View – View, Secure, Edit, Delete Preservation Hold Entity Status  
  Roles – View, Secure, Edit, Delete    
  Scheduled Report – View, Secure, Edit, Delete    

The feature permissions designated for Processing are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Discovered File – Edit, View    
  Document – Add, Edit, View Processing Data Sources  
  Entity – Add, Edit, View Password Bank / Processing  
  Folder – Add, Edit, View Processing Filter  
  Inventory Filter – Add, Edit, Delete, View    
  Job Error – View, Edit Inventory  
  OCR Language - View Files  
  Processing Data Source – Add, View, Edit Entities Export to File
  Processing Filter – Add, Edit, View Quick-Create Set(s)  
  Processing Set – Add, Edit, View Processing Sets  
  Workspace Processing Settings - View View Job Errors  
 
Administrator Discovered File – Edit, View, Delete, Secure    
  Document – Add, Edit, View, Delete, Secure Processing Profile  
  Entity – Add, Edit, View, Delete, Secure Job Errors  
  Folder – Add, Edit, View, Delete, Secure Password Bank / Processing  
  Inventory Filter – Add, Edit, View, Delete, Secure Inventory  
  Job Error – Edit, View, Delete, Secure Processing Filter  
  OCR Language – View, Delete, Edit, Secure Processing Data Sources  
  Processing Data Source – Add, Edit, View, Delete, Secure Entities Export to File Export to File
  Processing Error – Edit, View, Delete, Secure, Download and Upload files with processing errors Quick-Create Set(s)  
  Processing Filter – Add, Edit, Secure, View, Delete Processing Sets  
  Processing Profile – Add, Edit, View, Delete Secure Reports  
  Processing Set – Add, Edit, View, Delete Secure Files  
  Workspace Processing Settings – Delete, Edit, View, Secure    

The feature permissions designated for Production are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Production – Add, View, Edit Production Sets Copy
  Production Data Source – Add, View, Edit, Delete Production Placeholder Re-produce
  Production Information – Add, View, Edit Production  
  Production Placeholder – Add, View, Edit Case Admin  
 
Administrator Production – Add, View, Edit, Secure, Delete Production Sets View All Audits
  Production Data Source – Add, View, Edit, Delete, Secure Production Placeholder Override Production Restrictions
  Production Information – Add, View, Edit, Secure, Delete Production Copy
  Production Placeholder – Add, View, Edit, Secure, Delete Case Admin Re-produce

The feature permissions designated for RIP Sync are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Document – Add, Edit, Delete, View Integration Points Allow Import
  Folder – Add, Edit, View Job History Allow Export
  Integration Point – Add, View Job History Errors  
  Integration Point Profile – Add, View Destination Workspaces  
  Integration Point Type – Add, View Integration Point Profile  
  Job History – Add, Edit, View    
  Job History Error – Add, Edit, View    
  Search – Add, View    
 
Administrator Document – Add, Edit, Delete, View, Secure Documents Allow Import
  Folder – Add, Edit, View, Delete, Secure Integration Points Allow Export
  Integration Point – Delete, Edit, View, Secure Job History  
  Integration Point Profile – Delete, Edit, View, Secure    
  Integration Point Type – Delete, Edit, View, Secure Destination Workspaces  
  Job History – Delete, Edit, View, Secure Job History Errors  
  Search – Delete, Edit, View, Secure    

The feature permissions designated for Redact are:

Role

(Admin or User)

 Object Security Tab Visibility Other settings
User Document – View, Redact Document, Highlight Document, Local Access (Download, Copy Text) N/A N/A
  Markup Set – Add, View    
  Redact – Add, Edit, Delete, View, Place/Edit Manual Redaction, Place/Edit Manual Highlight, Clear Markups, Unhide Excel Content, View Quality Control Panel, Accept/Reject Quality Control Entries, Native PDF Redactions, Native Excel Redactions, Image Restrictions    
  Redact Externally Redacted Native – Add, Edit, View    
  Redact Original Native – Add, Edit, View    
  Redact Produced Document – Add, Edit, View    
 
Administrator Document – View, Delete, Edit, Secure, Redact Document, Highlight Document, Local Access (Download, Copy Text) Redact Projects Convert Spreadsheet Markups
  Markup Set – Add, View, Delete, Edit, Secure Redact Original Native  
  Redact – Add, Edit, Delete, View, Secure, Place/Edit Manual Redaction, Place/Edit Manual Highlight, Clear Markups, Unhide Excel Content, View Quality Control Panel, Accept/Reject Quality Control Entries, Input Custom Redaction Text, Native PDF Redactions, Native Excel Redactions, Image Redactions Redact External Markups Revert Native Redactions
  Redact Externally Redacted Native – Add, Edit, View, Delete, Secure Redact Settings  
  Redact Original Native – Add, Edit, View, Delete, Secure Redact Redacted File  
  Redact Produced Document – Add, Edit, View, Delete, Secure Redact Audits Prepare Excel for Redact
    Redact Externally Redacted Native  
    Redact  

The feature permissions designated for Review center are:

Role

Object Security Tab Visibility Other settings
Reviewer Review Center Queue - View Review Queues N/A
  Review Center Coding - View    
 
Power User Review Center Queue - View Review Center N/A
  Document – View, Edit Review Queues  
  Review Center Coding - View Documents  
 
Administrator Document – View, Edit, Secure Review Queues  
  Review Center Coding – View, Secure Documents  
  Review Center Queue – View, Edit, Add, Delete, Secure Review Library Delete
  Review Queue Refresh Trigger – Add, View, Edit, Secure Saved Models  
  Workspace – Secure, View Review Center Field Tree

The feature permissions designated for Sentiment analysis are:

Role

Object Security Tab Visibility Other settings
Administrator Sentiment Analysis Job – Add, Edit, View, Delete, Secure Sentiment Analysis Jobs Detect Sentiment
  Sentiment Result – Add, Edit, View, Delete, Secure Sentiment Results  
    Documents  

The feature permissions designated for Structured analytics are:

Role

Object Security Tab Visibility Other settings
User Alias - View Structured Analytics Results  
  Alias Domain - View Documents  
  Analytics Profile - Add, Edit, View Aliases  
  Entity - View Repeated Content Filters  
  Repeated Content Filter – Add, Edit, View Analytics Profiles  
  Structured Analytics Errors - View Alias Domains  
  Structured Analytics Results – Add, Edit, View Structured Analytics Set Communication Analysis Widget
  Structured Analytics Set – Add, Edit, View Entities Email Thread Visualization
 
Administrator Alias – Add, Edit, View, Delete, Secure Structured Analytics Results  
  Alias Domain – Add, Edit, View, Delete, Secure Documents  
  Field – View, Edit Alias Domains  
  Analytics Profile – Add, Edit, View, Delete, Secure Aliases Email Thread Visualization
  Repeated Content Filter – Add, Edit, View, Delete, Secure Analytics Profiles  
  Structured Analytics Errors - View Entities Communication Analysis Widget
  Structured Analytics Results – Add, Edit, View, Delete, Secure Indexing & Analytics Assign to Entity
  Structured Analytics Set – Add, Edit, View, Delete, Secure Structured Analytics Set Merge

The feature permissions designated for Translate are:

Role

Object Security Tab Visibility Other settings
User Document – View, Translate Document Translate Jobs N/A
  Translated Documents – Add, Edit, View, Delete Translated Documents  
 
Administrator Document – View, Secure, Edit, Delete, Translate Document Translate Jobs Translate Document(s)
  Translated Documents – Add, View, Edit, Delete, Secure Translated Documents  

Instance-level permissions

Set administrator permissions at the feature level. The tables below show the specific permission settings included in each feature at the Instance-level.

For more details on setting feature permissions, refer to Setting instance permissions.

Note: N/A stands for Not Applicable

The feature permissions designated for Archive and Restore (ARM) are:

Object Security Tab Visibility Other settings
N/A ARM N/A
  ARM Jobs  
  Configuration  

The feature permissions designated for Audit are:

Object Security Tab Visibility Other settings
Audit Dashboard - View, Edit, Add, Delete, Secure Audit View Audits
Audit Workspace Setting – View, Edit, Add, Delete, Secure Audit Migration Reports View Admin Repository
Data Grid Audit – View, Edit, Add, Delete, Secure Audit Workspace Settings  
Data Grid Audit Field Mapping – View, Edit, Add, Delete, Secure Data Grid Audit Field Mapping  
Relativity Script - View Applications & Scripts  
Workspace - View    

The feature permissions designated for Authentication are:

Object Security Tab Visibility Other settings
Authentication Provider – View, Edit, Add, Delete, Secure Authentication View Admin Repository
Authentication Provider Type – View, Edit, Add, Delete, Secure Authentication Provider  
Federated Instance – View, Edit, Add, Delete, Secure Authentication Provider Type  
Group Claim Mapping – View, Edit, Add, Delete, Secure Federated Instance  
JIT Settings – View, Edit, Add, Delete, Secure OAuth2 Client  
Login Method – View, Edit, Add, Delete, Secure    
OAuth2 Client – View, Edit, Add, Delete, Secure    
Required Claim – View, Edit, Add, Delete, Secure    

The feature permissions designated for Case Metrics are:

Object Security Tab Visibility Other settings
Schedule – View, Edit, Add, Delete, Secure N/A N/A
ScheduleReport – View, Edit, Add, Delete, Secure    
ScheduleReportField – View, Edit, Add, Delete, Secure    
ScheduleReportFilter – View, Edit, Add, Delete, Secure    

The feature permissions designated for Cost Explorer are:

Object Security Tab Visibility Other settings
N/A Cost Explorer View Admin Repository
  Mgmt. Console View Cost Explorer

The feature permissions designated for Data transfer are:

Object Security Tab Visibility Other settings
N/A Staging Explorer Access RelativityOne Staging Explorer
  Staging Reports Send Email Notification
  Mgmt. Console View Staging Report
  Data Transfer  

The feature permissions designated for Job queues are:

Object Security Tab Visibility Other settings
N/A Branding Queue Change Queue Priority
  Branding Queue Legacy  
  DtSearch Queue Admin  
  Import/Export Queue  
  OCR Queue  
  PDF Queue  
  Production Queue  
  Production Queue Legacy  
  Queue Management  
  Translate Jobs  
  Worker Manager Queue  
  Workspace Upgrade Queue  
  Processing and Imaging Queue  
  Processing History  

The feature permissions designated for Migrate are:

Object Security Tab Visibility Other settings
Migrate Migration – View, Edit, Add, Delete, Secure Migrate Access Migrate
Migrate Restore Job – View, Edit, Add, Delete, Secure   View Admin Repository
Migrate Source Instance – View, Edit, Add, Delete, Secure    

The feature permissions designated for Security center are:

Object Security Tab Visibility Other settings
N/A Security Alerts N/A
  Security Center  
  Security Configurations  

The feature permissions designated for User and groups management are:

Object Security Tab Visibility Other settings
Group - View, Edit, Add, Delete, Secure Groups Force Logout on User Status
User – View, Edit, Add, Delete, Secure Users and Group Management Send Message
Client – View User Status View Admin Repository
Authentication Provider – View Users  
Login Method – View, Edit, Add, Delete    

The feature permissions designated for Workspace management are:

Object Security Tab Visibility Other settings
Client – View, Edit, Add, Delete, Secure Clients View Admin Repository
Matter – View, Edit, Add, Delete, Secure Matters Manage Cold Storage
Workspace – View, Edit, Add, Delete Workspaces  
  User and Group Management