Groups Flashcards
(22 cards)
What is the purpose of groups in Relativity?
Groups are used to organize users and manage their permissions in Relativity.
Who are the members of the ‘Everyone’ group in Relativity?
All users are members of the Everyone group.
What permissions do System Administrators have in Relativity?
System admins can see every item, access all admin tabs, create/edit clients, matters, users, groups, and views.
True or False: System admins can edit locked scripts.
False.
What feature is enabled for all RelativityOne customers regarding security?
Relativity Lockbox.
What does the new Feature Permissions system in Relativity focus on?
It focuses on feature-based permissions instead of Object Types and Tab Visibility.
What is the required field when creating a new group in Relativity?
Name.
Fill in the blank: The group type field is _______ and displays categories such as System Admin, System Group, and Personal.
uneditable.
What optional fields can be used to record extra group information?
- Keywords
- Notes
What happens when you add or remove users from groups in Relativity?
A job is executed.
What is the first step to create a new group in Relativity?
Click your name in the upper right corner and then click Home.
How can you preview the security of a group in Relativity?
By using the Preview security option.
What is the process to add external users to a group?
Create a new client, create a new group, add users, and assign permissions.
What warning is displayed when a sys admin attempts to edit or copy permissions for any group in a client domain?
Modifying permissions may allow client domain users to modify items outside their tenancy.
What is the significance of the ‘client number’ field when creating a new client for external users?
It can either be the ‘client name’ value or a unique identifier.
What is the potential consequence of moving a group into a client domain?
The group may lose previously configured permissions.
What types of permissions can be managed at the feature level in Relativity?
- View
- Run
- Edit (locked scripts)
- Edit (unlocked scripts)
- Preview
- Write
- Link
True or False: The Errors tab will be permanently removed from RelativityOne in July 2025.
True.
What is the purpose of the ‘Add/Remove Groups’ option in workspace details?
To manage group access to the workspace.
What is the recommended practice for naming groups in Relativity?
Name each group according to their purpose and permission level.
Fill in the blank: The system group type includes categories such as _______ and Workspace Admin.
System Admin.
What is the final step after adding a user to a group?
Click Close on the message indicating the job submission.
