Users

Question 1

What is the purpose of the User Status tab in Relativity?

Answer 1

To view information about users currently logged in to Relativity and send messages to them.

Question 2

What can you do from the User Status tab when in Home?

Answer 2

List users currently logged in, send web page messages, send email messages, and force log out users.

Question 3

What information does the User Status tab provide when accessed within a workspace?

Answer 3

Lists the subset of users accessing the current workspace and allows sending messages.

Question 4

What are the steps to create a new user in Relativity?

Answer 4

1. Navigate to the Users tab. 2. Click the New User button. 3. Complete the fields on the form. 4. Click Save.

Question 5

What happens when you add or remove users from a group in Relativity?

Answer 5

A job is executed, and an email notification is sent upon completion.

Question 6

What is being deprecated in Relativity in 2025?

Answer 6

The (Admin) Errors tab in RelativityOne.

Question 7

What types of authentication and log-in methods does Relativity support?

Answer 7

Multiple types, which must be assigned for user login.

Question 8

What are the required fields in the User Information section when creating a user?

Answer 8

• First Name
• Last Name
• Email
• Type
• Client

Question 9

What is the maximum character limit for the First Name and Last Name fields?

Answer 9

50 characters.

Question 10

What determines a user’s Relativity Access in the system?

Answer 10

If a user is in a group with rights to a workspace, access is Enabled; otherwise, it is Disabled.

Question 11

What does the Disable on Date (UTC) field do?

Answer 11

Auto-disables users on a specified future date.

Question 12

What format does Relativity support for Trusted IP addresses?

Answer 12

Only IPV4 format.

Question 13

What are the default values for user type in Relativity?

Answer 13

Internal or external.

Question 14

True or False: Users can have the same first and last name in Relativity.

Answer 14

True.

Question 15

What is the purpose of the View Audit function?

Answer 15

To view a user’s audited actions.

Question 16

What information is displayed in the user audit records?

Answer 16

• User Name
• Action
• Timestamp

Question 17

How can you send a web page message to users?

Answer 17

Select users from the User Status tab, choose Send Message, enter the message, and click Send Message.

Question 18

What should a system administrator check if a user reports not receiving their invitation email?

Answer 18

Check if the ‘Remove from Bounce List’ button is enabled.

Question 19

What happens if you force a user to log out?

Answer 19

Any unsaved changes made by the user will be lost.

Question 20

What are the steps to add a user to a client domain?

Answer 20

1. Navigate to the Users tab. 2. Edit the user. 3. Select the client with domains enabled. 4. Click Save.

Question 21

What happens to audit records when a user is deleted or disabled?

Answer 21

They are not modified and can still be searched based on the user’s name.

Question 22

What is the default setting for the Document Skip Preference?

Answer 22

Disabled.

Question 23

What does the Saved Search Owner field determine?

Answer 23

Whether saved searches are public or private by default.

Question 24

What are the email notification options for User-Group Email Notifications?

Answer 24

• Receive All
• Receive Errors Only
• Do Not Receive

Question 25

What is the significance of the new Feature Permissions introduced in February 2025?

Answer 25

Redefines security management by focusing on feature-based permissions.

Question 26

What must happen for changes made by a system admin to take effect for a logged-in user?

Answer 26

The user must log out and log back in.