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 required 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 required for Raw (Unprocessed) Data import workflow only:

Object security Tab visibility Other Settings
  • Entity - Add, Edit
  • OCR Language - View

  • Processing Data Source - Add, View

  • Processing Error - Add, Edit

  • Processing Set - Add, Edit, View

  • Quick Create Set - Add, Edit

 

Mass operations

  • Allow Import
  • Assign to Entity

Additional permissions required 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

Additional permissions required 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