Workspace security quick reference

The Workspace security Quick Reference Guide (PDF) provides an overview of the security options and functions in a workspace.

Group Management

Group management security settings
1 View Users Displays a list of the users in the selected group.
2 Edit Permissions Edit the permissions of the group for objects, tab visibility, and other settings.
3 Copy Copy the selected group’s permissions to a new or existing group.
4 Preview Opens a preview of the Relativity workspace with the selected group’s permissions applied.
5 Add/Remove Groups Add or remove groups in the environment for a particular workspace and begin editing their permissions.

Object security permissions

Object security permissions
Deny object permissions set icon None Denies the group members access to the object.
View eyeball icon View Group members can view the object. This is the most basic level of permissions.
Edit pencil Edit Group members can edit and view the object.
Delete trashcan Delete Group members can delete the object.
Add object level permission icon Add Group members can add new instances of the object.
Edit security icon Edit security Group members can edit the security for instances of the object.

Tab visibility permissions

Tab visibility permissions
1 Group drop-down Displays the current group whose permissions you’re editing.
2 Search Bar Type the name of the tab you want to make visible for the group.
3 Selected tab This tab is visible for the group.
4 Child tab You can select a parent tab for visibility without the child tabs. However, you can’t select a child tab for visibility without its parent.

Other settings permissions

Other settings permissions
1 Group drop-down Displays the current group whose permissions you’re editing.
2 Browsers Gives users the ability to view the selected browsers in the documents tab.
3 Admin Operations Gives users the ability to perform selected admin operations.
4 Mass Operations Gives users the ability to perform selected mass operations.