Last date modified: 2026-Sep-16

Review Center security permissions

This page contains information on the security permissions required for creating and interacting with the Review Center application. For more information on setting permissions, see Workspace security.

Feature permissions

This feature supports feature permission actions. Each action grants access to a specific task within the feature. You can grant groups access to individual actions, allowing them to perform only the tasks they need. To grant access to the entire feature, select all of its actions. Manage feature actions on the Features tab in a group's workspace permissions. For instructions, see Setting workspace permissions. For more information about feature permissions, see Feature permissions.

Feature permissions for Review Center

Permissions for Review Center include:

  • Manage Documents—select to allow users to view and edit documents from the Review Queues tab.
  • View Review Center—select to allow users to view the Review Center dashboard.
  • Manage Review Center Queues—select to allow users to create, edit, and delete Review Center queues, manage queues and view their statistics, and review documents.

For more detailed information on what is included in each permission, see Workspace-level permissions.

Checking document permissions

Make sure the reviewer groups have permissions to the documents they need to review. Reviewers will only see documents they have access to. If any documents in the queue are in a secured documents folder, and a reviewer does not have permissions for it, those documents will not be checked out to the reviewer.

If a reviewer sees a message that there are no more documents to review in a queue, but there are uncoded documents left, check the document permissions.

For more information on document security, see Securing a folder for selected groups.

For more information on assigning reviewer groups to a queue, see:

Granular permissions

Creating a Review Center queue or template

To create a Review Center queue or template, you need the following permissions:

Object Security Tab Visibility
  • Queue Refresh Trigger - View, Edit, Add
  • Review Center Queue - View, Edit, Add
  • Review Library
  • Review Center

Editing and controlling Review Center queues

To edit an existing Review Center queue and use dashboard controls such as Prepare or Start, you need the following permissions:

Object Security Tab Visibility
  • Queue Refresh Trigger - View, Edit, Add
  • Review Center Queue - View, Edit
  • Review Center

Deleting a Review Center queue or template

To delete a Review Center queue or template, you need the following permissions:

Object Security Tab Visibility Mass Operation
  • Queue Refresh Trigger - View, Edit, Add
  • Review Center Queue - View, Edit, Delete
  • Review Library
  • Delete

Viewing the Review Center dashboard

To view the Review Center dashboard, you need the following permissions:

Object Security Tab Visibility
  • Review Center Queue - View
  • Review Center

If you want a user group to only see specific queues on the dashboard, you can restrict a queue using item-level security on the Review Library tab. For more information, see Levels of Security in Relativity.

Assigning batches

To assign batches from a Review Center queue, you need the following permissions:

Tab Visibility Other Settings
  • Review Center (if assigning from the dashboard)
  • Review Queues (if assigning from the Review Queues tab)
  • Assign Batches

Users do not need this permission to self-assign batches from the Review Queues tab.

Managing saved models

To create a saved model from a Review Center queue, you need the following permissions:

Object Security Tab Visibility
  • Review Center Queue - View, Edit
  • Review Center
  • Saved Models (only needed to view results)

To copy a saved model to another workspace, you must have access to the destination workspace. You also need the following permissions in the origin workspace:

Object Security Tab Visibility
  • Review Center Queue - View, Edit
  • Saved Models

To delete a saved model, you need the following permissions:

Object Security Tab Visibility
  • Review Center Queue - View, Edit
  • Saved Models

Tracking reviewer decisions from the Documents tab

To track reviewer coding decisions using the Documents tab or the Field Tree, you need the following permissions:

Object Security Tab Visibility

Browsers
  • Review Center Coding - View
  • Documents
  • Field Tree

Users with access to the Review Center dashboard can also track reviewer decisions using the All Documents table. For more information, see Tracking reviewer decisions.

Reviewer permissions

A reviewer group accessing a Review Center queue and coding documents must have the following permissions: 

Object Security Tab Visibility
  • Document - View, Edit
  • Review Center Queue - View
  • Review Queues

Checking document permissions

Make sure the reviewer groups have permissions to the documents they need to review. Reviewers will only see documents they have access to. If any documents in the queue are in a secured documents folder, and a reviewer does not have permissions for it, those documents will not be checked out to the reviewer.

If a reviewer sees a message that there are no more documents to review in a queue, but there are uncoded documents left, check the document permissions.

For more information on document security, see Securing a folder for selected groups.

For more information on assigning reviewer groups to a queue, see:

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