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.

ARM is not supported for aiR Assist. aiR Assist permissions, indexes, conversations, and metadata mapping cannot be archived, restored, or moved using ARM.

Considerations

By default, users in the System Administrators group are granted access to all aiR Assist permissions across all workspaces. These permissions cannot be modified.
If Access Management is the only permission selected for a group, aiR Assist will not appear in the workspace. At least one of the other permissions must be enabled for aiR Assist to appear.
Since document security may differ between users, aiR Assist responses to prompts are based on the documents in the index (data source) that the requesting user is permitted to access. See Understanding aiR Assist responses for more details.

Typical permissions scenarios

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

Group	Role	Index Management	Prompting	Export Conversations	Access Management	Can see aiR Assist
Group A	Full aiR Assist usage: Index management Edit metadata mapping Prompt generation and export Conversation management	Yes	Yes	Yes*	No	Yes
Group B	Index management (create, rebuild, delete) Edit metadata mapping	Yes	No	No	No	Yes
Group C	Prompt generation and export Conversation management	No	Yes	Yes*	No	Yes
Group D	Onlyb manage permissions for other groups No access to aiR Assist functionality System Admin level	No	No	No	Yes	No

* - Users can only export the conversations they created using Prompting.

Setting permissions

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

aiR Assist will not appear in the group’s workspace if Access Management is the only permission selected for the group. At least one of the other permissions must be enabled for aiR Assist to appear.

Navigate to Workspace Details within the Admin tab.
Click Manage Workspace Permissions in the Relativity Utilities console.
Click the Features tab.
Choose the desired group from the Selected Group list.
Set the aiR Assist permissions as needed for the group:
- Access Management—select to allow group members the ability to assign and manage the Index Management and Prompting permissions for other groups in the workspace. If this is the only aiR Assist permission enabled for the group, aiR Assist does not appear for them.
  Because this advanced setting affects group permission assignments, System Administrators should enable it only for select groups.
- Index Management—select to allow group members to use Index Manager to create, rebuild, and delete indexes and map metadata in the workspace. If this is the only permission enabled for the group, users cannot submit prompts, and they cannot start and manage conversations. For more information on Index Manager, see Index Management.
- Prompting—select to allow group members to submit prompts about documents in the workspace using created indexes and optionally use metadata for results. They can also manage their conversations through the Conversation Manager. For more information on prompting and conversation management, see Prompting and Using Conversation Manager.
- Conversation Export—select to allow group members to export their own conversation content to a Word (.docx) file. See Exporting a conversation for more information.
Click Review and Save to review the unsaved changes. For more information, see Setting workspace permissions.
Click Save.