The permissions matrices outline the default permissions defined for each role. For information on how to edit default permissions, see Assign Permissions.
Note
By default, the Administrator role has all permissions, any of which can be adjusted. Company and Instance Admins also have all permissions, but they are non-configurable.
Permissions matrices
Expand and collapse the accordions to view permissions by folder.
Admin
Permissions related to project administration.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Access AI Studio | Customize AI Models. | ✓ | ||||
Admin Brainspace | Ability to set up Brainspace in Project Admin. | ✓ | ||||
Admin Reveal AI | Ability to set up Reveal AI in Project Admin. | ✓ | ||||
Assign Documents | Batch and assign review documents. | ✓ | ✓ | |||
Copy Project Settings | Replicate project configuration. | ✓ | ||||
Delete Documents | Remove documents from the project. | ✓ | ||||
Delete Documents Confirm | Final approval over document deletion. | ✓ | ||||
Manage Case Archives | Create and manage case archives and case exports. | ✓ | ✓ | |||
Manage Fields | Add and modify fields, and assign or order fields in field profiles. | ✓ | ✓ | |||
Manage Imaging Templates | Create and manage saved imaging settings for document types. | ✓ | ||||
Manage Indexing | Control access to the Full Text Indexing tab in Project Admin. | ✓ | ||||
Manage Numbering | Configure advanced production numbering. | ✓ | ||||
Manage Permissions | Add or remove role permissions, and edit user team and role group membership in Project Admin. | ✓ | ||||
Manage Productions | Create, review, and export production jobs in Project Admin. | ✓ | ✓ | |||
Manage Public Searches | Create and organize saved searches. | ✓ | ✓ | ✓ | ||
Manage Redactions | Create and assign Redaction options. | ✓ | ||||
Manage Settings | Access the Project Default Settings tab in Project Admin. | ✓ | ✓ | |||
Manage Shared Work Folders | Configure work folder permissions. | ✓ | ✓ | ✓ | ||
Manage Tags | Administer tag creation, rules, profiles, and assignments. | ✓ | ✓ | |||
Manage Templates | Create and manage slipsheet and imaging templates. | ✓ | ||||
Manage Wordlists | Administer Wordlists and generate Hit Reports in Project Admin. | ✓ | ✓ | |||
Upload Data | Add documents to the project. | ✓ | ✓ |
Analytics Administration
Permissions related to GenAI use for Reveal’s Ask and aji features.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Ask AI | Enable semantic search. | ✓ | ||||
Edit Persona Aliases | Select email addresses and labels associated with any communicator. | ✓ | ||||
Manage Generative AI Review | Create and edit aji Workflows (project overview, definitions, context), and view the results of a Calibration, GenAI, or Hybrid GenAI Review. | ✓ | ||||
Run Generative AI Review | Start a Calibration, GenAI, or Hybrid GenAI Review. | ✓ | ||||
View Generative AI Review Results | View aji Ratings, reasonings, and citations in Document Viewer and Document Preview. | ✓ | ✓ |
Folders
Permissions related to folder visibility and management.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Manage My Work Folders | Manage one’s own Work Folders. | ✓ | ✓ | ✓ | ✓ | |
View Public Folders | See all shared folder content. | ✓ | ✓ | ✓ | ✓ |
Processing
Permissions related to processing and Early Case Assessment.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Manage Processing Settings | Configure import processing. | ✓ | ||||
Process Data | Run import processing. | ✓ | ✓ | |||
View Processing | View import processing. | ✓ | ✓ |
Reports
Permissions related to Reports access.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
View Reports | Access the Reports screen from the leftmost navigation sidebar. | ✓ | ✓ | ✓ | ✓ |
Review
Permissions related to the document review process. Includes the subfolders Admin, Search, Tag Documents, and View Documents, which contain their own Review-related permissions.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Access Brainspace | Access Brainspace tag. | ✓ | ||||
Access Reveal AI Library | Access Reveal AI Model Library. | ✓ | ||||
Admin subfolder | See the Admin subfolder accordion. | |||||
All Documents View | Access All Documents view. | ✓ | ✓ | ✓ | ||
Allow HTML/Text View | Open a native’s HTML/Text View in the document review page. | ✓ | ✓ | ✓ | ✓ | |
Allow Image View | Open a document’s Image View in the review screen. | ✓ | ✓ | ✓ | ✓ | ✓ |
Annotate | Annotate document images (sticky notes, text boxes, highlighting, etc.). | ✓ | ✓ | ✓ | ✓ | |
Append to Lists | Add values to a field picklist from the Document Review page. | ✓ | ✓ | |||
Auto Tag Type Select | Set default areas to include for related document tagging. | ✓ | ✓ | ✓ | ✓ | |
Bulk OCR Documents | Generate text from document images for a searchable text set. | ✓ | ||||
Bulk Update Documents | Tag, folder, and update selected document sets. | ✓ | ✓ | ✓ | ||
Bulk Update Duplicates | Bulk update exact duplicates of the current reviewed document. | ✓ | ✓ | ✓ | ✓ | |
Bulk Update Email Threads | Bulk update documents by thread for the current reviewed document. | ✓ | ✓ | ✓ | ✓ | |
Bulk Update Family Members | Bulk update documents by family of the current reviewed document. | ✓ | ✓ | ✓ | ✓ | |
Bulk Update Fields | Update designated fields with specified values for multiple selected documents. | ✓ | ||||
Bulk Update Near Duplicates | Bulk update near-duplicate group for the current reviewed document. | ✓ | ✓ | ✓ | ✓ | |
Checkout AI queue documents | Access and check out AI batches for supervised learning. | ✓ | ||||
Customize Form | Reorganize panes in the Document Review page. | ✓ | ✓ | |||
Download Documents | Directly download native documents from the Document Review page. | ✓ | ✓ | ✓ | ✓ | |
Email Documents | Email copies of native documents from the Document Review page. | ✓ | ✓ | ✓ | ✓ | |
Export Documents | Export selected sets of assigned documents. | ✓ | ✓ | ✓ | ✓ | |
Manage Admin Folder | Access the Admin Views folder to manage tags, work folders, searches, and other items. | ✓ | ✓ | ✓ | ||
Manage Clusters | Access and configure clustering. | ✓ | ✓ | |||
Manage Document Lock-down | Control selective lock-down of document coding. | ✓ | ✓ | |||
Manage Jobs From Any User | View and manage jobs made by any user with project access. | ✓ | ||||
Print Documents | Print assigned documents from the Document Review page. | ✓ | ✓ | ✓ | ✓ | |
Redact | Redact document images in the Document Review page. | ✓ | ✓ | ✓ | ✓ | |
Review Documents | Examine assigned documents. | ✓ | ✓ | ✓ | ✓ | |
Sample Documents | Generate a sampling of documents. | ✓ | ||||
Search subfolder | See the Search subfolder accordion. | |||||
Self-Assign Documents | Assign documents from the pool to oneself. | ✓ | ✓ | ✓ | ✓ | |
Tag Documents subfolder | See the Tag Documents subfolder accordion. | |||||
Tiff On The Fly | Generate tiff images of documents from Document Review page. | ✓ | ✓ | ✓ | ✓ | |
Update Documents | Tag assigned documents. | ✓ | ✓ | ✓ | ✓ | |
View Clusters | View defined cluster sets. | ✓ | ✓ | ✓ | ||
View Document History | Access document history under Review. | ✓ | ✓ | ✓ | ✓ | |
View Document Notes | View document notes. | ✓ | ✓ | ✓ | ✓ | |
View Documents subfolder | See the View Documents subfolder accordion. | |||||
Review > Admin
Permissions related to review administration.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Bulk Image Documents | Generate images from batches of documents. | ✓ | ||||
Bulk Label Images | Run image labeling jobs. | ✓ | ||||
Bulk Transcribe AV Documents | Run transcription jobs. | ✓ | ||||
Bulk Translate Documents | Run translation jobs. | ✓ | ||||
Ignore Required Tags | Permits administrative review navigation without tag requirements. | ✓ | ||||
Index Documents | Generate search indexes for documents added to the project. | ✓ | ||||
Manage Assignment Batches For Other Users | Access the Admin Views folder to manage Assignments for other project users. | ✓ | ✓ | |||
Manage Assignment Folders View | Manage pool and direct assignments. | ✓ | ✓ | ✓ | ✓ | |
Manage Document Folders | View and utilize document folders. | ✓ | ||||
Manage Document Security | Control access to specific documents if Document Level Security option is utilized. | ✓ | ||||
Manage Searches | Create and organize saved searches. | ✓ |
Review > Search
Permissions related to searching.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
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 the Default profiles if a user has no team assignment. | ✓ | ✓ | ✓ | ||
View Saved Searches | View and execute saved secured searches. | ✓ | ✓ | ✓ | ✓ |
Review > Tag Documents
Permissions related to document tagging.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Bulk Update Work Folder Documents | Bulk tag documents into work folders. | ✓ | ✓ | ✓ | ||
Change Tag Profile | Move between tag profiles. | ✓ | ✓ | |||
Create Tags During Review | Create tags from document review mode. | ✓ |
Review > View Documents
Permissions related to document and folder access.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
View Document Folders | Provides visibility to document folders. | ✓ | ✓ | ✓ | ||
View Empty My Assignment Folder | View personal “My Assignments” folder, even if the user has no assigned docs. | ✓ | ✓ | ✓ | ✓ | |
View My Searches | Access Searches in folder view. | ✓ | ✓ | ✓ | ✓ | |
View Related Documents | View related documents from document review page. | ✓ | ✓ | ✓ | ✓ |
Search
Permissions related to saved searches.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Save Searches | Create a saved search. | ✓ | ✓ | ✓ | ✓ |
Transcripts
Permissions related to creating and viewing Transcript jobs.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Manage Transcripts | Add, specify, and process transcript jobs. | ✓ | ||||
Review Transcripts | Review transcripts. | ✓ | ||||
View Transcript Folders | View transcript folders. | ✓ |
Visual Analytics
Permissions regarding access to Reveal’s visual analytics features.
Permission | Description | Review- er | Process- ing User | Power Review- er | Client Adminis- trator | Adminis- trator |
|---|---|---|---|---|---|---|
Manage AI | Create and manage classifier models. | ✓ | ✓ | |||
View Cluster Wheel | View and use cluster analytics and focus. | ✓ | ✓ | ✓ | ||
View Communications Graph | View and use communications map. | ✓ | ✓ | |||
View Dashboard | View and use project central graphic display. | ✓ | ✓ | ✓ | ||
View Heatmap | View and use map of term matrix activity. | ✓ | ✓ | ✓ |