RCA

Question 1

A company, organization, or person involved in a legal dispute.
Associated with users, matters, groups, and workspaces.
Can also be associated with one or more matters.

Answer 1

Client

Question 2

Case, dispute, or consulting instance brought forth by a client.
Can be associated with one or more workspaces.

Answer 2

Matters

Question 3

A data repository used to store, display, search, organize, and categorize documents related to a specific matter.
The template used to create a workspace determines the default configurations—this can greatly reduce the time needed to build and customize it.

Answer 3

Workspace

Question 4

Users are individuals who have access to the Relativity environment.
You create users and add them to groups, which are then associated with workspaces.
Users are also directly associated to clients.

Answer 4

Users

Question 5

Allow you to organize users in Relativity.
A user can be a member of one or more groups.
You can grant groups permission to view admin tabs from Home.
You can also add groups to workspaces and set permissions per group on a workspace-by-workspace basis.

Answer 5

Groups

Question 6

Database tables that connect together to extend functionality by storing data and making efficient use of its organization.

Answer 6

Objects

Question 7

Objects that come with Relativity applications by default. They are predefined objects that either load during installation or Relativity automatically creates during a process.

Answer 7

System Objects

Question 8

Objects you define—typically to help process and organize data. You can create RDOs from home as well as from a workspace.

Answer 8

Relativity Dynamic Objects (RDOs)

Question 9

Comprehensive admin-level permissions

Answer 9

System Administrators

Question 10

Access to all workspaces in the instance, except those migrated through ARM or Migrate without proper mapping.

Answer 10

Admin Group

Question 11

System Admins can monitor basic information about your Relativity instance but also actively apply and edit security settings.

Answer 11

Instance Details Tab

Question 12

Displays all groups that have Admin Security access in Relativity.

Answer 12

Groups tab - Instance Permissions Window

Question 13

Grant admin permissions to Relativity objects.

Answer 13

Object Security tab - Instance Permissions Window

Question 14

Grant a group permission to view admin tabs.

Answer 14

Tab Visibility tab - Instance Permissions Window

Question 15

Grant admin action permissions to particular groups.

Answer 15

Admin Operations tab - Instance Permissions Window

Question 16

Unlike System Admins, can only administer inside the workspace.

Answer 16

Workspace Administrators

Question 17

Control the objects within your workspace. A workspace admin has full control over all objects within the workspace, but members of the group do not have the script permissions available only to system admins.

Answer 17

Workspace Details Tab

Question 18

In the Relativity Utilities System Section panel, administer object-level and item level security for the workspace.

Answer 18

Manage Workspace Permissions

Question 19

Allows multiple corporate clients access to a single RelativityOne instance. Provide the secure isolation of users, workspaces, groups, and matters for each client, enhancing efficiency and security.

Answer 19

Client Domains

Question 20

Provides heightened control over workspace data, preventing unauthorized access by Relativity System Admins while allowing authorized users access for legitimate purposes. This default-enabled feature ensures that even Relativity’s support and operations teams with administrative privileges cannot view workspace data without explicit permission.

Answer 20

Lockbox

Question 21

Secured across the instance or workspace. In these instances Individual items inherit their objects’ rights. For example, a group’s rights to an individual field are determined by the field’s rights across the workspace.

Answer 21

Object-level security

Question 22

Allow you to define what groups can view, edit, delete, or perform other actions on individual documents.
You can set permissions at a granular level to guarantee only authorized groups have access to specific documents.

Answer 22

Item-level security

Question 23

Manage the groups in your workspace. Here you can add or remove groups, view users within a group, edit their permissions, copy permissions from one group to another, and even preview what their workspace would look like if you were logged in under that group.

Answer 23

Workspace Security - Groups

Question 24

Permissions to take action on various object types in Relativity. Change the permissions of objects based on the group selected.

Answer 24

Workspace Security - Object Security

Question 25

Visibility to only those tabs that they actually need to access for their job

Answer 25

Workspace Security - Tab Visibility

Question 26

A catch-all that controls which browsers you can see, which mass actions you can do, and various other admin operations settings.

Answer 26

Workspace Security - Other Settings

Question 27

TRUE or FALSE - Individual users cannot be directly added to workspaces; instead, they are assigned to groups, which are then assigned to workspaces.

Answer 27

TRUE

Question 28

Store object information, document metadata, and coding choices within Relativity.

Answer 28

Fields