aiR for Review security permissions
This page contains information on the security permissions required for using aiR for Review.
See these related pages:
- aiR for Review
- Creating an aiR for Review project
- Iterating on the Prompt Criteria
- Managing aiR for Review jobs
- aiR for Review results
- aiR for Review Analysis
Viewing the aiR for Review dashboard
To view the aiR for Review dashboard, you need the following permissions:
| Object Security | Tab Visibility |
|---|---|
|
|
If you have permissions for only one of the analysis types, you will only be able to view results of that type.
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 |
|---|---|
|
|
If you do not have permissions to the analysis types, you will still be able to run the job, but you will not be able to view 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 |
|---|---|
|
|
If you do not have permissions to the analysis types, you will still be able to run the job, but you will not be able to view the results.
Viewing highlights in the Viewer
To see aiR for Review results highlighted in the Viewer, you need the following permissions:
| Object Security |
|---|
|
If you only have access to some of these, you will only see highlighting for those analysis types.
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, and 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 |
|---|---|
|
|
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.
If you do not have these, you will be able to see jobs from that workspace, but you will not be able click on those jobs 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 |
|---|---|
|
|
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 |
|---|---|
|
|
If you have Edit permissions for only one of the analysis types, you will only be able to clear or restore results of that type.
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 |
|---|---|
|
|
You must also belong to at least one user group other than the Workspace Admin Group.
