Users

Users are individuals who have access to the Relativity environment. You create users and add them to groups, which are then associated with workspaces. Users are also directly associated to clients. This diagram illustrates how clients, groups, and workspaces relate to users.

This page contains the following sections:

• User status
• Creating and editing a user
• Adding a user login type
• Fields
• Viewing user audit records
• Sending messages to users
• Forcing users to log out
• Adding or removing users from a client domain
• Auto-disable users

User status

You can view information about users currently logged in to Relativity from the User Status tab, which is available from within any workspace or from Home. Whether or not you're in a workspace determines the functionality and information available on the User Status tab as follows:

• Home - the tab lists users currently logged in to Relativity. You can send web page messages and email messages to users listed on the tab. You can also force the log out of these users from the system.
• Within a workspace - the tab lists the subset of users accessing the current workspace. You can send web page messages and email messages to users listed on the tab.

Creating and editing a user

To create a new user, follow this procedure:

1. Click your name in the upper right corner of Relativity, and then click Home.
2. Click the User and Group Management tab.
3. Click Users.
4. Click New User. To edit an existing user, click Edit next to the user's name.
5. Complete the fields on the form. See Fields.
6. Click Save.
7. Add a login method or methods. See Adding a user login type.

Note: After creating users, you can add them to groups. In Relativity 9.6.50.31 and above, a job is executed when you add users to a group or when you remove them from one. If your Relativity environment is configured with an SMTP server, you receive an email message when the job is completed. If an error occurs, the email message contains a link that you can use to retry the job. You must be logged into Relativity before you click the retry link. The Errors tab also displays the retry link. For more information, see Adding users to groups and Errors. By default, user and group operations are disabled. Contact Client Services for information about enabling user and group operations in your Relativity environment.

Watch the following Creating Users and Groups video for more information.

Note: You can preview the security settings of any workspace available for a user by clicking Preview Security. For more information on previewing user security see Preview security.

Adding a user login type

Relativity supports several authentication and login methods. You must assign the user at least one of these types in order for them to login.

See the following pages:

• Managing user authentication methods - for procedures to add individual authentication methods to a users
• Authentication - for a general overview of the authentication system.

Fields

The User Information fields are:

• First Name - the user’s first name. This field must be between 1 and 50 characters.
• Last Name - the user’s last name. This field must be between 1 and 50 characters. The system displays a user as <last name>, <first name>.
• Email Address - the user’s email address. While the system won't validate this information, you must enter it in the following format: name@domain.extension.

Note: Relativity users can have the same first and last name, but the email address must be unique.

• Type - the user type. The default values are internal or external, but you can add any type value. Type is for reference purposes only and has no impact on access or billing.
• Client - the client associated with the user. Click to select from available clients.

  Note: Items on the selected client list are set by a system view. It's possible you'll see only a sub-set of items. For more information on editing system views, see User options.

• Relativity Access - a drop-down menu that where you can control the user’s access to Relativity.
  • Enabled - the default value. Enabled users can log in to Relativity and are considered for billing under your Relativity license.
  • Disabled - users cannot access Relativity and won't be counted or billed as named users on your Relativity license.
    When Relativity is first deployed, the system sets the Relativity Access field for existing users using the following criteria. A system admin can change a user's access at any time.
    • If a user is in a group with rights to a workspace, their Relativity Access is set to Enabled.
    • If a user is not in a group with rights to a workspace, their Relativity Access is set to Disabled.
• Disable on Date - the date when the user's Relativity access is disabled. Use the field to auto-disable users on a specific date in the future, for example, when managing contact reviewers. When you specify the date, it can't be in the past. For more information, see Auto-disable users

Note: The Disable on Date value is in UTC and does not represent local time.

• Document Skip - controls whether or not the user has the ability to skip documents during review that no longer meet the original conditions of a view due to propagation. See Document skip. The available options are:
  • Enabled - enables the Skip function.
  • Disabled - disables the Skip function.
  • Force Enabled - always enables the Skip function so that the user can't turn it off. This option is only available for system admins.
• Trusted IPs - specifies a list of trusted IP addresses for a user. Authentication fails if a user attempts to log in to Relativity from an unauthorized IP address. For detailed setup instructions, see Authentication.

  Note: Relativity only supports the IPV4 format for Trusted IP addresses. It doesn't support the IPV6 format.

• Change Settings - users without admin rights can change their settings depending on whether the drop-down menu is enable or disabled.
  • First name
  • Last name
  • Email address
  • Item list page length
  • Default selected file type
  • Advanced search default
  • Enable or disable Native Viewer Cache Ahead
• Change Document Viewer - users can change document viewer modes depending on whether the drop-down menu is enabled or disabled. For more information, see Reverting viewer per user.
  • Enabled - users can select which viewer they want to use. You can still set a default viewer in the Document Viewer field, but users can switch between viewers.
  • Disabled - users can't select which viewer they want to use. Whatever viewer appears in the Document Viewer field in User Settings is the only viewer the user has access to.

• Keyboard Shortcuts - Choose a default setting for the keyboard shortcuts icon in the core reviewer interface. This property is set to Enabled by default.

  Enable or disable by toggling the icon.

  

The User Settings fields are:

• Item List Page Length - a numeric field indicating the default list length for all views in Relativity except for views that are embedded into layouts as an Associative Object List. You can set it from 1 to 200.

  Note: Associative object lists in a layout do not inherit this value (the default number of items per page for these lists is 10 and cannot be customized).

• Default Selected File Type - the default viewer mode:
  • Viewer
  • Native
  • Image
  • Long Text
  • Production
• Skip Default Preference
  • Skip - advances a user to the next document in the queue that matches the defined view conditions when the user clicks Save and Next.
  • Normal - document review operates normally, displaying all documents in the queue.
• Enforce Viewer Compatibility - provides you with the ability to control when users are required to download a new version of the viewer. You can select one of the following options:
  • Yes - forces an upgrade of the viewer based on specific versioning criteria determined by settings in the Relativity Instance setting table. These instance settings control upgrade behavior across your Relativity environment. By default, Enforce Viewer Compatibility is set to Yes. In the Relativity Instance setting table, you can set ForceWebClientManagerUpgrade and WebClientValidateAssemblyVersion to control upgrade requirements. For more information, see the Instance setting table overview.
  • No - forces an upgrade of the viewer only when major versions of Relativity are released. You may want to select this option when creating users who will be working in multiple Relativity environments that have different minor versions installed. It prevents them from having to upgrade the viewer as they switch between environments. To avoid upgrading, the Enforce Viewer Compatibility option must be set to No in each of the environments accessed by these users.
• Default Filter Visibility - determines whether or not filters on all columns are visible by default for that user. For Relativity 9.6.50.31 and above, the out of the box setting for this field is Visible, but you can modify it as necessary. Upgrading to this version sets the Default Filter Visibility field to Visible for existing users whose filters are hidden.
  • Visible - shows filters by default.
  • Hidden - hides filters by default.

  Note: If a user is logged in to Relativity while a system admin alters this setting, the user must log out and log back in again for the setting to take effect. This also applies if the system admin is altering the setting on his or her own account.

• Default Saved Search Owner - determines whether saved searches are public or private by default. If set to Public, the search is public and all users with rights to it can see it. If set to Logged in User, the search is private and only the logged in user is able to see it. The property’s default value is configurable on a system level. See the Instance setting table overview for details.
• Native Viewer Cache Ahead - if enabled, pre-loads the next native document in the review queue once the active document is loaded.

Note: To utilize Native Viewer Cache Ahead, you must have version 5.04 or greater of the viewer running on your computer. If this application isn't working properly, uninstall and reinstall your viewer to ensure compatibility.

• Document Viewer - determines which viewer the user can access when reviewing documents.
  • Default - only available in Internet Explorer. This option pulls the from the UseLegacyViewer instance setting to determine which viewer the user can access.
  • HTML - uses the HTML viewer to review documents.
  • ActiveX - uses the ActiveX viewer to review documents.
• User-Group Email Notifications (if applicable) - user's preference for email notifications when adding or removing Users from Groups.
  
  • All Emails - receive all email notifications.
  • No Emails - receive no email notifications.
  • Only Failed Operations - receive email notifications on failed operations only.

  Note: The following additional configuration is necessary to get SMTP notification working for User-Group Email Notifications:
  Change the following Instance Setting to True:
  • Name: EnableUserGroupOptimization
  • Section: Relativity.Core
  Add the Distributed Job Manager and Distributed Job Worker agents to the Instance.
  

Viewing user audit records

Use the View Audit function to view a user's audited actions. To access the audit records, select the Users tab and click the name of a user. Then click View Audit.

Note: Audit records are not modified when a user is deleted or disabled. You will still be able to search for a user's audits based upon their user name.

The user's history displays in a new window.

The following columns display:

• User Name - The name of the Relativity user who performed the action.
• Action - The action that was performed.
• Timestamp - The date and time that the action was performed.

Sending messages to users

From Home or within a workspace, you can send web page messages to one or more users with the mass send message feature. Use the following steps to send a message:

1. Open the User Status tab in from within a workspace or from Home.
2. Select the checkbox next to the names of the users you want to send a message to.
3. Select Send Message from the drop-down menu at the bottom of the page.
4. Click Go.

The Webpage Dialog appears.

5. Enter your message in the Message field, and then click Send Messsage. The selected users receive a web page message immediately.

You can also send an email message to a single recipient by clicking the email address link. Your native email application opens, and you can enter the text of your message. You're identified as the sender of the email message based on your login information.

Forcing users to log out

From Home, you can force users to log out of Relativity from the User Status tab.

Note: Any unsaved changes users made is lost when you use the Force Log Out option to terminate their sessions.

Use the following steps to log users out:

1. Click your name in the upper right corner of Relativity, and click Home.
2. Open the User Status tab.
3. Select the checkbox next to the names of users you want to log out.
4. Select Force Log Out from the drop-down menu at the bottom of the page, and then click Go.
5. Click OK on the confirmation message. Relativity immediately logs out the users you selected.

Adding or removing users from a client domain

You can add or remove objects from client domains if you have the client domains feature activated. See Client domains for more information.

Use the following steps to add a user to a client domain:

1. Navigate to the Users tab.
2. Select the user you want to add to the client domain from the list.
3. Click Edit.
4. Click next to the Client field in User Information section of the Users tab.
5. Select the client with client domains enabled from the list.
6. Click Save.

Use the following steps to remove a user from a client domain:

1. Navigate to the Users tab.
2. Select the user you want to remove from the client domain from the list.
3. Click Edit.
4. Click next to the Client field in User Information section.
5. Select a client not associated with a client domain from the list.
6. Click Save.

Auto-disable users

Beginning in September 2017, you can auto-disable users on a specific date in the future. You can set the Disable On Date when creating or editing an individual user:

You can also use a mass-operation to set the Disable On Date for multiple users:

1. Navigate to the Users tab.
2. Select the checkbox next to the names of users.
3. Select Enable from the mass operations drop-down menu at the bottom of the page. The Enable Users dialog opens.

   

4. Select the checkbox next to the Disable On Date field.
5. Enter or select the value for the Disable On Date field. The date-time value must be in the future.

   Note: If you select the checkbox and leave the date value blank, will clear the Disable On Date for the users.

6. Click Ok. The Disable On Date is set for the selected users, and they will be automatically logged out on the specified date and time.