User and Workspace Management Flashcards

Which authentication protocol does Relativity support to integrate with enterprise identity providers such as Okta or Azure AD?

Answer: SAML 2.0

Relativity supports SAML 2.0 for federated authentication, enabling single sign-on (SSO) with enterprise identity providers like Okta and Azure AD.

What is the key difference between a Relativity System Admin and a Workspace Admin?

Answer: System Admins have access to the Admin mode with all system settings; Workspace Admins manage settings within their assigned workspaces only

System Admins access the full Admin mode (clients, matters, servers, users), while Workspace Admins only manage objects and users within their specific workspace(s).

Which Relativity setting forces a user to change their password the next time they log in?

Answer: Force Password Change on Next Login

The 'Force Password Change on Next Login' checkbox in a user's profile flags their account so they must set a new password upon their very next successful login.

In Relativity, what is the purpose of a 'Client Domain'?

Answer: It associates users with a client so they only see workspaces belonging to that client

Client Domains allow administrators to associate a user with a specific client, limiting their workspace visibility to only workspaces under that client.

Which of the following actions can ONLY be performed by a Relativity System Admin?

Answer: Creating a new Relativity workspace

Creating a new workspace requires System Admin access because it involves selecting clients, matters, resource pools, and server configurations at the system level.

When configuring password complexity in Relativity, where are the global password policy settings managed?

Answer: In the Authentication Provider record in the System Admin tab

Password policy settings such as minimum length, complexity requirements, and expiration are configured on the Authentication Provider record in the Relativity System Admin tab.

A Relativity user who is a member of two groups with conflicting permissions on the same object will receive which permission level?

Answer: The less restrictive (more permissive) permission wins

Relativity uses a 'least restrictive' model — if a user belongs to multiple groups, they receive the union of all permissions, meaning the most permissive setting applies.