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Last date modified: 2025-Nov-21
Roles and security permissions
You can automatically set permissions for aiR for Privilege 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 using Feature permissions.
The aiR for Privilege option found on the Features tab consists of a collection of the required permissions from the other three tabs. Once you enable the aiR for Privilege toggle, its associated permissions are automatically enabled.
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.
Manual permissions
The aiR for Privilege application relies on standard workspace permissions.
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.
We suggest creating three user groups with the following permissions to complete an aiR for Privilege project
| Role/User group | Tasks and requirements | Object security | Tab visibility | Other settings |
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Project Manager
1 person Can be a single person across an entire organization Common titles: Project Manager, Litigation Support, Technology Specialist
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Description of Tasks: An aiR for Privilege Project Manager creates projects, manages settings, defines known items (list of attorney and law firms from any prior priv screen,) runs pipeline steps, monitors annotator progress, QC’s annotator decisions, and performs validation on aiR for Privilege Results. Requirements:
Non-Requirements: Does not need to have knowledge of the matter or an understanding of privilege. |
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Mass Actions
Admin Operations
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Annotator
1-3 people depending on project size A Project Manager can also play an Annotator role Common titles: Project Manager, Litigation Support, Contract Attorney, Staff Attorney, Paralegal
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Description of Tasks: An aiR for Privilege Annotator reviews content identified by the AI (Law Firm Domains, Lawyers) and confirms its correctness. Requirements:
Non-Requirements: Does not need to have knowledge of the matter or an understanding of privilege. |
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Mass Actions
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Case SME
1-2 people depending on project size Common titles: Sr. Attorney, Partner, In House Counsel. |
Description of Tasks: An aiR for Privilege Case SME will review the default Privilege Designations for Law Firms and Entities discovered by the aiR for Privilege Annotators and confirm whether each item is Privilege Conferring, Privilege Neutral, or Privilege Breaking for this specific matter and confirm revisions as necessary. Requirements:
Non-Requirements: Does not need access to Relativity or experience in operating Relativity. They can complete their tasks in Excel. |
No access is necessary, as a Case SME will generally perform their tasks outside of RelativityOne in Excels shared by a Project Manager. If a Case SME is performing their tasks in RelativityOne, they will need the following permissions:
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No access is necessary, as a Case SME will generally perform their tasks outside of RelativityOne in Excels shared by a Project Manager. If a Case SME is performing their tasks in RelativityOne, they will need the following permissions:
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No access is necessary, as a Case SME will generally perform their tasks outside of RelativityOne in Excels shared by a Project Manager. If a Case SME is performing their tasks in RelativityOne, they will need the following permissions:
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Instance level permissions
Project Managers are required to have the following Instance level permissions for Client Brain management:
| Object security | Tab visibility | Admin operations |
|---|---|---|
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