User and Workspace Management Flashcards

What is 'item-level security' in Relativity used for?

Answer: Restricting access to specific documents or objects within a workspace beyond standard group permissions

Item-level security allows administrators to restrict visibility of specific documents or workspace objects to particular groups, overriding the broader group-level permissions.

To restrict a specific group's access to only certain documents in a workspace, which feature should an admin use?

Answer: Item-level Security on the Document object

Applying item-level security to individual document records limits visibility to specified groups, preventing other workspace members from seeing those documents.

When editing group permissions in a workspace, what does the 'Overwrite' permission for the Document object allow that 'Edit' does not?

Answer: Overwrite lets users replace the native file; Edit only allows coding field changes

The Overwrite permission allows users to replace the native or image file associated with a document, while Edit only permits modifying the document's field values.

What happens when you click 'Apply to Associated Groups' while editing workspace-level object permissions in Relativity?

Answer: The permission changes are applied to all groups currently added to that workspace

'Apply to Associated Groups' propagates the current object security settings to every group that has been added to that specific workspace.

In Relativity, which object type controls the set of permissions (Add, Edit, Delete, View) granted to users in a workspace?

Answer: Group

In Relativity, Groups are the objects that hold workspace permission settings — every permission is configured at the group level, and users inherit permissions through their group memberships.

What is the effect of enabling 'Secured by Document' (item-level security) on a workspace view?

Answer: Documents shown in the view are further filtered based on each user's document-level security access

When item-level security is active, any view displaying documents automatically filters results so each user only sees documents their groups are permitted to access.

A user is removed from the only group that had access to a workspace. What can the user now do in that workspace?

Answer: They lose all access and cannot see or enter the workspace

Without membership in any group associated with a workspace, a user has no access whatsoever — they cannot log in to or view anything in that workspace.