

With groups you can organize users in Relativity. A user can be a member of one or more groups. You can grant groups permission to view admin tabs from Home. You can also add groups to workspaces and set permissions per group on a workspace-by-workspace basis.
This page contains the following:
As a system admin, you want your reviewers to have access to all the documents in your workspace to begin review on a case.
You create a group called "First Pass Reviewers" and assign permissions to that group to be able to view and code documents. You then add that group to the workspace and send an email to all the reviewers announcing that they can begin review in that workspace.
One of the users in the First Pass Reviewers group is also in another group that manages a message of the day with preliminary announcements that all reviewers need to see upon log in. While other users in the First Pass Reviewers group can only see the tabs in workspaces available to that group, an admin reviewer can also see the Instance Details tab, so he can post announcements in the Message of the Day section to everyone who accesses Relativity.
Relativity workspaces include the following default system groups:
Note: Regardless of permissions, system admins can't edit locked scripts.
The following table shows script permissions for each group.
View | Run | Edit (locked scripts) |
Edit (unlocked scripts) |
Preview | Write | Link | |
---|---|---|---|---|---|---|---|
System Admin | √ | √ | √ | √ | √ | √ | |
Standard User | √ | √ | √ |
To create a new group or edit an existing group:
Note: If your groups list doesn't show Edit links, edit the All Groups view to display the Edit link.
The group details page displays a list of users added to the group as well as group-accessible workspaces. For more information, see
Watch the following Creating Users and Groups video for more information.
The groups object contains the following fields:
Group Information
Note: As your Relativity environment grows, arbitrary group names like "Group 1" can produce a confusing administrative workflow. Name each group according to their purpose and permission level, such as "ACME Co. Reviewer" and "ABC Corp. Administrators."
You can add and/or remove users from groups from either the group details page or the user details page. The procedure is the same for both.
Note: 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. To use the notification feature, set the RelativityInstanceURL instance setting. Ensure that the value for this setting is the URL for your Relativity instance. For example, the URL would have the format: https://example.relativity.com/Relativity. The user receiving the notification must have access to this URL. For more information, see the Instance settings.By default, user and group operations are disabled. Contact Customer Support for information about enabling user and group operations in your Relativity environment.
To add or remove users:
Note: Relativity sends an email message notifying you 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 Errors.
Note: You can preview the security of a group to determine whether or not the appropriate permissions are granted to that group over particular workspaces. For more information about previewing group security see Preview security.
You can add or remove objects from client domains if you activate the client domains feature.
Note: Moving a group into a client domains may cause the group to lose previously configured permissions.
Note: Relativity displays a warning message when a sys admin attempts to edit or copy permissions for any group in a client domain. This warning makes the sys admin aware that modifying permissions may have significant consequences. For example, changing permissions may allow client domain users to modify items outside their tenancy. The sys admin can click Manage Permissions to proceed with the update or Cancel to exit the pop-up window.
Use the following steps to add a group to a client domain:
Use the following steps to remove a group from a client domain:
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