Rename an Existing Permissions Template

Complete the following steps to rename 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. Click to activate the field to the right that displays the current name of the permission template.

  5. Enter a new permission template name.

  6. Click to save the new permission template name. The permission template button displays the new name.

     

Note: There are a number of default permissions templates include 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.