Edit an Existing Permissions Template

Complete the following steps to edit an existing permissions template in ADDAutomated Digital Discovery.

  1. Choose Case Management from the ADD main menu.

  2. In the left pane of the Case Management page, click Manage Templates.

  3. Click the template under the Templates list to display its permissions.

  4. Modify the permissions.

  5. Click to save the revised permissions for the selected template.

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.