Assigning roles and privileges to user accounts
The Management Console has the following primary roles:
-
Account: This role is assigned to user accounts by default when they are created in the Management Console. You can assign built-in or custom roles to these user accounts as needed. If a reviewer or administrator needs to be switched to an individual user account, you can change their existing Reviewer or Administrator role to the user account.
-
Reviewer: This role is assigned to a user account to grant the following privileges to the user to access Arctera eDiscovery and manage cases. These privileges apply at the case level.
-
Manage Review Status: User can add/edit Case Review Status.
-
Manage Case Status: User can add, remove and modify Case Status.
-
Manage Saved Searches: User can make changes to saved searches added under Case.
-
Review Email: Assign review status to email.
-
View Case logs and Reports: User can view logs and save reports.
-
Manage Reviewers: User can manage reviewers/paralegal.
-
Department Reviewers: User will act like an eDiscovery reviewer, but their purview will be restricted to assigned departments.
-
See Assigning the reviewer role and privileges to an archive account. and See Importing multiple user accounts for monitoring.
-
Administrator: This role provides administration-level permissions and privileges to user accounts. The available built-in and custom roles can be assigned to the user account.