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User Roles Permission Guide
- 23 Oct 2024
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User Roles Permission Guide
- Updated on 23 Oct 2024
- 2 Minutes to read
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The tools and tasks available to a user in Reveal Hold are prescribed by the Roles assigned to the user, and the permissions associated with that role. There are five Standard User Roles in Reveal Hold. Custom Roles can be developed by Admins extending or combining role permissions assigned to a user.
The tables below set out the Standard User Roles and a sample of popular Custom User Roles. In the following pages we will set out the permissions associated with Standard User Roles in detail.
Standard User Roles
User Role | Description |
LegalUser | Legal User is responsible for managing project and legal hold information. They have full access to the Project and Legal hold modules and limited access to admin modules. |
LegalAdmin | Legal Admin has the same rights as Legal User and is assigned to projects as a backup for legal users at the time of project creation. |
eDiscuser | They have full access to Data Management, Process Management, and Hosting but can only view project management and Notices. |
eDiscAdmin or eDiscManager | eDiscovery Admin is responsible for production set creation and assigning of production requests. They have full access to Data Management, Process Management, and Hosting but can only view project management and Notices. |
Admin | Admin is responsible for setting up user accounts, assigning user roles, and has full access to Admin modules. |
Custodian | Any user who are not part of the above roles , but have a valid SSO login will be assigned this role on login to allow access of the My holds screen. My holds is a custodian portal that allows acknowledging the legal hold notices assigned to logged in custodian. |
Major Custom User Roles
User Role | Description |
Project Approver | Case Approver can approve assigned cases and has access only to the Approval module. |
LegalApprovalUser | The legal approval user has access rights of a legal user with approval permission. |
Superuser | The Superuser has full access to all the modules. |
Outside Counsel | Outside Counsel will have limited access to the Ligl modules. They can create and edit interview notes in the legal hold module. |
Executive | Executive user have view access to the different modules along with legal hold approval permission. |
ERMG User | Enterprise Risk Management Group (ERMG) user has access rights of a LegalAdmin user with legal hold approval permission. |
Non Legal User | This is a very customized role which is created for the logged in users with valid SSO instead of custodian to allow access to My holds and Project. |
Non legal Reviewer | This is a very customized role to allow access to My holds and Project and Project approval of cases not created by self. |
Standard User Role Permission Details
User Role permissions are set out below in a matrix with Reveal Hold application modules.
Key | x = Full access | v = View access | [blank] = No access |
User Role | Project Management | Legal Hold Management | Data Management | Report Management |
LegalUser | x | x | x | |
LegalAdmin | x | x | x | |
eDiscuser | v | v | x | x |
eDiscAdmin or eDiscManager | v | v | x | x |
Admin |