Last date modified: 2026-Apr-10

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.

The modernization of Feature Permissions is designed to streamline permissions management and standardize feature behavior to make Relativity workflows more consistent, straightforward and simple for end users. At the foundation, this is achieved by requiring permission modifications to be done via Feature Permissions rather than the legacy granular permissions known as Object Security, Tab Visibility, and Other Settings / Admin Operations.

The movement of Feature Permissions to their modernized state will happen incrementally and with the support of migration tooling so that adjustments can happen gradually with maximum visibility and control. During this transition, features exist in one of two states:

  • Modernized — The Feature Permission is the only way to grant or revoke access. The underlying granular permissions are locked and controlled by the feature toggle.
  • Non-modernized — The feature behaves as it does today. You can still manage granular permissions directly from the Object Security, Tab Visibility, and Other Settings tabs, and those changes propagate to the Features tab.

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.

Currently modernized features

Below you will find the current Feature Permissions that are modernized.

Modernized Feature Permission Level Object Security Tab Visibility Admin Operations / Other
Data Transfer Instance N/A Staging Explorer Access RelativityOne Staging Explorer, Send Email Notification, View Admin Repository
Security Center Instance N/A Security Center N/A

This table is updated as additional features move to the modernized state. Check back regularly or review the release notes for the latest changes.

Considerations

Keep these factors in mind when setting Feature permissions:

  • For modernized features, the Feature Permission becomes its own unique entity and is no longer simply a stateless collection of the granular permissions associated with that feature. Once modernized, the Feature Permission can only be granted or revoked by modifying the value of the Feature Permission directly and will never be changed based on modification of the granular permissions.
  • For non-modernized features, any change modifications should happen in the Feature tab, but are still available for granular permission settings on the Object Security, Tab Visibility, and Other Settings tabs.

Scenarios

The following scenarios apply to non-modernized features. For modernized-feature behavior see Modernized feature permissions behavior below.

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

See details panel for User imaging with Edit Imaging Profile disabled

  • 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.

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.

Imaging shown enabled then disabled once Edit Imaging Profile was 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.

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

Showing User Imaging is disabled but View and Add Document options are still enabled and showing Cost Explorer and options enabled

  • 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.

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:

Features tab showing See Details panel for Imaging

  • 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 Collapse double arrow icon 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 Blue check mark indicating enabled indicates the selected group has permission to use this feature (enabled). A red circle Red circle with slash through it indicating disabled 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.

Modernized feature permissions behavior

As features move to the modernized state, the way you manage permissions for those features changes. The Feature Permission becomes the only way to manage access to that feature, and restrictions are placed on the modification of any legacy granular permissions associated with that feature.

Feature Permissions are accessed via the Features tab on the Permissions UI.

Feature Permissions UI

Legacy granular permission pages, such as Object Security, have a warning banner directing all permission modifications to be done via Feature Permissions.

Feature permissions banner under Object Security tab

Granular permissions behavior

The specific behavior of a legacy granular permission depends on its relation to the Feature Permissions:

Granular relation to features

 Status of features Behavior
Non-modernized: Not associated with any modernized Feature Permission N/A Able to be modified
Fully modernized: Associated with one or more modernized Feature permissions and no other Feature Permissions N/A Unable to be modified

Partially modernized: Associated with one or more modernized Feature Permissions and one or more non-modernized Feature Permissions

 1+ associated modernized Feature Permissions is enabled. Unable to be modified
  All associated modernized Feature Permissions are disabled. Able to be modified.

Granular permissions that are associated with a fully modernized feature permission are in a read-only state and have a tool-tip noting which feature permission(s) to use instead.

Feature permission read-only tool tip

A granular permission that is associated with both modernized and non-modernized feature permissions appears in a read-only state when one or more of those features is enabled. In this state, a message indicates which feature permission(s) require that granular permission.

A granular permission associated with both modernized and non-modernized feature permissions

Shared granular permissions

If a granular permission is shared across multiple Feature Permissions, regardless of whether they are modernized, that granular permission will not always reflect the state of the feature. Specifically, if the feature is disabled yet a different associated Feature Permission is enabled, the granular permission will remain enabled.

All granular permissions associated with a feature are shown in the Feature Permission Details flyout / side panel. Shared granular permissions are denoted on the Feature Permission UI via the blue link icon.

Associated permissions flyout panel

Shared granular permissions will not always reflect the state of the feature. If the feature is disabled yet a different associated Feature Permission is enabled, the granular permissions will remain enabled.

Aligning permissions with modernized features (migration tooling)

Once a Feature Permission is modernized, it is highly encouraged to update the permissions on each of your groups to align with the Feature Permission so that they are prepared for the future state of permissions. To help support changes to reach this alignment, migration tooling exists in the Permissions UI.

Identifying out-of-alignment permissions

If the group you are editing permissions for within the Permissions UI has a permissions configuration that does not align with one or more modernized Feature Permissions, a blue banner appears with a light bulb icon: "Permissions to align". Additionally, a blue light bulb icon appears in line with the modernized Feature Permission that is out of alignment.

permissions that are out of alignment indicated by a blue light bulb icon

A group is out of alignment with a Feature Permission if it is in a partially enabled state, meaning that it has some subset of the granular permissions granted but not all of them, excluding permissions used by multiple features. In order to reach alignment, the group must be granted all of the granular permissions associated with that Feature Permission or none of them (excluding permissions used by multiple features).

Aligning a group's permissions

To align the group's permissions with a modernized Feature Permission:

  1. Click to enable or disable the Feature Permission(s) designated as out of alignment with the blue lightbulb .

  2. Alternatively, click into "See details" for that Feature Permission to see which granular permissions are out of alignment and the changes needed to reach alignment.
    Flyout window to align permissions

  3. Select either the Enable or Disable button at the top of the flyout / side panel in the designated section "Permissions to align". Select Enable to grant the group all the granular permissions associated with that Feature Permission or Disable to remove all granular permissions associated with that Feature Permission.

  4. To complete the change in permissions, click Review and Save and then click Save.

    Once the group has their permissions updated to align with the Feature Permission, the banner at the top as well as the blue lightbulb in line with that feature will go away.

    A group is out of alignment with a modernized Feature Permission if it has some subset of the permissions granted, excluding permissions used by multiple features. This should be addressed by enabling or disabling the feature and thus granting or removing all granular permissions.

Frequently asked questions

No, if the feature is modernized, management can only be done via the feature permission. If the feature has not been modernized granular permissions can be leveraged to manage the permissions.

A modernized Feature Permission is the sole control point for granting or revoking access to that feature. The underlying granular permissions are locked and managed automatically. A non-modernized Feature Permission works as it does today. You can still edit granular permissions directly on the Object Security, Tab Visibility, and Other Settings tabs.

The blue lightbulb icon indicates that a group's current permissions configuration is out of alignment with a modernized Feature Permission. You should enable or disable the feature to bring the group into alignment. See Aligning permissions with modernized features for steps.

Existing groups and their permissions configurations are not impacted at the time of modernization. However, it is highly encouraged to align each group's permissions as soon as possible so that they are prepared for the future state of permissions.

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.
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.
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

You can quickly configure aiR for Review permissions from the Features tab without the need to manage Object Security, Tab Visibility, or Other Settings separately. Turn on the aiR for Review toggle, select a role (Admin, Power User, Basic User, or Reviewer), and Relativity automatically applies all required permissions. This simplifies permission management by enabling or disabling everything needed for the feature at once.

The feature permissions designated for aiR Review Role Templates:

Role

Object Security Tab Visibility Other settings
Administrator

aiR for Review Project - View, Edit, Add, Secure

aiR for Review Prompt Criteria - View, Edit, Add, Secure

aiR Relevance Analysis - View, Edit, Secure aiR Issue Analysis - View, Edit, Secure

aiR Key Analysis - View, Edit, Secure

aiR Summaries Analysis - View, Edit, Secure Document - View, Edit, Secure

aiR for Review Projects

aiR for Review Jobs

Run aiR for Review Job
Power User

aiR for Review Project - View, Edit, Add

aiR for Review Prompt Criteria - View, Edit, Add

aiR Relevance Analysis - View, Edit aiR Issue Analysis - View, Edit

aiR Key Analysis - View, Edit

aiR Summaries Analysis - View, Edit Document - View, Edit

aiR for Review Projects

aiR for Review Jobs

Run aiR for Review Job
Basic User

aiR for Review Project - View, Edit

aiR for Review Prompt Criteria - View, Edit

aiR Relevance Analysis - View

aiR Issue Analysis - View

aiR Key Analysis – View

aiR Summaries Analysis - View

aiR for Review Projects

aiR for Review Jobs

 
Reviewer

aiR Relevance Analysis - View

aiR Issue Analysis - View

aiR Key Analysis – View

aiR Summaries Analysis - View

   

Purpose: Automates multi-step processes in a workspace. For example, running searches, imaging sets, or productions in sequence without manual intervention. With this feature enabled, a group can create and manage Automated Workflow objects (the definitions of the workflows) and access the Automated Workflows tab.

Permissions:The feature grants full rights to the Automated Workflows object (Add, Edit, Delete, etc., including “Copy to Workspaces” and “Sync to Workspaces”) so users (typically admins or power users) can design workflows. It also ensures the group has any needed rights for actions the workflows might perform. For example, rights to run imaging sets, OCR sets, dtSearch indexes, search term reports, and structured analytics sets if those are part of a workflow. The feature toggle also exposes the Automated Workflows tab in the workspace UI and enables special mass operations (like “Set Long Text Field Size”) that certain automated actions require.

Considerations: Only administrative users should typically have this feature, since designing workflows requires broad access to many objects. When the feature is enabled, the system adds a dedicated backend “Workflow Agent” user to run workflow actions. The designing user must have all necessary rights, but the actions execute under that agent account.

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

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  

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    

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)    

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    

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    

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    

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    

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    

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    

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    

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    

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

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    

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  

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

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  

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

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

You can quickly configure aiR for Review permissions from the Features tab without the need to manage Object Security, Tab Visibility, or Other Settings separately. Turn on the aiR for Review toggle, select a role (Admin, Power User, Basic User, or Reviewer), and Relativity automatically applies all required permissions. This simplifies permission management by enabling or disabling everything needed for the feature at once.

The feature permissions designated for aiR Review Role Templates:

Object Security Tab Visibility Other Settings: Admin Operations
N/A aiR for Review Jobs View Admin Repository

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

Object Security Tab Visibility Other Settings: Admin Operations
N/A ARM N/A
  ARM Jobs  
  Configuration  

The feature permissions designated for Audit are:

Object Security Tab Visibility Other Settings: Admin Operations
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    

The feature permissions designated for Authentication are:

Object Security Tab Visibility Other Settings: Admin Operations
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    

The feature permissions designated for Case Metrics are:

Object Security Tab Visibility Other Settings: Admin Operations
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    

The feature permissions designated for Cost Explorer are:

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

The feature permissions designated for Data transfer are:

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

The feature permissions designated for Job queues are:

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

The feature permissions designated for Migrate are:

Object Security Tab Visibility Other Settings: Admin Operations
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    

The feature permissions designated for Security center are:

Object Security Tab Visibility Other Settings: Admin Operations
N/A Security Alerts N/A
  Security Center  
  Security Configurations  

The feature permissions designated for User and groups management are:

Object Security Tab Visibility Other Settings: Admin Operations
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    

The feature permissions designated for Workspace management are:

Object Security Tab Visibility Other Settings: Admin Operations
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  
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