Permissions

Import/Export validates your permissions and checks if all required applications are installed in your workspace. If you do not have permission to run a given workflow or if any application needed for that workflow is not installed, Import/Export disables the workflow button and displays a warning message below it explaining why it is inactive. This validation process works separately for each workflow. For example, if you do not have permission to run a Processing job, you may still be able to import load file data but will not be able to process it.

All permissions are set at the workspace level in Workspace security.

Workspace-level permissions on Features tab

The Features tab is the primary location for managing access to Relativity features. It lists all of the features and their associated permissions. Use the Features tab to set permissions to Import/Export workflows for a group per preset. The workflows are grouped into the following feature permissions:

• Export Structured Data
• Import Data

To grant permissions to Import/Export workflows for a group:

1. From the Workspace Details tab, click Manage Workspace Permissions.
2. On the Features tab, select a group from the drop-down.
3. Select Import and Export Data feature permission.
4. Click See details. A panel opens on the right.
5. Select a preset for the group from the drop-down list: Viewer, Importer, Importer with Processing, Importer with Staging Access, Exporter, or Administrator. Each preset includes different actions.
6. Review actions assigned to the preset. You can select and deselect them, adjusting the preset to your workflow.
7. Click Review and Save.
8. Review changes, then click Save.

You can select the following actions within Import and Export Data feature presets:

• View Import/Export Jobs—select to allow users in a group to view the Import/Export Job list and the related documents and folders, using the workspace’s default view only. This permission is read-only—users cannot run imports or exports, change views, open a job’s progress, settings, or error reports.
• Import Structured Data—select to allow users in a group to run structured imports from a local drive. Users can import document load files, images, productions, non-document objects, and MS Access databases, download error load files, cancel jobs, and re-import corrected rows. This permission also grants the Allow Import admin setting.
• Import Unstructured Data—select to allow users in a group to run unstructured imports. Users can import native files and transcripts discovered through processing, including the processing sets, data sources, and errors that occurred during workflow. This permission also grants the Allow Import admin setting.
• Import From Staging Area—select to allow users in a group to choose a load file from the workspace file share instead of a local drive. It includes the structured import access such action requires, and also grants the Allow Staging Import admin setting.
• Manage Production Sets—select to allow users in a group to run production imports—select the production set an import targets, and create new production sets from the import settings screen. It includes the structured import access these actions require.
• Create Workspace Fields—select to allow users in a group to create new workspace fields from the field mapping screen while setting up an import, instead of having them created beforehand. It includes the structured import access these actions require.
• Export Structured Data—select to allow users in a group to run structured data exports. It includes the view access this action requires, and also grants the Allow Export admin setting.
• Delete Import/Export Jobs—select to allow users in a group to delete Import/Export job and extraction job records, as well as the underlying Relativity import and export job records. It includes the view and edit access these actions require. It does not enable users to delete imported documents, folders, or production sets. It includes the view and edit access this requires.
• Secure Import/Export Jobs—select to allow users in a group to set object-level security on Import/Export jobs, extraction jobs, and the underlying Relativity import and export job records. It includes the view access.

To view granular permissions for Import/Export, click Granular permissions mapping link.

Additional required permissions for document import

When performing imports in Relativity, additional permission requirements apply, depending on the workflow and the object type being imported. The following requirements apply to all document import workflows, regardless of the import source or format.

Mapped field permissions

When importing data that includes field mappings, you must have appropriate permissions for each field mapped in the import configuration:

• View permissions for all mapped fields
• Edit permissions for any field into which values are being imported

If you do not have permissions for one or more mapped fields, the import may fail or result in incomplete ingestion of field values.

System field permissions for Document object import

In addition to mapped fields, Relativity evaluates several system fields during document ingestion. The user performing the import must have the following system field permissions when importing Document object:

• Supported By Viewer
• Has Natives
• Relativity Native Type

These permissions are required even when the system fields are not explicitly mapped during import. Missing permissions may cause validation errors or prevent the import from completing successfully.