Security permissions

This page contains information on the security permissions required for creating and interacting with an Active Learning project. For more information on setting permissions, see Workspace security.

This page contains the following information:

Creating an Active Learning project

To create an Active Learning project, you need the following permissions:

Object Security Tab Visibility
  • Active Learning Project - View, Edit, Add
  • Active Learning Review - View, Edit, Add,
  • Active Learning Reviewer - View, Edit, Add
  • Analytics Categorization Result - View, Add
  • Analytics Categorization Set - View, Edit, Add
  • Analytics Index - View, Edit
  • Field - View, Edit, Add
  • Object Rule - View, Add
  • View - View, Add, Edit Security
  • Workspace - Edit Security
  • Active Learning Projects

Viewing and editing an Active Learning project

To view and edit an Active Learning project, you need the following permissions:

Note: It's not possible to have "view-only" Active Learning permissions. If you have permission to view but not edit an Active Learning project, you aren't able to view the project.

Object Security Tab Visibility
  • Active Learning Project - View, Edit
  • Active Learning Review - View, Edit, Add
  • Active Learning Reviewer - View, Edit
  • Analytics Categorization Set - View, Edit
  • Analytics Index - View
  • Active Learning Projects

Deleting an Active Learning project

In order to delete an Active Learning project, you need workspace admin or system admin permissions as there's no other way to delete the view created by the project.

Reviewer permissions

The reviewer group accessing the Active Learning project must have the following permissions: 

Object Security Tab Visibility Other Settings
  • Active Learning Reviewer - View
  • Document - View, Edit
  • Documents
  • Browsers - None OR Folders and/or Field Tree and/or Clusters
  • If Browser permissions are set only to Advanced & Saved Searches, reviewers can't access the Reviewer page.
  • The review group must have access to all documents in the Active Learning project. If documents are not accessible (for example, documents stored in a secured folder) they are not served to reviewers in the queue.

Note: The users in this group are not automatically added to the Active Learning project. You must grant each individual access to the Review queue. For more information, see Project setup.