User and Workspace Management Flashcards

A reviewer reports they can see a workspace in the workspace list but cannot see any documents. What is the most likely cause?

Answer: The user's group does not have the 'View' permission on the Document object

If a user can access the workspace but sees no documents, the most common cause is that their group lacks the View object permission on the Document object type.

An admin needs to give a contract attorney access to review documents but must ensure they cannot export any files. Which permission should be explicitly denied for their group?

Answer: Export Document List

Removing the 'Export Document List' permission from the group prevents users from using the Export feature to extract documents from the workspace.

When provisioning a large matter with multiple review teams that should not see each other's documents, which Relativity approach is most appropriate?

Answer: Use item-level security to restrict document visibility per group within one workspace

Item-level security allows different groups within the same workspace to be restricted to different subsets of documents, avoiding the overhead of maintaining separate workspaces.

What is the purpose of the 'User Has No Password' option on a Relativity user profile?

Answer: It is used for service accounts that authenticate via API keys or integrated authentication instead of a password

'User Has No Password' is intended for service accounts or integrations that use Relativity's API or RSA token authentication rather than a standard username/password login.

An admin wants to audit which users accessed a specific workspace over the past 30 days. Where in Relativity should the admin look?

Answer: Workspace > Administration > Audit

Relativity's Audit tab within the workspace Administration section captures all user actions including logins, views, edits, and exports within that workspace.

Which Relativity feature allows an admin to apply a uniform set of field permissions across all groups in a workspace simultaneously?

Answer: Apply to Associated Groups on Field Security

Using 'Apply to Associated Groups' from a field's security settings pushes that field's visibility or edit restriction to all groups currently in the workspace.

A client requires that all users be automatically logged out after 20 minutes of inactivity. Where in Relativity is this session timeout configured?

Answer: Instance Setting Table with the 'SessionTimeout' key

The session timeout (idle logout) is controlled by the 'SessionTimeout' key in Relativity's Instance Setting Table, applying the setting instance-wide.