Assigning the Reviewer role to an account

Last published : Apr 17, 2026
To assign roles to an account you must be a System Administrator or have the Modify Privileges privilege.
To assign the Reviewer role to an account
  1. In Insight eDiscovery, click the profile icon available in the top-right corner of the application page and select Arctera Insight Management Console. The management console opens in a new browser window.
  2. Log on to the Arctera Insight Management Console as a System Administrator or with an account that has the Modify Privileges privilege.
  3. Under the Role Managementnode, selectAssign Accounts.
  4. From the list of accounts, select the required user.
  5. Select Reviewerfrom theRole drop-down menu.
  6. Do the following:
    • Select the Monitor All Accounts check box to allow the user to monitor all user accounts.
    • If required, select the Disable preview mail to prohibit the reviewer from viewing preview of email content.
    • Or click Add/Remove Monitored Accounts and select the accounts for this reviewer to monitor.
When you have selected the required accounts, click Updateand then clickCloseto close theAdd/Remove Monitored Accounts window.
In the Accounts to Monitorlist, if you want the reviewer privilege to expire for any account, clear the check box in theNever Expirescolumn for that account. Then in theExpirationcolumn, click theCalendar icon and select the date that you want the reviewer privilege to expire.
  1. Click Save to save the role changes for the account.
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