Permissions

Data Transfer is a modernized feature permission at the instance level. You can only grant or revoke access to Staging Explorer by enabling or disabling the Data Transfer feature permission directly. The underlying granular permissions are locked and controlled by the feature toggle.

Existing groups and their permission configurations are not impacted at this time. However, aligning your groups with the Data Transfer feature permission is recommended. If a group's permissions are out of alignment, a blue banner and lightbulb icon appear in the Permissions UI with migration tooling to help. For details on modernized feature permissions and the full list of granular permissions controlled by Data Transfer, see Feature Permissions.

To grant access to RelativityOne Staging Explorer to a user group:

1. From the Instance Details tab, click Manage Permissions.
2. On the Features tab, select a group from the drop-down.
3. Enable the Data Transfer permission toggle for the group.
4. Click Review and Save.

If a user has access to multiple client domain workspaces and you only want them to be able to view specific file shares in the Staging pane of the Staging Explorer, the user must be in a group, other than the System Administrator group. That group must be added to at least one workspace built on the resource pool with the associated file shares. Refer to User access permissions to file shares for more information.