Security & Permissions Flashcards
(227 cards)
1
Q
What can you manage in Relativity regarding security?
A
Security levels for users, system admins, and individual objects like views, tabs, and fields
Security permissions can be assigned at the group level and previewed by impersonating a member of the group or a specific user.
2
Q
What happens if a user belongs to multiple security groups in Relativity?
A
They’ll receive the highest permissions from the combination of groups.
3
Q
When is it recommended to update security permissions for document folders?
A
During non-business hours to avoid delays in document review projects.
4
Q
What are the two primary levels of security for assigning permissions in Relativity?
A
Object-level and Item-level security.
5
Q
What are object-level permissions categorized into?
A
- Instance permissions
- Workspace permissions
6
Q
What do instance permissions control in Relativity?
A
Access to designated system admin objects.
7
Q
What are workspace permissions associated with?
A
User groups added to a particular workspace.
8
Q
What can you restrict using object-level security?
A
Entry to specific documents or items within the workspace.
9
Q
What are the types of permissions that can be set at the item level?
A
- None
- View
- Edit
- Delete
- Add
- Edit Security
10
Q
What does the ‘None’ permission indicate?
A
User does not have any access to the object.
11
Q
How does the system determine access to an item?
A
It first evaluates the workspace-level permission settings, then item-level permission settings.
12
Q
What are the two groups a user must be assigned to for full system administration access?
A
- System Administrators
- <Customer> Admin Group
</Customer>
13
Q
What does the Admin Security dialog allow you to access?
A
Permissions for system admin groups to limit or grant access.
14
Q
What is the significance of the ‘View Admin Repository’ permission?
A
It is essential for certain features and supported applications to operate correctly.
15
Q
What can the Group Permissions Report be used for?
A
To assess all permission settings applied to any group.
16
Q
What does the Tab Visibility setting control in Relativity?
A
Which tabs within the user interface are accessible to specific user groups.
17
Q
What is true about tab visibility settings?
A
They govern whether the tab is visible in the navigational menu but do not alter permission rights for objects.
18
Q
What happens if you grant tab visibility to a group without view permissions for the object?
A
Users can view the tab but cannot take action.
19
Q
What permissions can be altered from the Admin Operations tab?
A
- Access RelativityOne Staging Explorer
- Change Queue Priority
- Force Logout on User Status
- Manage Object Types
- Manage Cold Storage
- Send Message
- Use Quick Nav
- View Admin Repository
- View Audits
20
Q
What should you do if you need to modify secured tabs in Relativity?
A
Contact Relativity Support.
21
Q
What is the consequence of the Errors tab deprecation in 2025?
A
It will be hidden from all production instances and removed permanently.
22
Q
What does the ‘Manage Object Types’ permission allow?
A
To create new tabs for new object types and automatically gain permissions for newly created object types.
23
Q
What is the purpose of the Upload Application button?
A
Access to the button that uploads applications into workspaces.
24
Q
What does the Install button do in the Application Library Details?
A
Access to the Install button on the Application details screen.
25
When does the Upgrade button appear?
Only appears if an upgrade to the application is available.
26
What is the function of the Cancel button during installation?
This button only displays during installation.
27
What can you do with the Push to Library button?
Access to the Push to library button.
28
What actions are exclusive to System Administrators?
Perform Mass Operations on admin level objects, permanently delete or recover workspaces from the Recycle Bin, access to the Errors tab on the Admin level, manage group permissions within Instance details.
29
How can permissions be set in the system?
Based on features using the Features tab or by using granular settings on the Object Security tab, Tab Visibility tab, or Admin Operations tab.
30
What is the first step to access Admin security settings?
Click the Relativity logo in the upper left corner or navigate to Home with the user drop-down menu.
31
What does clicking 'Manage Permissions' allow you to do?
Edit instance permission settings from the Instance Details tab.
32
What does the Revert All button do?
Undo all unsaved toggle key changes.
33
What does the Group Management tab display?
All groups that have admin security privileges.
34
What can you do in the Group Management tab?
* View Users
* Edit Permissions
* Copy
* Preview
* Add/Remove Groups
35
Who is the only user able to grant membership into the System Administrators group?
A system admin.
36
What is the purpose of the Add/Remove Groups button?
Access the Add/Remove Groups window to manage group permissions.
37
What does the Features tab allow you to do?
Set permissions based on features in the system.
38
What happens when you enable a feature on the Features tab?
Its associated permissions are automatically enabled.
39
True or False: Adjusting individual permissions from the Features tab is possible.
False.
40
What are the primary sources of truth for granular permission settings?
The Object Security, Tab Visibility, and Admin Operations tabs.
41
What does disabling a feature on the Features tab do?
Disables its associated granular permissions.
42
What does the Object Security tab allow you to do?
Grant admin permissions to Relativity objects.
43
What permission settings can be applied in the Object Security tab?
* None
* View
* Edit
* Delete
* Add
* Edit Security
44
What is the purpose of the Tab Visibility tab?
Grant a group permission to view admin tabs.
45
What can you do with the Admin Operations tab?
Grant admin action permissions to particular groups.
46
What are the five categories of workspace permissions?
* Features
* Object security
* Tab visibility
* Browsers
* Mass operations
* Admin operations
47
What is required to edit the Matter object in a workspace?
Only System Administrators and Client Domain Administrators can make updates.
48
What is the significance of the Customer lockbox feature?
Relativity system admins must belong to a group within a workspace in addition to the System Administrators group to access and administer security.
49
What indicates a not applicable status in the system?
Clicking twice
50
Do all item-level rights apply to select objects?
No, not all item-level rights apply to select objects
51
What do some object permissions require for access?
Corresponding tab visibility or browser permission
52
What can a group with all item-level rights assigned for the Field object do?
Add, edit, delete, or edit security for fields with access to the Fields tab
53
What overrides Object-level security permissions?
Item-level security permissions
54
Who can update the Matter object once a workspace is created?
Only System Administrators and Client Domain Administrators
55
Can users with full permissions for Matters and Clients modify the Matter object?
No, they cannot modify this object unless they are System Administrators or Client Domain Administrators
56
What is an Alias in a Relativity workspace?
A textual representation of an author identified during the Analytics name normalization operation.
57
What does an Analytics Categorization Result display?
The results of an Analytics categorization set.
58
What is an Analytics Categorization Set?
A group of parameters used for gathering example documents that Analytics uses as the basis for identifying and grouping other conceptually-similar documents.
59
What is required to access Analytics categorization sets?
Access to the Analytics Categorization Set tab.
60
What does the Analytics Categorization Set Build History record?
The historical actions and changes made during the process of creating or updating a categorization set.
61
What defines the categories in Analytics?
An Analytics Category.
62
What is an Analytics Example?
A document that Analytics uses to run the Analytics set against to set a baseline.
63
What must be kept in sync with permissions on the Analytics Index object?
Search index permissions.
64
What is an Analytics Profile?
A group of parameters used for specifying an Analytics Index's dimensions, concept noise words, dtSearch noise words, and filter configurations.
65
What is an Audit Dashboard?
A visual display that provides an overview of audit-related information, including tracked activities, user actions, and system changes.
66
What does the Audit Workspace Setting define?
How audit-related activities and changes are tracked and recorded.
67
What is a Batch in the context of a Relativity workspace?
A group of documents assembled based on criteria that an admin sets and then assigns to a reviewer for review.
68
What is required to add batches in a Relativity workspace?
Access to the Batch Sets tab.
69
What is a Batch Set?
The set to which the batch belongs.
70
What is Batch Set Cleanup?
The process of removing or cleaning up residual data, jobs, or elements associated with batch sets.
71
What is a Catalog Field?
A field within a catalog that contains metadata or attributes associated with a specific item, document, or data entry.
72
What is a Choice in the context of coding fields?
A value applied to a single or multi-choice list field that allows reviewers to record decisions on a document.
73
What is a Cluster Set?
A set of clusters used in Analytics.
74
What does the Color Map object relate to?
Email thread visualization.
75
What is a Custom Page in a Relativity workspace?
A custom web page created to enhance the flexibility of application development.
76
What does Data Grid Audit track?
Changes made to data grid fields within a Relativity workspace.
77
What is the purpose of the Dashboard in Relativity?
A page configuration made up of widgets and item lists.
78
What is the function of the Document object in a workspace?
A record within a workspace.
79
What is a Domain in the context of email addresses?
The name of the business or organization on the internet, such as '@company.com'.
80
What is an Event Handler?
The name of the assembly that helps facilitate document review and other functions in Relativity.
81
What does a Field in Relativity represent?
The entity used to store document metadata and coding values.
82
What is a Filter Set?
A predefined set of criteria used to filter and narrow down data displayed in views and reports.
83
What is the purpose of a Folder in Relativity?
A container of documents arranged in a hierarchy.
84
What does Imaging Profile control?
The settings used to image a group of documents.
85
What is an Import/Export Job?
An automated task that facilitates the import or export of data between different instances or systems.
86
What is an Integration Point?
The entity created to configure data integrations from third-party systems to Relativity objects.
87
What is a Layout in a Relativity workspace?
The name of the web-based coding form for reviewing documents.
88
What does a Markup Set provide?
A securable set of annotations and redactions for applying text redactions to documents.
89
What is a Mass Operation?
Single actions performed on multiple documents or objects at the same time.
90
What is the role of the Native Type in Relativity?
A supported file type that can be imported and imaged.
91
What is an Object Rule?
Permits special or additional functions with user-configurable options.
92
What does OCR Language determine?
The language used to OCR files where text extraction isn't possible.
93
What is a Password Bank?
A password repository used to decrypt certain password-protected files.
94
What is a Persistent Highlight Set?
A reusable set of persistent highlight specifications for document review.
95
What does a PDF Profile define?
Settings and parameters for generating PDF documents.
96
What is a Persistent Highlight Set?
A reusable, transferable set of persistent highlight specifications to assist in document review
## Footnote
This feature allows reviewers to quickly apply consistent highlighting across documents.
97
Define Pivot Profile.
A saved, reusable group of pivot settings applied to pivots for quick case data analysis
## Footnote
Pivot profiles streamline the analysis process by allowing predefined settings.
98
What does the Quick Create Sets tab allow you to do?
Create multiple data sources, entities, and processing sets from a specific file structure based on a single object
## Footnote
This feature enhances efficiency by automating the creation of multiple related items.
99
What is a PDF Profile?
A configuration that defines settings and parameters for generating PDF documents including formatting, layout, and content options
## Footnote
Essential for ensuring consistent output when creating PDF documents.
100
What is a Processing Data Source?
All data sources associated with all processing sets in the workspace
## Footnote
This is crucial for managing the data used in processing operations.
101
What is a Processing Error?
A list of errors related to your processing job
## Footnote
Helps in diagnosing issues that arise during data processing.
102
What is a Processing Set?
An object to which you attach a processing profile and at least one data source to base a processing job on
## Footnote
This is fundamental for organizing processing tasks.
103
What does Production refer to in this context?
An application that prepares relevant and non-privileged documents for turnover to opposing counsel after review
## Footnote
This process is critical in legal contexts for sharing necessary documents.
104
What is a Production Data Source?
A saved set of parameters that Relativity uses when running a production
## Footnote
This ensures that productions are consistent and adhere to defined criteria.
105
What is a Placeholder?
Text or images included in a production as a placeholder for removed or forthcoming information
## Footnote
Useful for maintaining document integrity during the production process.
106
Define Queue Refresh Trigger.
A mechanism that initiates a process to update the review queue with the latest information
## Footnote
Important for ensuring that reviewers have access to the most current data.
107
What is a Relativity Application?
A customizable collection of Relativity objects that provides improved case and matter management
## Footnote
This feature enhances the usability and functionality of Relativity.
108
What is a Relativity Import Job?
An automated process used to import data from external sources into the system
## Footnote
Facilitates seamless integration of data for various purposes.
109
What is a Search Index?
Access to searching features such as dtSearch and other searches available from the Documents tab
## Footnote
Critical for the document review process to quickly locate information.
110
What does the Search Terms Report do?
Allows an admin to enter a list of terms or phrases and generate a report listing those words’ frequencies in a set of documents
## Footnote
Useful for analyzing the prevalence of specific terms in documents.
111
What is a Sentiment Analysis Job?
A task that analyzes text data to determine sentiment or emotional tone
## Footnote
Provides insights into the emotional context of text content.
112
What is a Structured Analytics Set?
A saved, reusable group of settings that Structured Analytics uses to optimize review time and improve coding consistency
## Footnote
Enhances the efficiency of document review processes.
113
What is a Workspace?
A securable document repository used to facilitate productions, witness testimony, and other documents for searches and organization
## Footnote
Provides a structured environment for managing case-related documents.
114
What does Tab Visibility control?
Lists all parent and child tabs to which you can grant groups access
## Footnote
Essential for managing user permissions and access to different functionalities.
115
What are Mass Operations?
Control which types of mass action rights the group can access, including custom mass operations
## Footnote
Important for managing bulk actions efficiently in the system.
116
Fill in the blank: A _______ is a machine learning model trained to make predictions or classifications.
Trained Model
117
True or False: A user can view the History tab if they have view access to the History tab but no permission to View All Audits.
False
118
What is the function of the 'Allow dtSearch Index Swap' permission?
Grants group members the ability to execute the Index Swap function from the dtSearch console.
119
What does the 'Allow Export' permission enable for group members?
Allows group members to export files through the export functionality found in Integration Points.
120
What is the purpose of the 'Allow Import' permission?
Grants group members the ability to import load files through import functionality found in Integration Points.
121
What does 'Assign Batches' permission allow?
Grants group members permissions to check out batches to other reviewers.
122
True or False: Groups without permission to add the Communication Analysis widget can still view it.
True.
123
What permission allows group members to force the deletion of an object?
'Delete Object Dependencies' permission.
124
What does the 'Email Thread Visualization' permission grant?
Grants group members permissions to access email thread visualization.
125
What is the function of the 'Export Dashboard' permission?
Grants group members permission to download a saved dashboard.
126
What can group members do with 'Manage Object Types' permission?
* Create a new tab for a new object type
* Automatically gain view, add, edit, delete, and secure permissions for all newly created object types
* Automatically gain tab visibility for newly created tabs
127
What does 'Modify System Keyboard Shortcuts' permission allow?
Grants group members permission to manage system keyboard shortcuts.
128
What does 'Override Production Restrictions' permission enable?
Grants group members permissions to override production restrictions on the Workspace Details page.
129
What is the purpose of 'Use Pivot/Chart' permission?
Grants group members permissions to use the Pivot grid and chart functions.
130
What does 'View All Audits' permission allow?
Grants group members permission to view the history of documents and workspace objects.
131
What does 'View Batch Pane' permission grant?
Grants group members permission to view batches associated with a document.
132
What does 'View Images Hidden for QC Review' permission allow?
Grants group members permission to view all images in an imaging set with a QC status set to hide images.
133
What does 'View User Status' permission grant?
Grants group members permissions to access the User Status tab.
134
What does 'View User's Personal Items' permission enable?
Grants group members permission to view another user's personal items.
135
What is the role of a Workspace Admin group?
A workspace admin has near-complete control over all objects within the workspace.
136
True or False: Workspace Administrators automatically inherit full system administrator privileges.
False.
137
How can a system admin designate a workspace admin group?
By selecting the group in the Workspace Admin Group field and clicking Ok.
138
What does the 'RelativityOne Lockbox' feature provide?
Greater control over workspace data and access, protecting sensitive information.
139
What is the impact of setting EnableRelativityLockbox to True?
Prevents all Relativity employees from accessing workspaces unless explicitly granted access.
140
What does the Lockbox Bypass report provide?
An audit trail of changes made to the EnableCustomerLockbox instance setting.
141
What happens when a member of Relativity staff is granted access to a customer workspace while Lockbox is enabled?
Members of the Security Notifications group receive an email notification.
142
What are the steps to set workspace permissions?
* Click the Administration tab followed by Workspace Details
* Click Manage Workspace Permissions
* Modify settings as needed
* Click Review and Save
* Click Save to finalize changes
143
What can you do in the Group Management tab?
* View Users
* Edit Permissions
* Copy
* Preview
* Add/Remove Groups
144
What does the Add/Remove Groups window display?
* Available Groups
* Groups in Workspace
145
To add a group to a workspace, what must you have?
Instance-level Edit permission to the Group object.
146
What permission is required to add a group to a workspace?
Instance-level Edit permission on the Group object
## Footnote
This permission is necessary for admins in a Workspace admin group.
147
How do you remove a group from a workspace?
1. Click Administration tab > Workspace Details.
2. Click Manage Workspace Permissions.
3. Click Add/Remove Groups on the Group Management tab.
4. Select groups from Groups in Workspace list.
5. Click Remove.
6. Click Save.
148
What options does Relativity provide when closing the Workspace Security dialog after modifying permissions?
* Save
* Revert
* Cancel
149
What does the Features tab allow you to do?
Set permissions based on features in the system
## Footnote
Examples include Preservation, Production, Imaging, and Configure Doc Review.
150
True or False: Adjusting individual permissions from the Features tab is possible.
False
151
What happens if you disable a feature on the Features tab?
It disables all granular permissions associated with that feature that are not currently granted as part of another enabled feature.
152
In the Object Security tab, what permission level denies users access to an object?
None
153
What does the Edit Security permission allow users to do?
Edit the security of objects
154
How can you assign object-level permissions to a group?
1. Click Administration tab > Workspace Details.
2. Click Manage Workspace Permissions.
3. Click Edit Permissions for a group.
4. Select object security permissions.
5. Click Save.
155
What does the Tab Visibility tab manage?
Visibility of parent and child tabs in a workspace
156
What is the lowest level object permission in the Object Security tab?
View
157
Fill in the blank: To deny a group access to an object, set the permission level to _______.
None
158
What is the purpose of the Other Settings tab?
Control browser visibility and access to mass operations and admin operations for a group
159
What does enabling the Overwrite Inherited Security toggle do?
Modifies group access and overrides workspace level security settings
160
What icon indicates that a folder's Overwrite Inherited Security has been toggled On?
Padlock icon
161
What happens when a folder with item-level security is dragged into another folder?
The new child folder inherits the parent folder's security.
162
What should you check if a user does not see a tab that should be available?
1. Tab Visibility (blue check mark)
2. Item-level Security
3. Tab configuration
163
To change the security on individual items, what must you do first?
Navigate to the item’s details page and click Edit Permissions.
164
What is the effect of disabling a feature after it has been enabled?
It revokes access to all granular permissions associated with that feature.
165
What is the process to secure a folder for selected groups?
1. Navigate to Documents tab.
2. Right-click folder > Secure.
3. Toggle Overwrite Inherited Security ON.
4. Add/Remove Groups.
5. Click Save.
166
True or False: You can continue to use granular permissions while also using Feature Permissions.
True
167
What happens to the security of a new child folder in relation to its parent folder?
The new child folder inherits the parent folder's security.
168
How can System Administrators identify item-level security issues?
By navigating to the workspace Details tab and clicking on the Manage Workspace Permissions link.
169
What indicates that item-level security is applied to an object in the Object Security tab?
It will be marked with an ‘Item Overrides’ link.
170
What is the first step to change item-level permissions that are overridden?
Navigate to the workspace Details tab and click on the Manage Workspace Permissions link.
171
What does the preview security feature allow system admins to do?
Interact with Relativity as if they are logged in as a specific user or a member of a specific group.
172
True or False: The preview security feature allows a system admin to monitor the actions of a user in real time.
False
173
What happens to the audited action when performing a job while previewing a user's security settings?
The action is credited to the system admin's username.
174
What are two features that do not work with preview security?
* Testing Review Center access
* Checking out batches
175
What is the first step to preview the security of a user at the workspace-level from the workspace details page?
Click the Administration tab, and then click Workspace Details.
176
What does the preview window display when a system admin previews security for a group?
The workspace as it looks for any user in the group.
177
What should a system admin click to exit the preview security session?
Click Exit Preview in the preview bar.
178
What is the first step to preview security from the Groups tab?
Navigate to the Groups tab.
179
Fill in the blank: A bar labeled 'You are previewing as a member of the _______ group' appears at the top of the preview window.
[group name]
180
What does the preview security feature simulate?
What the user would see.
181
What is the first step to preview security from the Users tab?
Navigate to the Users tab.
182
What indication appears at the top of the preview window when previewing as a user?
You are previewing as .
183
True or False: The preview security button is available for users who are members of the System Administrators group.
False.
184
What information does the audit list when viewing audit from User Details during a preview security session?
* User Name
* Action
* Timestamp
185
What is the highest level of administrative rights in the permissions hierarchy?
System administrators.
186
What are the main responsibilities of workspace administrators?
* Manage settings and configurations
* Manage security within their assigned workspaces
* Modify object permissions
* Manage users and groups
187
What distinguishes standard users in the permissions hierarchy?
They do not have administrative privileges.
188
Where do client domain permissions fit in the permissions hierarchy?
Below system administrators but above workspace administrators and standard users.
189
What can client domain admins do regarding permission settings?
Adjust permission settings for various objects within their domain.
190
What is a potential consequence of violating the boundaries of client domains in Relativity?
Significant risks affecting data security, compliance, and overall system integrity.
191
What is the purpose of user groups in Relativity?
To organize and manage users who share similar roles or permissions.
192
Fill in the blank: Template groups allow you to ______ permissions across multiple workspaces or objects.
copy over
193
What are the four main customizable Review Template groups?
* Level 1 Reviewer
* Level 2 Reviewer
* Attorney Reviewer
* Administrator Reviewer
194
What does the Level 2 Reviewer role allow a user to do?
* Add and edit tags
* Redact sensitive information
* Apply highlighting
* Add annotations
195
What is the focus of Investigation templates?
Conducting investigations and managing evidence.
196
What functionality do ECA templates provide?
Initial assessment of a case, including data ingestion and analysis.
197
What do Security workspace templates establish?
A secure environment within Relativity.
198
What are object-level permissions used for?
Restrict entry to specific documents or items within the workspace.
199
True or False: Item-level permissions allow control over individual documents in a workspace.
True.
200
What is the Document unitization solution used for?
Splitting imaged documents into many child documents.
201
What permissions are required to use the Document unitization layout?
View and edit permissions on the Document unitization layout.
202
What happens to redactions from the parent document during unitization?
They are not carried over to the child documents.
203
What is a key consideration when using the document unitization solution?
Unitization only works on imaged documents, not native documents.
204
What is the purpose of the Staging Explorer permission?
It is an instance-wide permission.
205
If a user is in both Group A and Group B, what permissions do they have?
* Use Staging Explorer
* Access Workspace 1
* Access Workspace 2
206
What permissions does a user in both Group A and Group B have?
* Use Staging Explorer (instance-wide permission)
* Access Workspace 1
* Access Workspace 2
## Footnote
Group A is the Client Domain Admin group, and Group B is the Review group.
207
What is the default permission setting for StagingPaneOnlyPerClientDomain?
If set to False or missing, permissions are additive, allowing access to files for both workspaces
## Footnote
This affects users in both Group A and Group B.
208
What permissions are necessary to view Relativity Email Threads?
* View, Edit, Create, Delete, or Administer for Color Map
* View, Edit, Create, Delete, or Administer for Structured Analytics Set
* View, Edit, Create, Delete, or Administer for Structured Analytics Results
* Create, Read, Update, and Delete permissions on Email Thread, Document, and Saved Search objects
## Footnote
These permissions enable the group to use email threading features.
209
What permissions are required to create fields in Relativity?
Relativity Application view permission must be set to View
## Footnote
This is crucial for the creation of fields.
210
What error message might indicate insufficient permissions when adding a layout?
"You don't have permission to view this item"
## Footnote
This can occur even if the group has been given rights to add and modify layouts.
211
What permissions are needed to access the Management Console or Cost Explorer?
* Access to Relativity Application object
* Access to Management Console or Cost Explorer object
* Necessary workspace access associated with these objects
## Footnote
Permissions must be set through the Instance details tab.
212
What must be checked if a user cannot access the Lockbox feature?
* Lockbox Manager security privilege assigned
* Read permission for relevant Lockbox folders
## Footnote
These are essential for Lockbox feature access.
213
What permissions are necessary to view or modify documents in a Lockbox folder?
* View permission on the workspace object
* View permission on the Lockbox object
* View permission on the folder object
* View permission on the document object
* Edit permission on the document object
## Footnote
These permissions govern access and editing capabilities within Lockbox.
214
What might cause an error indicating the default tab could not be determined upon login?
* EnableCustomerLockBox set to true
* Object and item security permissions may be insufficient
## Footnote
This setting restricts System admin accounts from accessing workspaces.
215
What does the default tab error refer to?
The initial tab displayed when logging in
## Footnote
The content varies based on organizational configuration.
216
What is required for the initial configuration of the Lockbox feature?
* Defining lockbox folders
* Assigning security settings
* Customizing tabs or layouts
## Footnote
Proper setup is crucial for the functionality of the Lockbox feature.
217
What must a user have to create automated workflows in a workspace?
Affiliation with a group designated as a Workspace Admin or part of the System Admin Guide 617 group
## Footnote
Non-administrator users cannot perform actions like viewing, editing, deleting, or adding automated workflows.
218
What permission is needed to create an automated workflow?
Create permission for the 'Automated Workflow' item type
## Footnote
This permission is essential for users to create automated workflows.
219
What should a user do if others cannot see an automated workflow they created?
Confirm the workflow is shared with the appropriate group or individuals
## Footnote
Users can check this by going to the automated workflow's settings and selecting the Share option.
220
What permissions must users have to access an automated workflow?
At minimum, the View permission on the object associated with the workflow
## Footnote
Item-level permission settings should also be reviewed.
221
How can access to an automated workflow be restricted to certain users or groups?
Set permissions in the automated workflow’s settings and select the Permissions option
## Footnote
This controls who can access the automated workflow.
222
What permissions are required to modify an existing automated workflow?
View and edit permissions for the Automated workflow object
## Footnote
Users should check with their workspace administrator for confirmation.
223
What must be confirmed if an automated workflow requires access to certain fields?
The user must have the appropriate item security permissions to access relevant items
## Footnote
This includes permissions to modify or update specific fields.
224
How can you restrict access to documents and data for multiple users in a workspace?
Set up workspace permissions and assign different roles to users
## Footnote
Roles can include reviewer, editor, or admin based on access level.
225
What should be done to give a third-party vendor access to a workspace while protecting confidential information?
Create a new group or user role for the vendor and limit their access to relevant documents
## Footnote
Redaction or other security features can also be used to protect sensitive data.
226
What permissions are necessary to grant a new team member access to a workspace?
View permissions on the workspace object
## Footnote
Create permission is optional if they need to create new items.
227
How can the process of assigning permissions for a large team be streamlined?
Use mass operations and custom permissions templates
## Footnote
Reporting and auditing tools can also help track user activity and compliance.
