Permissions Administration

Work Product Access

Feature/Functionality Access

Assignment Batches

Document/Folder Access

Field Profiles

Brainspace/AI Access

Tag Profiles

Report Access

Redaction Profiles

Redaction Access

Wordlist Highlights

Bulk Actions

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.

Processing User

Permission to upload data, view processing, and process data.

Reviewer

Basic reviewer options, plus redaction, and bulk tagging of related documents.

Permission

Description

Reviewer

Processing User

Power Reviewer

Client Administrator

Administrator

Admin

-

-

X

Access AI Studio

Ability customize AI Models

X

Admin Brainspace

Ability to setup Brainspace in Project Admin

X

Admin Reveal AI

Ability to setup Reveal AI in Project Admin

X

Assign Documents

Ability to batch and assign review documents

X

X

Copy Project Settings

Replicate project configuration

X

Delete Documents

Permission to remove documents from the project

X

Delete Documents Confirm

Final approval over document deletion

X

Manage Case Archives

Ability to create and manage case archives and case exports

X

Manage Fields

Add and modify fields, assign and order in field profiles

X

X

Manage Imaging Templates

Create and manage saved imaging settings for document types

X

Manage Indexing

Controls access to the full text indexing tab in Project Admin

X

Manage Numbering

Add ability to configure advanced production numbering

X

Manage Permissions

Add or remove Role permissions and User team and role group membership in Project Admin

X

Manage Productions

Enable users to create, review and export production jobs in Project Admin

X

X

Manage Public Searches

Ability to create and organize saved searches

X

X

X

Manage Redactions

Create and assign Redaction options

X

Manage Settings

Controls access to the project default Settings tab in Project Admin

X

X

Manage Shared Work Folders

Assigns ability to configure work folder permissions

X

X

X

Manage Tags

Administer tag creation, rules, profiles and assignments

X

X

Manage Templates

Create and manage slipsheet and imaging templates

X

Manage Wordlists

Enables Wordlists administration and Hit Reports generation in Project Admin

X

X

Upload Data

Permission to add documents to project

X

X

Analytics Administration

-

Ask AI

Enable semantic search

Edit Persona Aliases

Enables selection of email addresses and labels associated with any communicator

X

Folders

X

X

X

X

Manage My Work Folders

Enables management of user's own Work Folders

X

X

X

X

View Public Folders

Ability to see all shared folder content

X

X

X

X

Processing

-

X

Manage Processing Settings

Configure import processing

X

Process Data

Run import processing

X

X

View Processing

View import processing

X

X

X

Project Management

-

X

Manage Documents

X

X

Reports

-

-

-

X

View Reports

Controls access to reports from navigation menu

X

X

X

X

Review

-

-

-

X

Access Brainspace

Ability to access Brainspace tag

X

Access Reveal AI Library

Ability to access Reveal AI Model Library

X

• Admin Subsection

See below

All Documents View

Allows access to all documents view

X

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

Append to Lists

Allows adding of values to a field picklist from document review page

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 Documents

Enables tagging, foldering, and updating of selected sets of documents

X

X

X

Bulk Update Duplicates

Enables bulk updating of exact duplicates of the current reviewed document

X

X

X

X

Bulk Update Email Threads

Enables bulk updating of documents by thread for the current reviewed document

X

X

X

X

Bulk Update Family Members

Enables bulk updating of documents by family of current reviewed document

X

X

X

X

Bulk Update Fields

Ability to update designated fields with specified values for multiple selected documents

X

Bulk Update Near Duplicates

Enables bulk updating of near duplicate group for the current reviewed document

X

X

X

X

Checkout AI queue documents

Access and check out AI batches for supervised learning

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

Enable My Views

{feature deprecated}

Turn on display of folder collecting user work product

X

Export Documents

Ability to export selected sets of assigned documents

X

X

X

X

Impersonate User

{projected feature}

Ability to impersonate another user

X

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 Lock-down

Ability to control selective lock-down of document coding.

X

X

Manage Jobs From Any User

Ability to view and manage jobs made by any user with project access

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

Review Documents

Allows examination of assigned documents

X

X

X

X

Sample Documents

Ability to generate a sampling of documents

X

• Search Subsection

See below

Self-Assign Documents

Allows users to assign documents from the pool to themselves

X

X

X

X

• Tag Documents Subsection

See below

Tiff On The Fly

Ability to generate tiff images of documents from document review page

X

X

X

X

Update Documents

Allows tagging of assigned documents

X

X

X

X

View Clusters

Allows viewing of defined cluster sets

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

• Admin

X

Bulk Image Documents

Generate images from batches of 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

Ignore Required Tags

Permits administrative review navigation without tag requirements

X

Index Documents

Permits generating search indexes for documents added to the project

X

Manage Assignment Batches For Other Users

Affords access to Admin Views folder to manage Assignments for other project users

X

Manage Assignment Folders View

Manage pool and direct assignments

X

Manage Document Folders

View and utilize document folders

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

X

• Search

-

-

X

X

Allow All Field/Tag Access For Search

Overrides field and tag security for advanced search drop-downs and pick lists. Without this permission, search and data visualizations will be limited to fields and tags that exist in profiles assigned to a user’s teams, or if not assigned to a team, to the Default profiles.

X

X

View Saved Searches

Able to view and execute saved secured searches

X

X

X

X

• Tag Documents

-

-

X

Bulk Update Work Folder Documents

Allows bulk tagging of documents into work folders

X

X

X

Change Tag Profile

Allows user to move between tag profiles

X

X

Create Tags During Review

Allows tags to be created from document review mode

X

• View Documents

-

-

X

X

View Document Folders

Allows access to view document folders

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 My Searches

Allows access to Searches in folder view

X

X

X

X

View Related Documents

Enables viewing of related documents from document review page

X

Search

X

X

X

Save Searches

Allows saving searches

X

X

X

X

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

Visual Analytics

-

X

Manage AI

Create and manage classifier models

X

View Cluster Wheel

View and use cluster analytics and focus

X

View Communications Graph

View and use communications map

X

View Dashboard

View and use project central graphic display

X

View Heatmap

View and use map of term matrix activity

X

X