Last date modified: 2025-Sep-26

Permissions

Feature Permissions provide an alternative to Relativity's security management by shifting the focus from Object Types and Tab Visibility to feature-based permissions. This method is simply another option; any feature-specific permissions information already in this and other topics is still applicable. The Feature Permissions 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 designated for all import and export workflows:

Object securityTab visibilityOther 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 designated for Raw (Unprocessed) Data import and Transcript MDB Data import workflows only:

Object securityTab visibilityOther 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
  • Allow Staging Import

Additional permissions designated for Structured Data import workflows only:

Object securityTab visibilityOther Settings
  • Production—View
  • Relativity Import Data Source—Add, Edit, View
  • Relativity Import Job—Add, Edit, View

 

Admin operations

  • Allow Import
  • Allow Staging Import

Import/Export now allows importing data directly from the Staging locations, such as StructuredData (load file) and ProcessingSource (raw data). The Allow Staging Import permission is required to activate these import options in the application UI.

Additional permissions designated for Export workflows only:

Object securityTab visibilityOther Settings
  • Import/Export Job—Add, Edit
  • Production—View
  • Relativity Export Service Job—Add, Edit, View

 

Admin operations

  • Allow Export

 

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