Assign Permissions

To assign permissions for a security group, and its users, the security group may be dragged and dropped on a managing client, client, code name, or case/cases. At least one case must exist in order to assign permissions.

When applying permissions to the managing client, all its associated contexts in the hierarchy (client, code name, case/cases) will receive those same permissions. If the security group is dropped on a client, then all its associated contexts in the hierarchy (code name, case/cases) will receive those same permissions. If the security group is dropped on a code name, the all its associated contexts in the hierarchy (case/cases) will receive those same permissions. A security group may be dropped on a single case.

If permissions are reapplied, they will ‘trickle down’ and override anything below. Permissions may be removed or edited at lower levels. For example, if permissions that trickled down from the managing client need to be removed for one of its clients, then the modified permissions for that client will apply to the lower levels, while the originally assigned permissions for the managing client remain the same.

See Understand Case Management and the Order of Activities section for more information about hierarchy.

  1. Choose Case Management from the ADDAutomated Digital Discovery main menu.

  2. Important: Permissions that were previously assigned to a context will be overwritten. Before proceeding to the next step, ensure that you wish to replace the existing permissions.

  3. In the left pane of the Case Management page, click Manage Security.

    1. Point, click, and drag the desired security group over a context (an individual case, code name, client, or managing client).
    2. When the orange border appears around a case, as shown in the figure, release the mouse button. Note: For any level above a case, all cases in that hierarchy are automatically selected when dropping over a code name, client, or managing client. To select a specific case in the hierarchy, drop directly on the case.
    3. A new screen appears showing the template list. The templates are listed in alphabetical order. By default, the Blank template appears at the beginning of the template list. This template presents a full list of permissions applicable to the specific case type (Processing or Review).

      Additional ADD templates are provided to assist with setting permissions for common user workflows. These templates are applicable for the following users: Case Admin - ADD, Review Manager - ADD, Internal Reviewer – ADD (review case only), External Reviewer – ADD (review case only, and External User – ADD (review case only).

  4. Do one of the following:

    • Click a template to display the Permissions Template page . See Work with Permissions Templates for information on assigning the permissions.

    • Click an Eclipse template to display the Permissions Template page previously assigned through Eclipse. See Work with Permissions Templates for information on modify/assigning/removing permissions.

  5. Do one of the following:

    • To search for a specific permission, enter the term in the search field as shown here. The template updates to reflect the search items. Apply the permissions as described in Work with the Permissions Templates.

    • From the Permissions full page, apply the permissions you wish the security group to receive, as described in Work with the Permissions Templates, for the selected context (managing client, client, code name, and case).

  6. Click to apply the assigned permissions. A prompt appears indicating the permissions where applied to the security group.

Note: There are a number of default permissions templates included with ADD. Click the links below to view the specific permissions assigned in each of the default templates.:

To view a list of all available permissions, see Overview - Complete Permissions List.