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Last date modified: 2026-May-12
Permissions
Feature Permissions is the primary location for managing access to Relativity features. Use the Features tab to quickly set permissions at the instance level and per group user role at the workspace-level: Administrators, Power Users, Basic Users, and Reviewers user roles. When you enable a feature, Relativity automatically applies the required permissions in the background so authorized users can access it. Permissions need to be configured at the instance level and the workspace level.
For details on Features Permissions, see
Feature Permissions provide an alternative to Relativity's security management by shifting the focus from Object Types and Tab Visibility to feature-based permissions. This method is simply another option; any feature-specific permissions information already in this and other topics is still applicable. The Feature Permissions interface enables administrators to manage permissions at the feature level, offering a more intuitive experience. By viewing granular permissions associated with each feature, administrators can ensure comprehensive control, ultimately reducing complexity and minimizing errors. For details see Instance-level permissions and Workspace-level permissions .
Instance-level permissions
aiR for Review is a modernized feature permission at the instance level. You can only grant or revoke access to aiR for Review by enabling or disabling the aiR for Review feature permission directly. The underlying granular permissions are locked and controlled by the feature toggle. For details on accessing the Admin Security, see
The aiR for Review Jobs tab at the instance level displays all jobs across all workspaces, with additional columns for workspace, matter, and client per job. Users can view the aiR Review Jobs list, check job details, and cancel unfinished jobs.
To grant access to aiR for Review to a user group at the instance-level:
- From the Instance Details tab, click Manage Permissions.
- On the Features tab, select a group from the drop-down.
- Enable the aiR for Review permission toggle for the group.
- Click Review and Save, then click Save.
Workspace-level permissions
The Features tab is the primary location for managing access to Relativity features. Use it to quickly set permissions per role at the workspace-level for Administrator, Power User, Basic User, and Reviewer. For more details on aiR for Review role permissions, see
To grant permissions per role at the workspace-level:
- From the Workspace Details tab, click Manage Workspace Permissions.
- On the Features tab, select a group from the drop-down.
- Enable the aiR for Review permission toggle for the group.
- Select the role for the group from the drop-down list: Admin, Power User, Basic User, or Reviewer.
- Click Review and Save, then click Save.
Granular permissions settings are provided below, as needed.
The recommended method of assigning permissions is to use the Features tab.
Viewing the aiR for Review Jobs tab
To view the aiR for Review Jobs tab at the workspace-level, you need the following permissions. Assign these permissions under the Workspace Details tab within the chosen workspace.
| Object Security | Tab Visibility |
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You can also use item-level permissions to restrict access to a specific job's aiR for Review prompt criteria. For more information, see Levels of Security in Relativity.
Viewing the aiR for Review dashboard
To view the aiR for Review dashboard, you need the following permissions. You can view results only for the analysis types you have permission to view.
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Creating and running an aiR for Review project
To create an aiR for Review project and run the analysis, you need the following permissions.
- To prevent users from running jobs, withhold the Run aiR for Review Job permission under Other Settings.
- You can run the job without permissions for the analysis types, but you will not be able to see the results.
| Object Security | Tab Visibility | Other Settings |
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Editing and running an existing aiR for Review project
To edit an existing aiR for Review project and run the analysis, you need the following permissions.
- To prevent users from running jobs, withhold the Run aiR for Review Job permission under Other Settings.
- You can run the job without permissions for the analysis types, but you will not be able to see the results.
| Object Security | Tab Visibility | Other Settings |
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Viewing highlights in the Viewer
To see aiR for Review results highlighted in the Viewer, you need the following permissions. You will see highlighting only for the analysis types you have permission to view. If you are not granted any of these permissions, you will not see the aiR for Review Analysis icon in the Viewer.
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Clearing and restoring job results
To clear or restore job results using the aiR for Review Jobs tab, you need the following permissions. You can only clear or restore results for analysis types if you have Edit permissions for them. For more information on clearing and restoring results, see Managing jobs and document linking.
| Object Security | Tab Visibility |
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