Get Started with Administration
Administration enables you to perform a variety of configuration duties. In the Administration module you can:
- Edit Cases
- Migrate Cases from Concordance
- Migrate Users and Cases from Eclipse SE
- Import Data, OCR, Production History
- Export Case Data and Case Definitions
- Publish Data
- Create and Manage Review Batches
- Generate Case Reports
This topic provides instruction for completing the initial administrative activities, discusses the typical Administration workflow, and includes links to related topics. To view an overview of the Administration User Interface, see Overview: Administration Module.
Purchasing and Initial Log In
When you purchase Local the owner of the subscription is sent an invitation email with a link to the Local Web Portal. The owner is assigned as an administrator for the Local suite. The owner then logs in to the application on the Local Web Portal. The first time a user logs in, they will be prompted to enter the user name and password sent in their invite email. For more information, see Sign In to the Web Portal with a New Account.
Initially, the owner of the subscription manages the other log in information for users, for more information, see Manage Users in the Web Portal. Once additional administrators are defined in the Web Portal, the other administrators can modify users in the Web Portal and users and groups in Case Management.
User and group management is part of a larger strategy you employ for managing system and case access. Users can be added using the Web Portal or they can be added in the Case Management module. For more information, see:
- Overview: Security
- Control System Access Using Groups, Users, Roles, and Privileges
- Manage Users in the Web Portal
Although Local offers quite a bit of flexibility as to the order of configuration activities, a typical workflow that will work for many installations is shown in the following figure. You may want to follow this workflow for a limited project (such as a single case and a few reviewers), or you may want to set up several cases, before you deploy Review for other users.
Last Revision: 10/14/2021