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

This feature supports feature permission actions. Each action grants access to a specific task within the feature. You can grant groups access to individual actions, allowing them to perform only the tasks they need. To grant access to the entire feature, select all of its actions. Manage feature actions on the Features tab in a group's workspace permissions. For instructions, see Setting workspace permissions. For more information about feature permissions, see Feature permissions.

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:

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

Enabling Import/Export permission for a group.

The following granular permissions are designated for all import and export workflows:

Object Security	Tab Visibility	Other Settings
Document—Add, Edit, View Folder—Add, Edit Import/Export Extraction Job—Add, Edit Import/Export Job—Add, Edit Relativity Time Zone—View	Documents Import/Export Job

Additional permissions designated for Raw (Unprocessed) Data import and Transcript MDB Data import workflows only:

Object Security	Tab Visibility	Other Settings
Entity—Add, Edit OCR Language—View Processing Data Source—Add, Edit, View Processing Error—Add, Edit Processing Set—Add, Edit, View Quick Create Set—Add, Edit		Admin operations Allow Import Allow Staging Import

Object Security

Tab Visibility

Other Settings

Entity—Add, Edit
OCR Language—View
Processing Data Source—Add, Edit, View
Processing Error—Add, Edit
Processing Set—Add, Edit, View
Quick Create Set—Add, Edit

Admin operations

Allow Import
Allow Staging Import

Additional permissions designated for Structured Data import workflows only:

Object Security	Tab Visibility	Other Settings
Production—View Relativity Import Data Source—Add, Edit, View Relativity Import Job—Add, Edit, View		Admin operations Allow Import Allow Staging Import

Object Security

Tab Visibility

Other Settings

Production—View
Relativity Import Data Source—Add, Edit, View
Relativity Import Job—Add, Edit, View

Admin operations

Allow Import
Allow Staging Import

Import/Export now allows importing data directly from the Staging locations, such as StructuredData (load file) and ProcessingSource (raw data). You must have Allow Staging Import permission to activate these import options in the application UI.

Additional permissions designated for Export workflows only:

Object Security	Tab Visibility	Other Settings
Import/Export Job—Add, Edit Production—View Relativity Export Service Job—Add, Edit, View		Admin operations Allow Export

Object Security

Tab Visibility

Other Settings

Import/Export Job—Add, Edit
Production—View
Relativity Export Service Job—Add, Edit, View

Admin operations

Allow Export

For more detailed information on what is included in each Import/Export feature permission, see Workspace-level permissions.

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.