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.

Creating a Review Center template or queue

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

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

Note: The Workspace - Edit Security permission is only required to edit the assigned reviewer group.

Deleting a Review Center template or queue

To delete a Review Center template or queue, 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.

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 Reviewed 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: