View, Edit, or Remove Permissions for Cases on a Group

Permissions may be viewed/edited/removed for cases on a group.

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

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

  3. Under Security Groups, locate the desired security group and click to display the menu.

  4. Choose View Case Permissions. The Permissions Template page appears and lists the Cases assigned for the selected group in step 3.

  5. Repeat steps 1 through 4 and do one of the following:

    • To view the permissions, click the desired case. The Permissions Summary page appears to the right of the cases.

    • To edit the permissions for a case, click the desired case. The Permissions Summary page appears and displays the current permissions for the case. Click . The Current Permissions box appears under Templates as shown in the following figure.


  6. Do one of the following:

    • Edit the current permissions as described in Work with Permissions Templates. Click to update the permissions for the case.

    • Click another template to displays its permissions; and if necessary, edit the default permissions for that template as described in Work with Permissions Templates or click to update the permissions as presented for the case.

    • To remove the permissions for the desired case, click it. Click located to the right of the case name. A prompt appears indicating all the permissions for the selected case will be removed for the group. (Note: This is the group selected in step 3.) Click OK.