Permissions

This information below outlines the permissions required for using aiR for Review. For more information on setting permissions, see Workspace security.

Viewing the aiR for Review dashboard

To view the aiR for Review dashboard, you need the following permissions:

Object Security Tab Visibility
  • aiR for Review Project - View
  • aiR for Review Prompt Criteria - View
  • aiR Relevance Analysis - View
  • aiR Issue Analysis - View
  • aiR Key Analysis - View
  • aiR for Review Projects

You can view results only for the analysis types you have permission to view.

Creating and running an aiR for Review project

To creating an aiR for Review project and run the analysis, you need the following permissions:

Object Security Tab Visibility
  • aiR for Review Project - View, Edit, Add
  • aiR for Review Prompt Criteria - View, Edit, Add
  • aiR Relevance Analysis - View
  • aiR Issue Analysis - View
  • aiR Key Analysis - View
  • aiR for Review Projects

You can run the job without permissions for the analysis types, but you won't be able to see the results.

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:

Object Security Tab Visibility
  • 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 for Review Projects

You can run the job without permissions for the analysis types, but you won't be able to see the results.

Viewing highlights in the Viewer

To see aiR for Review results highlighted in the Viewer, you need the following permissions:

Object Security
  • aiR Relevance Analysis - View
  • aiR Issue Analysis - View
  • aiR Key Analysis - View

You will see highlighting only for the analysis types you have permission to view.

Viewing the aiR for Review Jobs tab

There are two versions of the aiR for Review Jobs tab: one at the instance level, and one at the workspace level. The instance-level tab shows all jobs across all workspaces. It includes several extra columns to identify the workspace, matter, and client connected to each job.

The following permissions allow users to see the job list and click on each job to view Prompt Criteria details. Users with access to this tab can also cancel in-progress jobs.

Instance-level permissions

To view the instance-level aiR for Review Jobs tab, you need the following permissions:

Tab Visibility Admin Operations
  • aiR for Review Jobs
  • Admin Repository - View

Assign these permissions under the Instance Details tab.

Viewing Prompt Criteria at the instance level

To view Prompt Criteria details for a job, you also need some permissions within that job's workspace:

  • You must belong to more than just the Workspace Admin Group within the workspace.
  • You must have aiR for Review Prompt Criteria - View rights within that job's workspace.

Without these, you can see jobs from that workspace but cannot click on them to view their Prompt Criteria.

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.

Workspace-level permissions

To view the workspace-level aiR for Review Jobs tab, you need the following permissions:

Object Security Tab Visibility
  • aiR for Review Prompt Criteria - View
  • aiR for Review Jobs

Assign these permissions under the Workspace Details tab within the chosen workspace.

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.

Clearing and restoring job results

To clear or restore job results using the aiR for Review Jobs tab, you need the following permissions:

Object Security Tab Visibility
  • Document - View, Edit
  • aiR Relevance Analysis - View, Edit
  • aiR Issue Analysis - View, Edit
  • aiR Key Analysis - View, Edit
  • aiR for Review Jobs

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.

Running the aiR for Review mass action

To run the aiR for Review mass action, you need the following permissions:

Object Security Other Settings
  • aiR for Review Prompt Criteria - View, Edit, Add
  • Mass Operations - aiR for Review

You must also belong to at least one user group other than the Workspace Admin Group.