Setting instance permissions

Permissions can be set based on the features using the Features tab or by using the granular settings on the Object Security tab, Tab Visibility tab, or Admin Operations tab.

Edit instance permission settings from the Instance Details tab. Access Admin security with the following steps:

1. Click the Relativity logo in the upper left corner or navigate to Home with the user drop-down menu.
2. Navigate to Instance Details.
3. Click Manage Permissions.
4. Click Edit Permissions next to the group whose permissions you want to manage.
5. Modify the settings on the tabs as needed. Refer to the Features tab, Object Security tab, Tab Visibility tab, or Admin Operations tab sections for specific information of each tab.
6. Click Revert All to undo all unsaved changes. Each feature returns to its last saved selections.
7. Click Review and Save after modifying settings.
8. Review the unsaved changes displayed on the Review Permissions Changes modal.
   
   • Features changes—lists the features that were changed and how they were changed. Changes at the granular level may affect the status of the feature setting, so review this information carefully.
   • Granular permissions changes—lists the changes made at the granular permissions level, including those resulting from feature changes or direct edits at the granular permission level.
9. Click Save to finalize the changes.

From here you can edit the admin permissions of groups.

Groups Management tab

The Group Management tab displays all groups that have admin security privileges.

In the Group Management tab you can view all users in a group, edit the permissions of any group, transfer a group's permissions to another group, or preview a group's current permission settings. The Group Management tab displays all groups that have Admin Security access in Relativity. The following actions are available for groups added to a workspace other than system admins:

• View Users—displays a list of users in a group.
• Edit Permissions—opens the Object Security tab for editing the admin permissions of a group.
• Copy—opens a list of groups whose permission settings you can transfer to the group. Click Copy Permissions at the bottom of the list to complete the transfer.
  
• Preview—preview currently applied security settings for a group. See Preview Security for more information.
• Add/Remove Groups—opens the Add/Remove Groups dialog to grant admin access to groups. See Add/Remove Groups for more information.

A system admin is the only user able to grant other users membership into the System Administrators group. Any user who is not a member of the System Administrators group is unable to add themselves to any group.

Add/Remove Groups

Click the Add/Remove Groups button on the Group Management tab of the Admin Security window to access the Add/Remove Groups window. The Group Management page displays all groups that exist in your Relativity environment.

The Add/Remove Groups window displays the following lists:

• Available Groups—lists groups in your Relativity environment not yet granted access to the workspace.
• Groups with Admin Permissions—lists groups granted access to admin permissions.

You must add a group to the Groups with Admin Permissions column to grant the group admin security privileges.

Adding groups to the Groups with Admin Permissions column

To add admin permissions to a group, follow these steps:

1. Navigate to Instance Details.
2. Click Manage Permissions.
3. Click Add/Remove Groups.
4. Scroll through the Available Groups list or search for a specific group using the search bar.
5. Select one or more groups from the Available Groups list in any order.
6. Click Add.
7. Click Save.

Removing groups from the Groups with Admin Permissions column

To remove admin permissions from a group, follow these steps:

1. Navigate to Instance Details.
2. Click Manage Permissions.
3. Click Add/Remove Groups.
4. Scroll through the Groups with Admin Permissions list or search for a specific group using the search bar.
5. Select one or more groups from the Groups with Admin Permissions list in any order.
6. Click Remove.
7. Click Save.

Features tab

The Features tab groups related permissions into features. You can grant a whole feature, or grant specific actions within it, without setting each permission on the Object Security, Tab Visibility, and Admin Operations tabs.

Each feature includes specific actions, which represent individual tasks users can perform within that feature. Granting access to actions lets you control permissions more precisely, allowing a group to perform certain tasks without providing full access to the entire feature.

A feature or action combines the required permissions drawn from the other three tabs. When you select a feature, Relativity applies the permissions its actions require. For an overview of features and actions, see Feature permissions, Feature actions.

Considerations

Keep these factors in mind when setting Feature permissions:

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

Using the Features tab

The Features tab lists the features available for the selected group. Select a feature's checkbox to grant all of its actions. Clear the checkbox to remove them. To grant specific tasks, select individual actions, or apply a preset from the Preset list. You can also do the following:

• Use the Search bar to locate a particular permission in the list.
• Click See Details for a feature to open its details panel. The panel includes:
  • Preset— an optional starting set of actions, such as Viewer or Administrator. Select a preset, then select or clear individual actions before you save. Not all features have a preset. 
  • Description — appears under the preset and summarizes the access the selected preset grants. It changes when you select a different preset.
  • Actions — the individual tasks in the feature. Select Select all to include every action, or select actions individually.
  • Granular permissions mapping — a read-only reference to the permissions behind the feature. Click Granular permissions mapping at the bottom of the panel to open it. Expand an action to see the permissions it maps to. These come from the Object Security, Tab Visibility, and Admin Operations tabs. Icons show whether each permission is granted, not granted, or shared across features.

Granular permissions

Frequently asked questions