Last date modified: 2025-Oct-21

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.
  • 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.
  • 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.
  • 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.

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.

Frequently asked questions

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

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

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