Assigning the reviewer role to an archive account

Last published : Apr 17, 2026
If your organization subscribes to Insight eDiscovery and Insight Personal Archive, you can assign the reviewer role to an archive account. The reviewer role includes an additional functionality of searching and reviewing an organization's data to respond to any discovery or investigation request.
To assign the reviewer role to an archive account
  1. In the left navigation pane, select Role Management>Assign Accounts.
  2. Search for and select the archive account to which you want to assign the administrator role. The Role Change page appears.
To search for the required archive account, you can use any of the following methods.
  • Enter the user name or email of the archive account in the search field, and click the Search icon.
  • In Advanced Search , enter the email, name, or role, and click Apply.
  • Select a role in the Roles section. The filtered options appears automatically.
  1. In the Roledrop-down, selectReviewer.
The Privilege field displays the following options.
  • Monitor All Accounts :
    • Select this option to allow the selected user account to view the archived messages of all other archive accounts. If you select this option, you do not need to complete the steps in the Accounts to Monitor section.
    • Clear this option to allow the selected user account to view the archived messages of specific archive accounts.
Upon clearing this option, the Accounts to Monitor section appears.
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Click Add/Remove Monitored Accountsand select the archive accounts that you want the reviewer to monitor. ClickSave.
If you want to import monitored accounts, click Import. See Assigning multiple archive accounts for monitoring.
  • eDiscovery Reviewer : This option is selected by default. When you define a user as a reviewer, this user gets access to the Insight eDiscovery application. The eDiscovery Reviewer Privileges section lists all the privileges for your reference. These privileges vary with the case levels. As an administrator, you can assign these privileges to the eDiscovery Reviewers to perform various actions while reviewing the cases.
  • Disable Preview Emails : Select this option to prevent the reviewer from previewing emails from other archive accounts.
  • Case Creation : Select this option to allow the reviewer to create cases in Insight eDiscovery.
  1. To set an expiry date for a reviewer's access to monitored accounts, clear the checkbox under Never Expires, then click theCalendaricon in theExpiration column and select the desired date.
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  2. If a previously added monitored account is no longer required, click the Delete icon in its row.
  3. Click Save.
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