User and Workspace Management Flashcards

What is the function of a group in Relativity?

Answer: Group users for permissions management

In Relativity, groups are fundamental for managing user permissions and access control. By assigning users to specific groups, administrators can efficiently grant or restrict access to workspaces, tabs, objects, and fields. This ensures that users only have the necessary privileges to perform their tasks, maintaining security and data integrity.

How do you assign a user to a workspace in Relativity?

Answer: By adding them to a group with workspace rights

To assign a user to a workspace in Relativity, you must add them to a group that has been granted access to that specific workspace. Permissions are primarily managed at the group level, so users inherit their workspace access and associated rights from the groups they belong to. This simplifies permission management for multiple users.

What permission is required to add users in Relativity?

Answer: User object permissions

To add new users in Relativity, an administrator needs to have the appropriate "User" object permissions. Specifically, they typically require "Add" and "Edit" permissions on the User object to create new user accounts and modify their details within the Relativity environment. These permissions are crucial for managing user access.

Which action can a Relativity system admin perform?

Answer: Create and manage workspaces

A Relativity system administrator has broad privileges across the entire Relativity instance. One of their key responsibilities and capabilities is the ability to create, configure, and manage workspaces. Workspaces are the primary containers for data and review projects, making this a core function for setting up and overseeing e-discovery projects.

Where can you change a user’s password in Relativity?

Answer: User details page

In Relativity, an administrator can change a user's password directly from their individual user details page. This page provides comprehensive settings for a specific user, including their login credentials, group memberships, and other personal information. This allows for direct password resets or modifications, ensuring account security and management.

How is user access to objects controlled in a workspace?

Answer: Group-based object permissions

Relativity controls user access through a robust group-based permission system. Users are assigned to specific groups, and then permissions (e.g., view, edit, delete) are granted or denied to these groups for various objects within a workspace, such as documents, fields, layouts, and views. This method allows administrators to efficiently manage access for multiple users with similar roles and responsibilities.