RCA Security and Permissions 2 — Questions and Answers
Question 1: Which Relativity feature allows administrators to restrict which fields are visible to specific Permission Groups?
- Object Security
- Field-level Security (Correct answer)
- Tab Security
- Instance Security
Correct answer: Field-level Security
Field-level Security lets admins show or hide individual fields (such as document metadata columns) on a per-Permission Group basis.
Question 2: What is the purpose of the 'Admin Operations' permission category in a Relativity workspace?
- Creates new Permission Groups in the workspace
- Controls workspace-level administrative functions such as deleting the workspace (Correct answer)
- Manages system-wide agent configurations
- Grants access to all document fields automatically
Correct answer: Controls workspace-level administrative functions such as deleting the workspace
Admin Operations controls elevated workspace-level actions — like deleting the workspace or managing workspace-wide settings — that go beyond standard object manipulation.
Question 3: Which permission setting in Relativity controls whether users can see specific tabs in the workspace navigation bar?
- Object Security
- Browser Visibility
- Tab Visibility (Correct answer)
- Field Security
Correct answer: Tab Visibility
Tab Visibility determines which navigation tabs (e.g., Documents, Review, Analytics) are visible to members of each Permission Group.
Question 4: What is the recommended best practice for granting a Relativity user temporary elevated access?
- Promote them to System Admin temporarily
- Add them to a Permission Group with the needed rights, then remove them when the task is done (Correct answer)
- Use the sudo permission override feature
- Clone their account with elevated rights
Correct answer: Add them to a Permission Group with the needed rights, then remove them when the task is done
The proper approach is to add the user to an appropriate Permission Group temporarily and remove them once the elevated-access task is complete, maintaining least-privilege.
Question 5: Which Object Security permission controls a user's ability to export documents and associated data from a Relativity workspace?
- Allow Export under Document Object Security (Correct answer)
- Export capability under Admin Operations
- Document Download under Mass Operations
- Export is always available and cannot be restricted
Correct answer: Allow Export under Document Object Security
The 'Allow Export' checkbox within the Document object's Object Security settings must be enabled for a Permission Group in order for its members to export documents.
Question 6: In Relativity, what does enabling Browser visibility for a Permission Group control?
- Allows users to use web browsers other than Internet Explorer
- Controls which browser panels (Folder Tree, Field Tree, Cluster) are visible (Correct answer)
- Grants access to external browser integrations
- Determines which web browsers can access the Relativity instance
Correct answer: Controls which browser panels (Folder Tree, Field Tree, Cluster) are visible
Browser visibility governs which sidebar navigation panels — such as the Folder Tree, Field Tree, and Cluster panels — are visible to members of a Permission Group.
Question 7: Which Permission Group is automatically created when a new Relativity workspace is provisioned?
- Administrator Group
- Everyone Group
- Default Group (Correct answer)
- System Group
Correct answer: Default Group
Relativity automatically creates a 'Default' Permission Group in every new workspace, which can then be customized or used as a starting template.
RCA Security and Permissions 2
Which Relativity feature allows administrators to restrict which fields are visible to specific Permission Groups?