Clients Flashcards
(18 cards)
Who are clients in Relativity?
Clients are companies or organizations.
What is the first step to create a new client in Relativity?
Select the Clients tab and click New Client.
What should you do if you want to edit an existing client’s information?
Click Edit next to the client whose information you want to edit.
What appears after selecting New Client or Edit?
The New Client form appears.
What are the required fields on the Client Information form?
- Name
- Client Number
- Status
What is the character limit for the client’s name?
The name must be between 1 and 210 characters.
What is the character limit for the client number?
The client number must be between 1 and 50 characters.
What are the default options for the client’s status?
- active
- inactive
Can you convert an existing client to a client domain?
No, you cannot convert an existing client to a client domain.
How can you request a new client domain?
Submit a RelativityOne request via the Community site.
What is the estimated time for the client domain creation process?
The process takes 3 business days.
What does the system create automatically after client domains are enabled?
- A new Everyone - [Client’s Name] group
- A unique copy of all resource pools
- A client domain admin group
What should you not assign as the workspace administrator group in a client domain?
The Everyone - [Client’s Name] group.
What happens to users when client domains are enabled?
Users whose client field is set to the client domain are added to the client domain everyone group.
What happens to non-client domain users if they have permissions to see a client domain’s workspace?
They can still access client domain items.
What is included in the Billing statistics reports after enabling client domains?
- Client Domain Name
- Client Domain Artifact ID
What caution should system administrators take after enabling client domains?
They should thoroughly investigate the potential impact to client domain separation before implementing any new group/permission changes.
Fill in the blank: The status value is used to _______ and display lists of clients using Relativity views.
[organize]
