Reveal Review Permissions Administration
Teams Work Product Access | Roles + Role Groups Feature/Functionality Access |
---|---|
Assignment Batches | Document/Folder Access |
Field Profiles | Brainspace/Reveal AI Access |
Tag Profiles | Report Access |
Redaction Profiles | Redaction Access |
Wordlist Highlights | Bulk Actions |
Reveal access and feature permissions are set under Project Admin > Permissions. That is where users may be assigned to Teams, which are used to provide access to assignments, profiles and wordlists. Users are also assigned to Role Groups which are mapped to similarly-titled Roles for the purpose of directly managing access to Review features and functions.
Role | Description |
---|---|
Administrator | All permissions, including deleting documents, assigning and managing user permissions. |
Client Administrator | All permissions, except those related to managing user permissions and deleting documents. |
Power Reviewer | Reviewer permissions, plus all documents view, my views, quick entities, power search, bulk tagging, and public item management. |
Reviewer | Basic reviewer options, plus redaction and bulk tagging of related documents. |
The table below sets out default permissions which are defined for each role. In Project Admin > Permissions, select the Roles section. Select the role to be examined or modified and choose Assign Permissions from the menu at the top of the main window. The depending upon which role is selected, the screen will look like this:
The items with an arrow (>) are section and subsection headers. For example, in the image above Review is a section header and Search is a subsection header under Review. Where the header checkbox contains a dash [-], there are some items below that are checked (enabled) and some that are unchecked (disabled). Where the header checkbox is checked, as in Reports in the above illustration, all items below are enabled. Where the header checkbox is unchecked, all items below are disabled. Headers are indicated in the table below by a black box for Description. All default “enabled” settings are indicated with an X box for each role and permission.
Permission | Description | Reviewer | Power Reviewer | Client Administrator | Administrator |
---|---|---|---|---|---|
Admin | - | X | |||
Admin Brainspace | Ability to setup Brainspace in Project Admin | X | |||
Admin Reveal AI | Ability to setup Reveal AI in Project Admin | X | |||
Manage Case Archives | Ability to create and manage case archives and case exports | X | |||
Manage Imaging Templates | Create and manage saved imaging settings for document types | X | X | ||
Manage Templates | Create and manage slipsheet and imaging templates | X | X | ||
Upload Data | Ability to add documents to project using the data upload page | X | |||
Manage Permissions | Add or remove Role permissions and User team and role group membership in Project Admin | X | |||
Manage Assignments | Organize auto batch and custom review assignments | X | X | ||
Manage Fields | Add and modify fields, assign and order in field profiles | X | X | ||
Manage Tags | Create, modify and assign project tags and tag profiles | X | X | ||
Manage Wordlists | Enables Wordlists administration and Hit Reports generation in Project Admin | X | X | ||
Manage Indexing | Controls access to the full text indexing tab in Project Admin | X | |||
Manage Productions | Enable users to create, review and export production jobs in Project Admin | X | X | ||
Manage Settings | Controls access to the project default Settings tab in Project Admin | X | X | ||
Manage Redactions | Create and assign Redaction options | X | |||
Reports | X | X | X | X | |
View Reports | Controls access to reports from navigation menu | X | X | X | X |
Review | - | - | - | X | |
Append to Lists | Allows adding of values to a field picklist from document review page | X | X | ||
Access Brainspace | Ability to access Brainspace tag | X | |||
Access Reveal AI | Ability to access Reveal AI | X | X | ||
Allow HTML/Text View | Ability to open the HTML/Text view of the native in the document review page | X | X | X | X |
Allow Image View | Ability to open the image view of the document in the review screen | X | X | X | X |
Annotate | Ability to annotate document images (sticky notes, text boxes, highlighting, etc.) | X | X | X | X |
Auto Tag Type Select | Set defaults for areas to include for related document tagging | X | X | X | X |
Bulk OCR Documents | Ability to generate text from document images for a searchable text set | X | |||
Bulk Update Fields | Ability to update designated fields with specified values for multiple selected documents | X | |||
Customize Form | Gives reviewers the ability to reorganize panes in the document review page | X | X | ||
Download Documents | Ability to directly download native documents from the document review page | X | X | X | X |
Email Documents | Ability to email copies of native documents from the document review page | X | X | X | X |
Export Documents | Ability to export selected sets of assigned documents | X | X | X | X |
Impersonate User | Ability to impersonate another user | X | X | ||
Manage Jobs From Any User | Ability to view and manage jobs made by any user with project access | X | X | X | |
Manage My Work Folders | Ability of user to manage sharing of own folders | X | X | X | X |
Print Documents | Ability to print assigned documents from the document review page | X | X | X | X |
Redact | Ability to redact document images in the document review page | X | X | X | X |
Sample Documents | Ability to generate a sampling of documents | X | X | X | |
Self-Assign Documents | Allows users to assign documents from the pool to themselves | X | X | X | X |
Tiff On The Fly | Ability to generate tiff images of documents from document review page | X | X | X | X |
Manage Team Documents | Enables ability to add and manage project-related documents in Team Documents | X | X | ||
| - | - | - | ||
Bulk Label Images | Ability to run image labeling jobs | X | |||
Bulk Transcribe AV Documents | Ability to run transcription jobs | X | |||
Bulk Translate Documents | Ability to run translation jobs | X | |||
Delete Documents | Allowed to mark documents for deletion | X | |||
Delete Documents Confirm | Allowed to confirm documents for deletion | X | |||
Ignore Required Tags | Permits administrative review navigation without tag requirements | X | |||
Manage Admin Folder | Affords access to Admin Views folder to manage Tags, Work Folders, Searches and other items | X | X | X | |
Manage Clusters | Access and configure clustering | X | X | ||
Manage Document Folders | View and utilize document folders | X | |||
Manage Document Lock-down | Ability to control what documents tags are locked down | X | X | ||
Manage Document Security | Ability to control access to specific documents if Document Level Security option is utilized | X | |||
Manage Searches | Ability to create and organize saved searches | ||||
Manage Shared Work Folders | Assigns ability to configure work folder permissions | X | X | X | |
| - | - | - | X | |
Allow All Field/Tag Access For Search | Overrides field and tag security for advanced search drop-downs and pick lists | X | |||
Manage Search Security | Designate shared access to saved searches | X | X | X | |
Power Search | Allows access to search across all documents in the project | X | X | X | |
Save Searches | Allows saving searches | X | X | X | X |
Search | Allows searching within documents assigned to the user | X | X | X | X |
View Saved Searches | Able to view and execute saved secured searches | X | X | X | X |
| - | - | - | X | |
Change Tag Profile | Allows user to move between tag profiles | X | X | ||
Bulk Tag Documents | Enables tagging and foldering of selected sets of documents | X | X | X | |
Bulk Tag Duplicates | Enables bulk tagging of exact duplicates of the current reviewed document | X | X | X | X |
Bulk Tag Email Threads | Enables bulk tagging of documents by thread for the current reviewed document | X | X | X | X |
Bulk Tag Family Members | Enables bulk tagging of documents by family of current reviewed document | X | X | X | X |
Bulk Tag Near Duplicates | Enables bulk tagging of near duplicate group for the current reviewed document | X | X | X | X |
Bulk Tag Work Folder Documents | Allows bulk tagging of documents into work folders | X | X | X | |
Create Tags During Review | Allows tags to be created from document review mode | X | |||
Tag Documents | Allows tagging of assigned documents | X | X | X | X |
| - | - | X | X | |
All Documents View | Allows access to all documents view | X | X | X | |
Review Documents | Allows examination of assigned documents | X | X | X | X |
View Clusters | Allows viewing of defined cluster sets | X | X | X | |
View Document Folders | Allows access to view document folders | X | X | X | |
View Document History | Access document history under Review | X | X | X | X |
View Document Notes | Allows viewing of document notes | X | X | X | X |
View Empty My Assignment Folder | Able to view personal My Assignments folder even if user has no assigned docs | X | X | X | X |
View Entities | Allows viewing of created entities | X | X | X | |
View My Searches | Allows access to My Searches in folder view | X | X | X | X |
View Related Documents | Enables viewing of related documents from document review page | X | |||
View Work Folders | Enables viewing of Work Folders from the folder view | X | X | X | X |
Redaction | |||||
Manage Redaction Folders | Ability to manage access to and usage of redaction folders | ||||
View Redaction Folders | Ability to view and use redaction folders | ||||
Transcripts | X | ||||
Manage Transcripts | Ability to add, specify and process transcript jobs | X | |||
Review Transcripts | Ability to review transcripts | X | |||
View Transcript Folders | Ability to view transcript folders | X |