Security setup

The starter template has three levels of security setup. This is only a guideline and can be edited for your environment. Typically a new set of three groups are created for each workspace and system admins copy the security from the template level groups to the unique workspace groups, mimicking the same levels as the template with minor edits.

Level 1 is targeted at base level reviewers who have very limited rights and primarily check out batches and edit documents.

Level 2 users are able to do more case setup such as create searches and batches. This level doesn't have system admin rights or case setup rights but does have rights for setting up and administering the review process.

Level 3 is not a full system admin, but all case loading and setup options are available. This person is responsible for loading the data and insuring layouts and views are properly created.

Security

The following table shows the security setup levels in the starter template.

SecurityLevel 1Level 2Level 3
WorkspaceViewViewView
FolderViewEditDelete/Add/Edit Security
DocumentEditEditDelete/Add/Edit Security/Print/Local Access(Download, Copy Text, PrintScreen)/Redact Document/Highlight Document/Add Image/Delete Image
ReportViewDelete/Add/Edit SecurityDelete/Add/Edit Security
FieldViewViewDelete/Add/Edit Security/Add Field Choice by Link
LayoutViewEditDelete/Add/Edit Security
ProductionViewEditDelete/Add/Edit Security
ViewViewEditDelete/Add/Edit Security
Search FolderViewEdit/Add/Edit SecurityDelete/Add/Edit Security
SearchViewEdit/Add/Edit SecurityDelete/Add/Edit Security
ChoiceViewViewDelete/Add/Edit Security
Markup SetViewEdit/AddDelete/Add/Edit Security
TabViewViewDelete/Add/Edit Security
Batch SetViewEdit/AddDelete/Add/Edit Security
BatchViewEdit/AddDelete/Add/Edit Security
Object TypeViewViewDelete/Add/Edit Security
RelativityScriptViewViewDelete/Add/Edit Security
Search IndexViewViewDelete/Add/Edit Security
TransformSetNoneViewDelete/Add/Edit Security
Search Terms ReportNoneEdit/AddDelete/Add/Edit Security
Search TermsResultNoneEdit/AddDelete/Add/Edit Security
WorkProductNoneViewDelete/Add/Edit Security
ContactsNoneViewDelete/Add/Edit Security
CaseInfoNoneViewDelete/Add/Edit Security
PivotProfileEditEdit/AddDelete/Add/Edit Security
OCRProfileViewViewDelete/Add/Edit Security
OCRSetViewViewDelete/Add/Edit Security

Tab visibility

The following table shows the tab visibility security levels in the starter template.

SecurityLevel 1Level 2Level 3
DocumentsYesYesYes
Markup SetsNoNoYes
ChoicesNoNoYes
Relativity UitilitiesNoNoYes
Batch SetsNoYesYes
AdministrationNoYesYes
User StatusNoYesYes
PleadingsNoYesYes
Work ProductNoYesYes
Workspace DetailsNoNoYes
Production SetsNoYesYes
LayoutsNoNoYes
TabsNoNoYes
Object TypeNoNoYes
ScriptsNoNoYes
Transform SetsNoNoYes
ContactsNoYesYes
Summary ReportsNoYesYes
FieldsNoNoYes
ViewsNoNoYes
HistoryNoYesYes
Review BatchesYesYesYes
Search IndexesNoNoYes
Search Terms ReportsNoYesYes
Case InfoNoNoYes
OCR ProfilesNoNoYes

Browsers

The following table shows the browsers security levels in the starter template.

SecurityLevel 1Level 2Level 3
ClustersNoNoYes
FoldersYesYesYes
Advanced & Saved SearchesNoYesYes
Field TreeYesYesYes

Mass actions

The following table shows the mass actions security levels in the starter template.

SecurityLevel 1Level 2Level 3
ClusterNoYesYes
Mass CopyNoYesYes
Mass DeleteNoYesYes
Mass ImagesNoYesYes
Send to CasemapNoNoYes
Process TranscriptNoNoYes
Mass EditNoYesYes
Mass ProduceNoYesYes
Mass Print ImageNoYesYes
Export to FileYesYesYes
Mass MoveNoNoYes
Mass ReplaceNoYesYes
Tally/Sum/AverageYesYesYes

System admin operations

The following table shows the system admin operations security levels in the starter template.

SecurityLevel 1Level 2Level 3
Assign BatchesNoNoYes
View Workspace DetailsNoNoNo
Override Production RestrictionsNoNoYes
Manage Object TypesNoNoYes
View User StatusNoYesYes
View All AuditsNoYesYes
Use Pivot/ChartNoYesYes
View Relativity UtilitiesNoNoYes
View Batch PaneNoYesYes
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