Feature permissions

You can set permissions based on features in the system using the Features tab. Rather than managing specific permissions by navigating through the three tabs (Object Security, Tab Visibility, Other Settings) individually, permissions can be set based on features in the system using the Features tab. Examples of features include Preservation, Production, Imaging, and Configure Doc Review.

Each feature listed consists of a collection of the required permissions for that feature from the other three tabs. Once you enable a feature, its associated permissions are automatically enabled.

Adjusting the settings for individual permissions requires accessing their respective source tabs (Object Security, Tab Visibility, Other Settings). Editing them from the Features tab is not possible.

Setting permissions at the feature level is intuitive and simplifies the management of permissions within Relativity. With one click, the necessary permissions can be enabled or disabled for a particular feature.

Considerations

Keep these factors in mind when setting Feature permissions:

• Granular permission settings on the Object Security, Tab Visibility, and Other Settings tabs are the primary source and propagate to features listed on the Features tab. Changes to these permissions from those tabs will also update in the corresponding features.

Scenario:

If you remove the Edit capability from Imaging Profile on the Object Security tab, it will be disabled within its corresponding User Imaging feature on the Features tab

• Changing a specific permission under the Object Security, Tab Visibility, and Other Settings tab associated with an enabled feature will result in the feature being disabled.

Scenario:

If the Imaging feature is enabled on the Features tab and you disable Edit for Imaging Profile on the Object Security tab, the Imaging feature on the Features tab is automatically disabled. Additionally, any other feature that included the Edit capability for Imaging Profile is also disabled.

Therefore, if all granular permissions are enabled for a feature, the feature's toggle is enabled. If any of the granular permissions is disabled for a feature, the feature's toggle is automatically disabled.

• Disabling a feature on the Features tab disables its associated granular permissions for that feature. However, if a granular feature is part of another enabled feature, then it will remain enabled (blue check mark) on the disabled feature’s See Details panel.

Scenario:

The User Imaging and User Processing features are enabled, and they share the granular permission of View and Add Document. If you disable the User Imaging feature, the View and Add Document settings remain enabled (blue check mark) on the See Details panel of User Imaging because they are included in the enabled User Processing feature

• Disabling a feature revokes access to all granular permissions associated with the feature that are not currently granted as part of a different enabled feature. Therefore, enabling and then disabling a feature will not necessarily return the group to the state it was previously in. Be sure to examine the Review Permissions Changes dialog to confirm all permissions changes are as expected.

Scenario:

A group has access to two permissions. If you enable a feature for that group which includes those two permissions as well as two additional permissions, the group will then have access to all four permissions. Subsequently, if you disable the feature for the group, all four permissions will be disabled for the group (assuming none of the permissions are part of another enabled feature). The group will not revert to having access to the original two permissions.

Using the Features tab

The Features tab displays a list of features currently available for the selected group in the workspace. Click the toggle key next to one or more features to enable or disable them. You can also do the following from here:

• Use the Search bar to locate a particular permission in the list.
• If available, click the list next to a specific feature to adjust the user role to configure for that feature. For example, Administrator, Reviewer, or User role.
• Click See Details to view the list of granular permissions associated with this feature and their settings. They are propagated from the Object Security, Tab Visibility, and Other Settings tabs. To collapse the details panel, click the double arrow button. The panel includes:
  • User role for the feature is reflected in the panel heading. For example, the heading of “User Import Unstructured Data” indicates the permissions listed are for the User role.
  • Ability to enable or disable the feature’s toggle key from here in addition to doing so from the main Features dialog.
  • Current state of each granular permission for the feature. A blue check mark indicates the selected group has permission to use this feature (enabled). A red circle with a slash indicates the selected group does not have permission to use it (disabled). The state permissions may change based on the toggle key setting.

Frequently asked questions

Will I be able to continue to use granular permissions for certain use cases?

Yes, you will be able to continue to use granular permissions. While Feature Permissions is designed to eliminate the need to manage permissions at the granular level via the Object Security, Tab Visibility, and Other Settings tabs, we understand that there may be unique situations which require the use of the more granular method. Therefore, that functionality will remain in RelativityOne for the time being.

Why is the user not seeing a tab that should be available as part of the enabled feature?

First, ensure the user has Tab Visibility by looking for a blue check mark next to the tab name in the See Details pane of the feature. If confirmed and still not visible:

1. Check item-level Security: if the tab is secured against the selected group, it will not be available in the application.
2. Check the tab configuration: if the tab’s parent is not visible, it will not appear in the side panel or hamburger menu, but it will still be accessible via Quick Nav.

Why are certain features not available in my workspace?

Feature availability is determined by your workspace configuration. Features will only show when the relevant applications are installed in the workspace. If any necessary components are missing, the feature will not be available.

I had enabled a Feature for a specific group earlier, but now it appears as disabled for that same group. What could have caused this?

Although this situation should be rare, it can occasionally arise. This typically occurs when the feature definition is changed to include a permission that the group does not have, often because a new permission has been introduced to the system. To resolve this issue, re-enable the feature for the affected group.

Workspace-level permissions

Set administrator or user permissions at the feature level. The tables below show the specific permission settings included in each feature at the workspace-level.

For more details on setting feature permissions, refer to Setting workspace permissions.

N/A stands for Not Applicable

Automated workflows

The feature permissions designated for Automated workflows are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
Administrator	Automated workflows - Add, Edit, Delete, View, Secure, Copy to Workspaces, Sync to Workspaces	Admin	N/A

Case metrics

The feature permissions designated for Case metrics are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Reviewer Metrics - View, Add, Edit, Delete, Secure	Case Metrics	View All Audits
		Reports
		Reviewer Metrics

Collect

The feature permissions designated for Collect are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Collection - Add, Edit, View	Advanced	N/A
	Collection Detail Custodian - Add, Edit, Delete, View	Collect
	Collection Detail Custodian Target - Add, Edit, Delete, View	Collections
	Collection Detail Custodian Target Result – Add, Edit, Delete, View	Custodial Target Status
	Collection Detail Noncustodial Source – Add, Edit, Delete, View	Custodian Targets
	Collection Detail Noncustodial Source – Add, Edit, Delete, View Entities	Entities
	Collection Detail Request – Add, Edit, Delete, View	Matters
	Collection Detail Source Instance – Add, Edit, Delete, View	Monitor
	Collection Detail Source Type – Add, Edit, Delete, View	Non-Custodial Target Status
	Collection Detail Summary – Add, Edit, Delete, View	Status Summary
	Collection Matter – Add, Edit, View
	Collection Run – Add, Edit, View
	Collection Source Instance - View
	Collection Source Instance Parameter - View
	Collection Source Target Parameter Instance - View
	Collection Source Target Parameter Type - View
	Collection Source Type - View
	Collection Source Type Parameter Type - View
	CollectionSourceTypeCriteria - View
	Collection Source Type Criteria Validator - View
	Collection Source Type OAuth Definition - View
	Custodian Target – Add, Edit, Delete, View
	Custodian Target Generation Error – Add, Edit, Delete, View
	Entity - View
	Relativity Time Zone – Add, Edit, View
	Processing Data Source – Add, Edit, View
	Processing Error – Add, Edit, View
	Processing Profile – Add, Edit, View
	Processing Set – Add, Edit, View
	Folder – Add, Edit, View
Administrator	CollectionSourceTypeCriteria – Edit, Delete, Secure, Add, View	Advanced	N/A
	Custodian Target – Edit, Delete, Secure, Add, View	Collect
	Noncustodial Target Generation Error – Edit, Delete, Secure, Add, View	Collection Admin
	Collection Source Instance Parameter – Edit, Delete, Secure, Add, View	Collections
	Collection Source Type Criteria Validator – Edit, Delete, Secure, Add, View	Custodial Target Status
	Collection Detail Request – Edit, Delete, Secure, Add, View	Custodian Targets
	Entity – Edit, Delete, Secure, Add, View	Entities
	Collection Source Type Parameter Type – Edit, Delete, Secure, Add, View	Matters
	Collection Source Type – Edit, Delete, Secure, Add, View	Monitor
	Collection – Edit, Delete, Secure, Add, View	Non-Custodial Target Status
	Collection Run – Edit, Delete, Secure, Add, View	Status Summary
	Processing Error – Edit, Delete, Secure, Add, View
	Collection Detail Custodian – Edit, Delete, Secure, Add, View
	Processing Data Source – Edit, Delete, Secure, Add, View
	Relativity Time Zone – Edit, Delete, Secure, Add, View
	Collection Detail Custodian Target Result – Edit, Delete, Secure, Add, View
	Collection Source Type OAuth Definition – Edit, Delete, Secure, Add, View
	Processing Profile – Edit, Delete, Secure, Add, View
	Collection Source Target Parameter Type – Edit, Delete, Secure, Add, View
	Noncustodial Data Source Instance – Edit, Delete, Secure, Add, View
	Collection Detail Custodian Target – Edit, Delete, Secure, Add, View
	Collection Detail Source Type – Edit, Delete, Secure, Add, View
	Collection Detail Source Instance – Edit, Delete, Secure, Add, View
	Processing Set – Edit, Delete, Secure, Add, View
	Collection Source Instance – Edit, Delete, Secure, Add, View
	Custodian Target Generation Error – Edit, Delete, Secure, Add, View
	Collection Detail Summary – Edit, Delete, Secure, Add, View
	Collection Source Target Parameter Instance – Edit, Delete, Secure, Add, View
	Collection Matter – Edit, Delete, Secure, Add, View
	Collection Detail Noncustodial Target – Edit, Delete, Secure, Add, View
	Folder – Edit, Delete, Secure, Add, View
	Collection Detail Noncustodial Source – Edit, Delete, Secure, Add, View

Conceptual analytics

The feature permissions designated for Conceptual analytics are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Analytics Categorization Result – Add, Edit, View	Analytics Categorization Set	Clusters – browser
	Analytics Categorization Set – Add, Edit, View	Analytics Core	Cluster – mass
	Analytics Categorization Set Build History – Add, Edit, View	Analytics Indexes	Field Tree - browser
	Analytics Category – Add, Edit, View	Choices
	Analytics Example – Add, Edit, View	Documents
	Analytics Index – Add, Edit, View	Fields
	Analytics Index Type - View	Repeated Content Filters
	Choice – Add, Edit, View	Trained Models
	Cluster Set – Add, Edit, View
	Document – View, Local Access (Download, Copy Text)
	Field – Add, Edit, View
	Repeated Content Filter – Add, Edit, View
	Search – Add, Edit, View
Administrator	Analytics Categorization Result – Add, Edit, View, Delete, Secure	Analytics Categorization Set	Advanced & Saved Searches – browser
	Analytics Categorization Set – Add, Edit, View, Delete, Secure	Analytics Core	Clusters – browser
	Analytics Categorization Set Build History – Add, Edit, View, Delete, Secure	Analytics Indexes	Cluster – mass
	Analytics Category – Add, Edit, View, Delete, Secure	Choices	Field Tree - browser
	Analytics Example – Add, Edit, View, Delete, Secure	Documents
	Analytics Index – Add, Edit, View, Delete, Secure	Fields
	Search – Add, Edit, View, Delete, Secure	Repeated Content Filters
	Analytics Index Type – View, Delete, Edit, Secure	Trained Models
	Analytics Profile – Add, Edit, View, Delete, Secure
	Cluster Set – Add, Edit, View, Delete, Secure
	Repeated Content Filter – Add, Edit, View, Delete, Secure
	Choice – Add, Edit, View, Delete, Secure
	Field – Add, Edit, View, Delete, Secure
	Document – View, Delete, Edit, Secure, Local Access (Download, Copy Text)

Export structured data

The feature permissions designated for Export structured data are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Document – Add, Edit, View	Documents	Allow Export
	Folder – Add, Edit, View	Import/Export Job
	Import/Export Extraction Job – Add, Edit, View
	Import/Export Job – Add, Edit, View
	Production - View
	Relativity Export Service Job – Add, Edit, View
	Relativity Time Zone - View
Administrator	Document – Add, Edit, View, Secure, Delete	Documents	Allow Export
	Folder – Add, Edit, View, Secure, Delete	Import/Export Job
	Import/Export Extraction Job – Add, Edit, View, Secure, Delete
	Import/Export Job – Add, Edit, View, Secure, Delete
	Relativity Time Zone – View, Secure, Edit, Delete
	Production – View, Secure, Edit, Delete
	Relativity Export Service Job – Add, View, Edit, Secure, Delete

Imaging

The feature permissions designated for Imaging are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Document – Add, View	Documents	Image - mass
	Imaging Profile – Add, View, Edit	Imaging Profiles
	Imaging Set – Add, View, Edit	Imaging Sets
	Native Type - View
Administrator	Document – Add, View, Edit, Secure, Delete	Documents	N/A
	Imaging Profile – Add, View, Edit, Delete, Secure	Imaging Profiles
	Imaging Set – Add, View, Edit, Delete, Secure	Imaging Sets
	Native Type – View, Secure, Edit, Delete

Import structured data

The feature permissions designated for Import structured data are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Document – Add, View, Edit	Documents	Allow Import
	Folder – Add, View, Edit	Import/Export Job
	Import/Export Extraction Job – Add, View, Edit
	Import/Export Job – Add, View, Edit
	Relativity Time Zone - View
	Production - View
	Relativity Import Data Source – Add, View, Edit
	Relativity Import Job – Add, View, Edit
Administrator	Document – Add, View, Edit, Secure, Delete	Documents	Allow Import
	Folder – Add, View, Edit, Secure, Delete	Import/Export Job	Allow Staging Import
	Import/Export Extraction Job – Add, View, Edit, Secure, Delete
	Import/Export Job – Add, View, Edit, Secure, Delete
	Relativity Time Zone – View, Secure, Edit, Delete
	Production – View, Secure, Edit, Delete
	Relativity Import Data Source – Add, View, Edit, Secure, Delete
	Relativity Import Job – Add, View, Edit, Secure, Delete

Import unstructured data

The feature permissions designated for Import unstructured data are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Document – Add, View, Edit	Documents	Allow Import
	Entity – Add, View, Edit	Import/Export Jobs
	Folder – Add, View, Edit
	Import/Export Extraction Job – Add, View, Edit
	Import/Export Job – Add, View, Edit
	OCR Language - View
	Processing Data Source – Add, View, Edit
	Processing Error – Add, View, Edit
	Processing Set – Add, View, Edit
	Quick-Create Set(s) – Add, View, Edit
	Relativity Time Zone - View
Administrator	Document – Add, View, Edit, Secure, Delete	Documents	Allow Import
	Entity – Add, View, Edit, Secure, Delete	Import/Export Job	Allow Staging Import
	Folder – Add, View, Edit, Secure, Delete
	Import/Export Extraction Job – Add, View, Edit, Secure, Delete
	Import/Export Job – Add, View, Edit, Secure, Delete
	OCR Language – View, Secure, Edit, Delete
	Processing Data Source – Add, View, Edit, Secure, Delete
	Processing Error – Add, View, Edit, Secure, Delete
	Processing Set – Add, View, Edit, Secure, Delete
	Quick-Create Set(s) – Add, View, Edit, Secure, Delete
	Relativity Time Zone – View, Secure, Edit, Delete

Legal hold

The feature permissions designated for Legal hold are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
Administrator	Custodian Role – Add, View, Edit, Delete	Legal Hold	Manage Object Types
	Custodian Status – Add, View, Edit, Delete	Projects	Use Pivot/Chart
	Entity – Add, View	Communications	View All Audits
	Field – Add, View, Add Field Choice By Link	Reports
	JobSchedule – Add, View, Edit, Delete	Question Responses
	Legal Hold Application Permissions: View Assign Custodian(s) Release Custodian(s) Remove Custodian(s) Open Project / Close Project Preservation Hold Send Communication(s) Send Communication Preview Send Communication Reminder Send Escalation View Portal As Custodian Act On Behalf of Custodian Respond To Message Send Global Reminder Now Send Test Global Reminder Test Outgoing Email Settings Send Project Reminder Now Send Test Project Reminder Approve Communications	Mailbox
	Legal Hold Selector Communications – Add, View, Edit, Delete	Project Reminder
	Legal Hold Selectors – View	Custodian Status Dashboard
	Preservation Case – Add, View, Edit	Tasks
	Preservation Case Source – Add, View, Edit, Delete	Legal Hold Libraries
	Preservation Custodian Status – Add, View, Edit, Delete	Questionnaires
	Preservation Custodian Target – Add, View, Edit, Delete	Questions
	Preservation Hold Settings – Add, View, Edit, Delete	Attachments
	Preservation Source – Add, View, Edit, Delete	Scheduled Reports
	Preservation Target Discovery Status – Add, View, Edit, Delete	Legal Hold Admin
	Preservation Target Filter – Add, View, Edit, Delete	Legal Hold Settings
	Preserve Product – Add, View, Edit, Delete	Global Reminder
	Preserve Product Source – Add, View, Edit, Delete	Preservation Hold Settings
	Project – Add, View, Edit, Delete	Role
	Project Health – Add, View, Edit, Delete	Custodian Portal Authentication Provider
	Project Questionnaires – Add, View, Edit, Delete	Item Selectors
	Project Questionnaires Report Sub View - View	Entities
	Roles – Add, View, Edit, Delete
	Scheduled Report – Add, View

OCR

The feature permissions designated for OCR are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	OCR Set – Add, View	OCR Sets	Advanced & Saved Searches
	OCR Profile - View	OCR Profiles
	Production - View
	Search - View
Administrator	OCR Set – Add, View, Secure, Edit, Delete	OCR Sets	Advanced & Saved Searches
	OCR Profile – View, Add, Edit, Secure, Delete	OCR Profiles
	Production – View, Secure, Edit, Delete
	Search – View, Secure, Edit, Delete

Preservation

The feature permissions designated for Preservation are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Preservation – View, Edit, Delete	Data Preservation
	Preservation Data Service - View
	Preservation Data Source - View	Preservation Hold Entity Status
	Preservation Error – View, Edit, Delete	Preservation Hold Job
	Preservation Hold Entity Status – View, Edit, Delete	Preservation Error
	Preservation Hold – View, Edit, Delete	Preservation
	Preservation Hold Job – View, Edit, Delete	Preservation Hold
Administrator	Custodian Role – View, Secure, Edit, Delete		N/A
	Custodian Status – View, Secure, Edit, Delete
	Entity – View, Secure, Edit, Delete
	Field – View, Secure, Edit, Delete
	JobSchedule – View, Secure, Edit, Delete
	Legal Hold Application Permissions – View, Secure, Edit, Delete
	Legal Hold Selector Configurations – View, Secure, Edit, Delete
	Legal Hold Selectors – View, Secure, Edit, Delete
	Preserve Product – View, Secure, Edit, Delete
	Preserve Product Source – View, Secure, Edit, Delete
	Preservation – View, Edit, Delete, Secure	Data Preservation
	Preservation Case – View, Secure, Edit, Delete
	Preservation Case Source – View, Secure, Edit, Delete
	Preservation Custodian Status – View, Secure, Edit, Delete
	Preservation Custodian Target – View, Secure, Edit, Delete
	Preservation Data Service – View, Edit, Delete, Secure	Preservation Error
	Preservation Data Source – View, Edit, Delete, Secure	Preservation Hold Job
	Preservation Error – View, Edit, Delete, Secure	Preservation Data Source
	Preservation Hold – View, Edit, Delete, Secure	Preservation
	Preservation Hold Entity Status – View, Edit, Delete, Secure	Preservation Data Service
	Preservation Hold Job – View, Edit, Delete, Secure	Preservation Hold
	Preservation Hold Settings – View, Secure, Edit, Delete
	Preservation Source – View, Secure, Edit, Delete
	Preservation Target Discovery Status – View, Secure, Edit, Delete
	Preservation Target Filter – View, Secure, Edit, Delete
	Project – View, Secure, Edit, Delete
	Project Health – View, Secure, Edit, Delete
	Project Questionnaires – View, Secure, Edit, Delete
	Project Questionnaires Report Sub View – View, Secure, Edit, Delete	Preservation Hold Entity Status
	Roles – View, Secure, Edit, Delete
	Scheduled Report – View, Secure, Edit, Delete

Processing

The feature permissions designated for Processing are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Discovered File – Edit, View
	Document – Add, Edit, View	Processing Data Sources
	Entity – Add, Edit, View	Password Bank / Processing
	Folder – Add, Edit, View	Processing Filter
	Inventory Filter – Add, Edit, Delete, View
	Job Error – View, Edit	Inventory
	OCR Language - View	Files
	Processing Data Source – Add, View, Edit	Entities	Export to File
	Processing Filter – Add, Edit, View	Quick-Create Set(s)
	Processing Set – Add, Edit, View	Processing Sets
	Workspace Processing Settings - View	View Job Errors
Administrator	Discovered File – Edit, View, Delete, Secure
	Document – Add, Edit, View, Delete, Secure	Processing Profile
	Entity – Add, Edit, View, Delete, Secure	Job Errors
	Folder – Add, Edit, View, Delete, Secure	Password Bank / Processing
	Inventory Filter – Add, Edit, View, Delete, Secure	Inventory
	Job Error – Edit, View, Delete, Secure	Processing Filter
	OCR Language – View, Delete, Edit, Secure	Processing Data Sources
	Processing Data Source – Add, Edit, View, Delete, Secure	Entities Export to File	Export to File
	Processing Error – Edit, View, Delete, Secure, Download and Upload files with processing errors	Quick-Create Set(s)
	Processing Filter – Add, Edit, Secure, View, Delete	Processing Sets
	Processing Profile – Add, Edit, View, Delete	Secure Reports
	Processing Set – Add, Edit, View, Delete	Secure Files
	Workspace Processing Settings – Delete, Edit, View, Secure

Production

The feature permissions designated for Production are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Production – Add, View, Edit	Production Sets	Copy
	Production Data Source – Add, View, Edit, Delete	Production Placeholder	Re-produce
	Production Information – Add, View, Edit	Production
	Production Placeholder – Add, View, Edit	Case Admin
Administrator	Production – Add, View, Edit, Secure, Delete	Production Sets	View All Audits
	Production Data Source – Add, View, Edit, Delete, Secure	Production Placeholder	Override Production Restrictions
	Production Information – Add, View, Edit, Secure, Delete	Production	Copy
	Production Placeholder – Add, View, Edit, Secure, Delete	Case Admin	Re-produce

RIP sync

The feature permissions designated for RIP Sync are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Document – Add, Edit, Delete, View	Integration Points	Allow Import
	Folder – Add, Edit, View	Job History	Allow Export
	Integration Point – Add, View	Job History Errors
	Integration Point Profile – Add, View	Destination Workspaces
	Integration Point Type – Add, View	Integration Point Profile
	Job History – Add, Edit, View
	Job History Error – Add, Edit, View
	Search – Add, View
Administrator	Document – Add, Edit, Delete, View, Secure	Documents	Allow Import
	Folder – Add, Edit, View, Delete, Secure	Integration Points	Allow Export
	Integration Point – Delete, Edit, View, Secure	Job History
	Integration Point Profile – Delete, Edit, View, Secure
	Integration Point Type – Delete, Edit, View, Secure	Destination Workspaces
	Job History – Delete, Edit, View, Secure	Job History Errors
	Search – Delete, Edit, View, Secure

Redact

The feature permissions designated for Redact are:

Role (Admin or User)	Object Security	Tab Visibility	Other settings
User	Document – View, Redact Document, Highlight Document, Local Access (Download, Copy Text)	N/A	N/A
	Markup Set – Add, View
	Redact – Add, Edit, Delete, View, Place/Edit Manual Redaction, Place/Edit Manual Highlight, Clear Markups, Unhide Excel Content, View Quality Control Panel, Accept/Reject Quality Control Entries, Native PDF Redactions, Native Excel Redactions, Image Restrictions
	Redact Externally Redacted Native – Add, Edit, View
	Redact Original Native – Add, Edit, View
	Redact Produced Document – Add, Edit, View
Administrator	Document – View, Delete, Edit, Secure, Redact Document, Highlight Document, Local Access (Download, Copy Text)	Redact Projects	Convert Spreadsheet Markups
	Markup Set – Add, View, Delete, Edit, Secure	Redact Original Native
	Redact – Add, Edit, Delete, View, Secure, Place/Edit Manual Redaction, Place/Edit Manual Highlight, Clear Markups, Unhide Excel Content, View Quality Control Panel, Accept/Reject Quality Control Entries, Input Custom Redaction Text, Native PDF Redactions, Native Excel Redactions, Image Redactions	Redact External Markups	Revert Native Redactions
	Redact Externally Redacted Native – Add, Edit, View, Delete, Secure	Redact Settings
	Redact Original Native – Add, Edit, View, Delete, Secure	Redact Redacted File
	Redact Produced Document – Add, Edit, View, Delete, Secure	Redact Audits	Prepare Excel for Redact
		Redact Externally Redacted Native
		Redact

Review center

The feature permissions designated for Review center are:

Role	Object Security	Tab Visibility	Other settings
Reviewer	Review Center Queue - View	Review Queues	N/A
	Review Center Coding - View
Power User	Review Center Queue - View	Review Center	N/A
	Document – View, Edit	Review Queues
	Review Center Coding - View	Documents
Administrator	Document – View, Edit, Secure	Review Queues
	Review Center Coding – View, Secure	Documents
	Review Center Queue – View, Edit, Add, Delete, Secure	Review Library	Delete
	Review Queue Refresh Trigger – Add, View, Edit, Secure	Saved Models
	Workspace – Secure, View	Review Center	Field Tree

Sentiment analysis

The feature permissions designated for Sentiment analysis are:

Role	Object Security	Tab Visibility	Other settings
Administrator	Sentiment Analysis Job – Add, Edit, View, Delete, Secure	Sentiment Analysis Jobs	Detect Sentiment
	Sentiment Result – Add, Edit, View, Delete, Secure	Sentiment Results
		Documents

Structured analytics

The feature permissions designated for Structured analytics are:

Role	Object Security	Tab Visibility	Other settings
User	Alias - View	Structured Analytics Results
	Alias Domain - View	Documents
	Analytics Profile - Add, Edit, View	Aliases
	Entity - View	Repeated Content Filters
	Repeated Content Filter – Add, Edit, View	Analytics Profiles
	Structured Analytics Errors - View	Alias Domains
	Structured Analytics Results – Add, Edit, View	Structured Analytics Set	Communication Analysis Widget
	Structured Analytics Set – Add, Edit, View	Entities	Email Thread Visualization
Administrator	Alias – Add, Edit, View, Delete, Secure	Structured Analytics Results
	Alias Domain – Add, Edit, View, Delete, Secure	Documents
	Field – View, Edit	Alias Domains
	Analytics Profile – Add, Edit, View, Delete, Secure	Aliases	Email Thread Visualization
	Repeated Content Filter – Add, Edit, View, Delete, Secure	Analytics Profiles
	Structured Analytics Errors - View	Entities	Communication Analysis Widget
	Structured Analytics Results – Add, Edit, View, Delete, Secure	Indexing & Analytics	Assign to Entity
	Structured Analytics Set – Add, Edit, View, Delete, Secure	Structured Analytics Set	Merge

Translate

The feature permissions designated for Translate are:

Role	Object Security	Tab Visibility	Other settings
User	Document – View, Translate Document	Translate Jobs	N/A
	Translated Documents – Add, Edit, View, Delete	Translated Documents
Administrator	Document – View, Secure, Edit, Delete, Translate Document	Translate Jobs	Translate Document(s)
	Translated Documents – Add, View, Edit, Delete, Secure	Translated Documents

Instance-level permissions

Set administrator permissions at the feature level. The tables below show the specific permission settings included in each feature at the Instance-level.

For more details on setting feature permissions, refer to Setting instance permissions.

N/A stands for Not Applicable

Archive and Restore (ARM)

The feature permissions designated for Archive and Restore (ARM) are:

Object Security	Tab Visibility	Other settings
N/A	ARM	N/A
	ARM Jobs
	Configuration

Audit

The feature permissions designated for Audit are:

Object Security	Tab Visibility	Other settings
Audit Dashboard - View, Edit, Add, Delete, Secure	Audit	View Audits
Audit Workspace Setting – View, Edit, Add, Delete, Secure	Audit Migration Reports	View Admin Repository
Data Grid Audit – View, Edit, Add, Delete, Secure	Audit Workspace Settings
Data Grid Audit Field Mapping – View, Edit, Add, Delete, Secure	Data Grid Audit Field Mapping
Relativity Script - View	Applications & Scripts
Workspace - View

Authentication

The feature permissions designated for Authentication are:

Object Security	Tab Visibility	Other settings
Authentication Provider – View, Edit, Add, Delete, Secure	Authentication	View Admin Repository
Authentication Provider Type – View, Edit, Add, Delete, Secure	Authentication Provider
Federated Instance – View, Edit, Add, Delete, Secure	Authentication Provider Type
Group Claim Mapping – View, Edit, Add, Delete, Secure	Federated Instance
JIT Settings – View, Edit, Add, Delete, Secure	OAuth2 Client
Login Method – View, Edit, Add, Delete, Secure
OAuth2 Client – View, Edit, Add, Delete, Secure
Required Claim – View, Edit, Add, Delete, Secure

Case Metrics

The feature permissions designated for Case Metrics are:

Object Security	Tab Visibility	Other settings
Schedule – View, Edit, Add, Delete, Secure	N/A	N/A
ScheduleReport – View, Edit, Add, Delete, Secure
ScheduleReportField – View, Edit, Add, Delete, Secure
ScheduleReportFilter – View, Edit, Add, Delete, Secure

Cost Explorer

The feature permissions designated for Cost Explorer are:

Object Security	Tab Visibility	Other settings
N/A	Cost Explorer	View Admin Repository
	Mgmt. Console	View Cost Explorer

Data transfer

The feature permissions designated for Data transfer are:

Object Security	Tab Visibility	Other settings
N/A	Staging Explorer	Access RelativityOne Staging Explorer
	Staging Reports	Send Email Notification
	Mgmt. Console	View Staging Report
	Data Transfer

Job queues

The feature permissions designated for Job queues are:

Object Security	Tab Visibility	Other settings
N/A	Branding Queue	Change Queue Priority
	Branding Queue Legacy
	DtSearch Queue Admin
	Import/Export Queue
	OCR Queue
	PDF Queue
	Production Queue
	Production Queue Legacy
	Queue Management
	Translate Jobs
	Worker Manager Queue
	Workspace Upgrade Queue
	Processing and Imaging Queue
	Processing History

Migrate

The feature permissions designated for Migrate are:

Object Security	Tab Visibility	Other settings
Migrate Migration – View, Edit, Add, Delete, Secure	Migrate	Access Migrate
Migrate Restore Job – View, Edit, Add, Delete, Secure		View Admin Repository
Migrate Source Instance – View, Edit, Add, Delete, Secure

Security center

The feature permissions designated for Security center are:

Object Security	Tab Visibility	Other settings
N/A	Security Alerts	N/A
	Security Center
	Security Configurations

User and groups management

The feature permissions designated for User and groups management are:

Object Security	Tab Visibility	Other settings
Group - View, Edit, Add, Delete, Secure	Groups	Force Logout on User Status
User – View, Edit, Add, Delete, Secure	Users and Group Management	Send Message
Client – View	User Status	View Admin Repository
Authentication Provider – View	Users
Login Method – View, Edit, Add, Delete

Workspace management

The feature permissions designated for Workspace management are:

Object Security	Tab Visibility	Other settings
Client – View, Edit, Add, Delete, Secure	Clients	View Admin Repository
Matter – View, Edit, Add, Delete, Secure	Matters	Manage Cold Storage
Workspace – View, Edit, Add, Delete	Workspaces
	User and Group Management