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 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 designated for Raw (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 Allow Staging Import

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
Allow Staging Import

Additional permissions designated 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 Allow Staging Import

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
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 security	Tab visibility	Other Settings
Import/Export Job—Add, Edit Production—View Relativity Export Service Job—Add, Edit, View		Admin operations Allow Export

Object security

Tab visibility

Other Settings

Import/Export Job—Add, Edit
Production—View
Relativity Export Service Job—Add, Edit, View

Admin operations

Allow Export

Additional required permissions for document import

When performing imports in Relativity, additional permission requirements apply, depending on the workflow and the object type being imported. The following requirements apply to all document import workflows, regardless of the import source or format.

Mapped field permissions

When importing data that includes field mappings, the user must have appropriate permissions for each field mapped in the import configuration:

View permissions for all mapped fields
Edit permissions for any field into which values are being imported

If the user does not have permissions for one or more mapped fields, the import may fail or result in incomplete ingestion of field values.

Required system field permissions for Document object import

In addition to mapped fields, Relativity evaluates several system fields during document ingestion. The user performing the import must have the following system field permissions when importing Document object:

Supported By Viewer
Has Natives
Relativity Native Type

These permissions are required even when the system fields are not explicitly mapped during import. Missing permissions may cause validation errors or prevent the import from completing successfully.