

To use Relativity Legal Hold, you need to configure the workspace security.
Once you've installed Legal Hold and the Portal, you should see the following Legal Hold application tabs in your workspace:
Note: Legal Hold includes all pages available with a base Relativity install.
Legal Hold ships with a default template entitled, Legal Hold Template in the Projects tab. You can create a new project from scratch or use this template to customize your new project.
Note: To create a project from a template you must have edit rights on the project object.
When creating a project from a template, the following items carry over:
Note: Legal Hold preserves item-level security on the above items for the new project, including communications and questionnaires. See Managing workspace security.
Note: The Legal Hold custom permissions are independent from the System Admin group and aren't automatically assigned to the group. For Relativity System Administrators or Workspace Admin Group members to have access to the functions controlled by the Legal Hold Application, you must add these users to another security group or add a new group with access to the Legal Hold Application. When Legal Hold is installed to a workspace Relativity creates a Legal Hold Security Admins group where you can add users.
The Legal Hold application security is set at the workspace and item level.
We recommend configuring the security permissions on your Legal Hold workspace as soon as you install Relativity Legal Hold. See Securing a project for more information.
For a Relativity Legal Hold user to run and complete a project, certain permissions need to be set. See the table below for the security permissions to run a Legal Hold project.
Object Security | Tab Visibility | Other Settings |
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When you install Legal Hold into a workspace, Relativity creates a Legal Hold Security Admins group. This group will have all Legal Hold permissions enabled by default. You can add users into this group. You will also be able to create new groups, or give existing groups, Legal Hold permissions by selecting the custom Legal Hold permissions. For more information on the Legal Hold permissions, see Securing a project.
*If you are installing the Legal Hold application without Processing and Analytics, you will also need the Admin Operations - Manage Object Types permission enabled to use the project wizard.
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