Security and Permissions Flashcards

What is the primary mechanism for controlling user access to specific features within a Relativity workspace?

Answer: Permission Groups

Permission Groups are the core unit for defining what users can see and do inside a Relativity workspace.

Which permission category controls whether a user can view, add, edit, or delete specific object types in Relativity?

Answer: Object Security

Object Security governs CRUD (Create, Read, Update, Delete) rights for each object type such as Documents, Saved Searches, and custom objects.

When a user belongs to multiple Permission Groups in a Relativity workspace, how are conflicting permissions resolved?

Answer: The most permissive permissions apply (union of all groups)

Relativity uses an additive (union) model — if any Permission Group grants a right, the user has it regardless of other groups denying it.

What does enabling 'Secure User Visibility' in a Relativity workspace accomplish?

Answer: Restricts users from seeing other users not in their Permission Groups

When Secure User Visibility is on, users can only see accounts of other users who share at least one Permission Group with them.

Which level of Relativity administration grants the ability to create new workspaces, manage agents, and configure instance-wide settings?

Answer: System Admin

System Admins have full control over the Relativity instance, including workspace creation, agent management, and global configuration.

In Relativity, which permission category controls access to bulk actions such as mass edit, mass delete, and mass move?

Answer: Mass Operations

The Mass Operations permission category specifically governs which bulk/mass actions are available to users in a workspace.

What happens to a user's workspace access when they are removed from all Permission Groups in that workspace?

Answer: They lose all access to the workspace

Without membership in at least one Permission Group, a user has no access to the workspace at all.