Workspace administration

As a workspace administrator, you set up workspaces, control who can access them, and configure the objects and applications your team uses. Use these topics to set up a workspace for review, including aiR features.

Set up workspaces

Create a workspace and configure its settings. You can create a workspace from a prebuilt template.

Managing workspaces Workspaces Relativity aiR workspace templates

Secure workspaces

You assign permissions to groups. Users in a group have access to a workspace only after you add the group to it.

Workspace security Setting workspace permissions Permissions scenarios

Configure workspace objects

Fields, choices, layouts, views, and tabs are objects you configure in a workspace.

Fields Choices Layouts Views Tabs

Set up aiR features in a workspace

Installation steps and permissions differ for each aiR feature, and some features require an active contract. Review the topic for each feature before you set it up.

aiR for Review permissions aiR for Privilege installation and configuration aiR for Privilege roles and security permissions Case Strategy aiR for Data Breach Response installation and configuration Assist (aiR Assist)

Monitor and report on workspaces

Monitor user activity with Audit, and run job reports for individual features with Reports.

Audit Reports