Permissions

System administrators can control access to aiR Assist per group within a workspace using Features Permissions for Index Management, Prompting, and Access Management. This is helpful when different teams are responsible for different tasks, such as only using indexing or only asking questions. See Feature permissions and Setting workspace permissions for more information.

Below are some typical scenarios, along with the appropriate permission toggle settings:

Group	Role	Index Management	Prompting	Access Management	Can see aiR Assist
Group A	Full usage—index management, edit metadata mapping, prompt generation, conversation management	ON	ON	OFF	YES
Group B	Index management only (create, rebuild, delete) and edit metadata mapping	ON	OFF	OFF	YES
Group C	Prompt generation and conversation management only	OFF	ON	OFF	YES
Group D	Manage permissions for other groups only; no access to aiR Assist functionality; System Admin level	OFF	OFF	ON	NO

Use the steps below to set aiR Assist feature permissions per group within a workspace:

1. Navigate to Workspace Details within the Admin tab.
2. Click Manage Workspace Permissions in the Relativity Utilities console.
3. Click the Features tab.
   
4. Set the aiR Assist permissions as needed for the group:
   • Access Management—Toggle this setting ON to allow group members the ability to assign and manage the Index Management and Prompting permissions for other groups in the workspace. If no additional aiR Assist permissions are enabled for the group, aiR Assist will not display to them within RelativityOne.
     Given the advanced nature of this setting and its impact on group permission assignment, it is recommended that System Administrators enable it for select groups only.
   • Index Management—Toggle this setting ON to allow group members to use the Index Manager to create, rebuild, and delete indexes and use metadata mapping in the workspace. If this is the only permission toggled on for the group, users will not be able to ask questions/prompts or start and manage conversations.
   • Prompting—Toggle this setting ON to allow group members to ask questions/prompts about documents in the workspace within created indexes. Users will also be able to use Conversation Manager to create, edit, and delete their conversations.
     If both Index Management and Prompting permissions are disabled, aiR Assist does not appear in the group’s workspace. If at least one of these permissions is enabled, aiR Assist appears.
5. Click Review and Save to review the unsaved changes. For more information, see Setting workspace permissions.
6. Click Save.