The permissions outlined in the following table are the default permissions assigned in the Review Manager Permissions template.
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Note: This table provides a cross-reference for permissions which are tied to other permissions in the table. When permissions are linked, you must have both the permission and it's linked permission, to get access to the functionality. For example, if you are given permission to Delete Image, but you don’t have the Case Management permission, you will not see Delete Image in your application. To view a list of all linked permissions, see Linked Permissions. |
Option |
Definition |
Linked Permission |
Notes |
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Reports |
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The user will have access to this report in ADDAutomated Digital Discovery Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Data Extract Deduplication Summary |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Data Extract Error Summary |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Data Extract Filter Manager Summary |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Data Extract Item Summary |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Expanders Reports |
The user will have access to Reports Expander and all reports in Eclipse - Reports under the Reports expander in Eclipse can still be secured from within Eclipse Admin. |
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Export Series Summary |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Gap Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Language Summary Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Privileged Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Production Deliverable |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Production Summary |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Redacted Documents |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Redaction Detail |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Review Status by Reviewer |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Reviewer Edits per Day |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Reviewer History |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Reviewer History Details |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Source Container Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Summary by Custodian |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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TARTechnology Assisted Review ProjectIn ADD, the level beneath Client in the hierarchy. Projects can have one or more Custodians. Certification Details Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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TAR Project Discrepancies Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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TAR Project Score Distribution Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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TAR Project Summary Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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TAR Validation Details Report |
The user will have access to this report in ADD Reports |
These permissions are for ADD Reports and are not tied to Eclipse Expanders Reports |
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Case Setup |
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Expanders Case Administration |
The user will have access to Case Administration Expander |
Coding Forms; Enterprise Imaging; Export Sets; Index Management; Keyword Management; Persistent Highlighting; Pick Lists; Production Shield; Redaction Categories; Relationships; Review Pass Management; Tag Management; TAR Project Setup |
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Expanders Case Details |
The user will have access to Case Details Expander |
Case Alerts; Case Documents |
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Expanders Documents |
Allows User to access the DocumentIn eCapture, refers to an electronic file (letter, spreadsheet, slideshow, etc.) that can be discovered; or discovered and processed. Tab to left of window. |
DOCUMENTS Slider |
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Production |
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Delete Image |
The user will be able to delete images from a document or range of documents within Eclipse Admin |
Case Management |
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Export Sets |
The user will have access to Export Sets in Case Administration. If Production Sets permission is not enabled, then the user can only see non-production export sets. The user can still create an export or production set (even though Production Sets is not enabled) |
Production Sets; Expanders Case Administration |
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Production Sets |
Export Sets permission is required in order to view existing Production Sets. If Export Sets permission is enabled, then the user can see all export sets. |
Export Sets |
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Production Shield |
The user will have access to Production Shield Option in Case Administration |
Expanders Case Administration |
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Production Viewer |
The user will have access to the Production Tab in the Document Details window |
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Review |
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Add New Pick List Items |
The user will be able to add items to a pick list in the Edit Record window |
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Case Alerts |
The user will have access to Case Alerts in the Case Details Expander May be either short notices - typically used to notify users of unscheduled or unusual situations, or separate documents. |
Expanders Case Details, Case Management |
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Case Documents |
The user will have access to Case Documents in the Case Details Expander Any documents pertinent to a case that are not discovery documents may be provided here. May include detailed case alert information |
Expanders Case Details, Case Management |
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Create Tiff on the Fly |
The user will be able to create an image of the file selected. The image will be created based on the Native Viewer. The user must have rights to the Native Viewer in order create tiff on the fly |
Native Viewer |
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Documents Print |
The user will be able to print the file from the Native Viewer in the Document Details window |
Native Viewer |
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Enterprise Imaging |
The user will be able to send a batch of documents for imaging utilizing ADD enterprise workers |
Expanders Case Administration |
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Expanders Batches |
The user will have access to Batches Expander |
EXPAND BATCH LIST |
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The user will have access to the Extracted Text Tab in the Document Details window |
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Image Viewer |
The user will have access to the Image Viewer Tab in Document Details window |
REDACTIONS Slider; ANNOTATIONS Slider |
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Launch Native Files |
The user will be able download and open the selected file in its native application if installed on the user's workstation. The native can be opened by clicking on the icons in the Documents Review Table or in the Document Details Native Viewer |
DOCUMENTS Slider, Native Viewer |
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Modify Grid Display |
The user will be able to right click on the field headers in the Document Review Table and select Modify Grid Display. This will open the Modify Grid Display window where the user can choose which fields will be viewable in the Document Review Table |
DOCUMENTS Slider |
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Native Viewer |
The user will have access to the Native Viewer Tab in the Document Details window |
Launch Native Files |
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Tag Management |
The user will have access to the Tag Palette in the Case Administration Expander. The user will be able to edit and add new tags and tag groups |
Expanders Case Administration |
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Tags View Page Tags |
The user will be able to view Page Tags in Tags window |
TAGs Slider |
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DOCUMENTS Slider |
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View |
The user will be able to see the document review table, but will not be able to edit field values in the record view |
Expander Documents, Launch Native Files, Modify Grid Display |
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Edit |
The user will be able to see the document review table and be able to edit field values in the record view and edit tags in the Tag window when in Edit Mode |
Expander Documents, Launch Native Files, Modify Grid Display, TAGS Slider |
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TAGS Slider |
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View |
The user will be able to see the Document Tags in the Tags window. |
DOCUMENTS Slider |
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Edit |
The user will be able to modify the Tag Display in the Tags window |
DOCUMENTS Slider |
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Create |
The user will be able to modify the Tag Display and add Tags and Tag Groups from the Tags window |
DOCUMENTS Slider |
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Review Management |
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Batch Review Status |
The user will have access to Batch Review Status in the Case Details Expander See progress on all batches for a case, for a review pass, or an individual user. |
Expanders Case Details |
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Case Instructions |
The user will have access to Case Instructions in the Case Details Expander Intended for the following types of documents: • General procedures and information needed by users reviewing a case • Details specific to the batches in a particular review pass |
Expanders Case Details |
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Coding Forms |
The user will have access to Coding Forms in the Case Administration Expander. The user will be able to create new and edit/delete existing coding forms |
Expanders Case Administration |
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Persistent Highlighting |
The user will have access to Persistent Highlighting in the Case Administration Expander. The user will be able to create new and edit/delete existing Persistent Highlights |
Expanders Case Administration |
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Pick Lists |
The user will have access to Pick Lists in the Case Administration Expander. The user will be able to create new and edit/delete existing Pick Lists |
Expanders Case Administration |
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Redaction Categories |
The user will have access to Redaction Categories in the Case Administration Expander. The user will be able to create new and edit/delete existing Redaction Categories |
Expanders Case Administration |
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Redactions Modify/Delete Other Users |
Depending on the REDACTIONS Slider, the user will be able to either - edit redactions created by others - edit/delete redactions created by others |
REDACTIONS Slider; Image Viewer |
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Relationships |
The user will have access to Relationships in the Case Administration Expander. The user will be able to create new and edit/delete existing Relationships |
Expanders Case Administration |
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Review Pass Management |
The user will have access to Review Pass Management in the Case Administration Expander. The user will be able to create new and edit/delete existing Review Passes |
Expanders Case Administration |
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Tags Update Locked |
The user will have the ability to update Locked tag groups. |
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View Case Details |
The user will have access to view Case Details in Case Administration Expander |
Expanders Case Administration |
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EXPAND BATCH LIST |
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View |
The user will be able to view and check out batches |
Expanders Batches |
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Edit |
The user will be able to view and check out batches. The user can also assign a batch to specific user, set the priority and set the batch On Hold |
Expanders Batches |
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Split |
The user will be able to view, edit and split a batch into smaller sub-batches |
Expanders Batches |
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Delete |
The user will be able to view, edit, split and delete batches |
Expanders Batches |
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REDACTIONS |
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View |
The user will be able to view redactions in the Document Details Image Viewer |
Image Viewer |
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Edit |
The user will be able to edit redactions in the Document Details Image Viewer. The redaction button in the Image Viewer will be accessible. If a user only has Edit permissions, they only have rights to edit their own redactions. Enabling the Redactions Modify/Delete Other Users permission will allow the user to edit redactions created from others |
Redactions Modify/Delete Other Users; Image Viewer |
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Create |
The user will be able to create and edit redactions in the Document Details Image Viewer. The redaction button in the Image Viewer will be accessible. Enabling the Redactions Modify/Delete Other Users permission will allow the user to edit redactions created from others |
Redactions Modify/Delete Other Users; Image Viewer |
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Delete |
The user will be able to create, edit and delete redactions in the Document Details Image Viewer. Enabling the Redactions Modify/Delete Other Users permission will allow the user to edit and delete redactions created from others |
Redactions Modify/Delete Other Users; Image Viewer |
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SEARCH AND CULLING |
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Build Categories |
The user will be able to rebuild an analytics category by right clicking on a specific category and selecting Build Categories |
Expanders Analytics |
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Expanders Analytics |
The user will have access to Analytics Expander which includes Clusters and Categories |
Build Categories |
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Expanders Search |
Enable both Visual and Advanced Search Expander. This must be enabled for the user to use either Visual or Advanced Search |
SAVED SEARCHES Slider |
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Index Management |
The user will have access to Index Management in the Case Administration Expander. The user will be able to edit the dtSearch Index settings and execute a Full Build and Incremental Build on the dtSearch Index |
Expanders Case Administration |
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Keyword Management |
The user will have access to Keyword Management in the Case Administration Expander. The user will be able to create, edit and delete Keyword Lists. The user will also be able to schedule a Keyword List job |
Expanders Case Administration |
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Mass Edit |
The user will be able to mass edit (Search and Replace, Copy Field, or Overwrite Field) fields or tags |
Expanders Documents; Expanders Search |
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Mass Print Image |
The user will be able to batch print a subset of document images |
Expanders Documents; Expanders Search |
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Quick Search |
The user will have access to Quick Search. Quick Search is only available when in Expanders Documents |
Expanders Documents |
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TAR Project Setup |
The user will have access to TAR Project Setup in the Case Administration Expander. The user will be able to create, edit and delete TAR Projects |
Expanders Case Administration |
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Timeline |
The user will have access to the Timeline window. The user will be able to filter documents based on DOCUMENTDATE ranges. The Timeline is only available in the Expanders Documents or Expanders Search |
Expanders Documents; Expanders Search |
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SAVED SEARCHES SLIDER |
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View |
The user will be able to view and run existing saved searches |
Expanders Search |
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Edit |
The user will be able to view and edit saved searches |
Expanders Search |
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Create |
The user will be able to view, edit and create saved searches |
Expanders Search |
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Delete |
The user will be able to view edit, create and delete saved searches |
Expanders Search |
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SHARED FOLDERS SLIDER |
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View |
The user will be able to view the Shared Folder Saved Searches |
Expanders Search |
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Modify |
The user will be able to view and modify the Shared Folder Saved Searches. The user must also have equivalent permissions in the SAVED SEARCHES Slider |
Expanders Search |
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SMART FOLDERS SLIDER |
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View |
The user will be able to view existing Smart Folders |
DOCUMENTS Slider, Expanders Document |
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Build |
The user will be able to view and build existing Smart Folders |
DOCUMENTS Slider, Expanders Document |
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Edit |
The user will be able to view, build and edit existing Smart Folders |
DOCUMENTS Slider, Expanders Document |
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Create |
The user will be able to view, build, edit and create Smart Folders |
DOCUMENTS Slider, Expanders Document |
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Delete |
The user will be able to view, build, edit, create and delete Smart Folders |
DOCUMENTS Slider, Expanders Document |
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TRIAL PREP |
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Annotations Modify/Delete Other Users |
Depending on the ANNOTATIONS Slider, the user will be able to either - edit annotations created by others - edit/delete annotations created by others |
ANNOTATIONS Slider; Image Viewer |
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Transcript Viewer |
The user will have access to the Transcript Viewer Tab in Document Details window |
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ANNOTATIONS SLIDER |
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View |
The user will be able to view annotation in the Document Details Image Viewer |
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Edit |
The user will be able to edit annotations in the Document Details Image Viewer. The annotations button in the Image Viewer will be accessible. If a user only has Edit permissions, they only have rights to edit their own annotations. Enabling the Annotations Modify/Delete Other Users permission will allow the user to edit annotations created from others |
Annotations Modify/Delete Other Users; Image Viewer |
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Create |
The user will be able to create and edit annotations in the Document Details Image Viewer. The annotations button in the Image Viewer will be accessible. Enabling the Annotations Modify/Delete Other Users permission will allow the user to edit annotations created from others |
Annotations Modify/Delete Other Users; Image Viewer |
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Delete |
The user will be able to create, edit and delete annotations in the Document Details Image Viewer. Enabling the Annotations Modify/Delete Other Users permission will allow the user to edit and delete annotations created from others |
Annotations Modify/Delete Other Users; Image Viewer |