Work with security for objects

Objects are items such as fields or issues that groups can use when they code documents. All objects are unavailable by default. Only administrators can set security for objects. Security is applied by group.

Objects that have been created are available in the list on the Objects page. A number in parentheses after an object type indicates the number of objects that you can set security for. For example, the number 99 after the Binders object indicates that you can set security for 99 binders.

You can set the following security options for each object:

Binders: Deny, Allow, Add, Delete

Bookmarks: Deny, Allow

Coding Templates: Deny, Allow

Column Templates: Deny, Allow

Conditional Templates: Deny, Allow

Document Fields: Deny, Allow

Note: You can make some document fields writable.

Fields: Deny, Allow, Write

Highlights: Deny, Allow, Write

Issues: Deny, Allow, Write

Mines: Deny, Allow

Note Categories: Deny, Allow, Write

Populations: Deny, Allow

Productions: Deny, Allow, Write

Redactions: Deny, Allow, Write, Branded

Report Templates: Deny, Allow

Saved Searches: Deny, Allow

Search Term Families: Deny, Allow, Keywords, Browse, Find and redact

System Fields: Deny, Allow

Note: You can make some system fields writable.

Transcript Annotations: Deny, Allow, Write

Note: Transcript annotations are also called transcript issues.

Transcript Types: Deny, Allow, Write

Workflows: Deny, Allow, Write

For information about how to download a report of the security settings in a case, see Download a security report.

Display groups on the Objects page

To select which groups to display on the Objects page:

On the Case Home page, under Security, click Objects.

Click Select groups.

Select the check box next to the groups that you want to display. You can display up to five groups.

Click Save.

Set security for objects

You can set security for all objects of the same type, such as all binders. You can also set security for specific objects, such as Binder123.

Tip: When you create a new binder, you can add the binder and set security at the same time. For more information, see Add a new shared or private binder.

Note: By default, all security settings are set to Deny. However, when a case is upgraded from an earlier version of the application, the existing settings remain in place.

The following table lists the permissions that can appear on the Objects page, and on the security pages for specific objects.

Permission	Description
Deny	Denies the group access to the object.
Allow	Allows the group to access the object.
Mixed security	Some objects of a specific type are available to a group, and other objects of the same type are unavailable to the group.
Write	For certain object types, an object is set to Allow and has common modifiers, such as write access.
Add	For the Binders object type, allows the group to add documents to a binder.
Delete	For the Binders object type, allows the group to delete documents from a binder.
Browse	For the Search Term Families object type, makes the search term family's terms available in the Browse pane.
Keywords	For the Search Term Families object type, designates all terms in a search term family as keywords.
Find and redact	For the Search Term Families object type, allows the group to find and redact terms in the search term family in the View pane.
Branded	For the Redactions object type, designates a redaction as branded, which makes redactions un-removable.

Allow or deny access for all objects

You can allow or deny access to all objects of all types.

For information about how to grant additional permissions to objects, such as write access, see Set granular security for specific objects.

To set the group security for all objects of all types:

On the Case Home page, under Security, click Objects.

At the top of a group column, click the Allow button or the Deny button.

Click OK.

Allow or deny access for all objects of a specific object type

You can allow or deny access to all objects of a specific object type.

For information about how to grant additional permissions to objects, such as write access, see Set granular security for specific objects.

To set the group security for all objects of a specific object type:

On the Case Home page, under Security, click Objects.

In the row for an object type, under a group column, click the Allow or Deny option.

Set granular security for specific objects

You can grant additional permissions to objects, such as write access.

You can also set the group security for a specific object, such as a specific binder.

To set the group security for specific objects:

On the Case Home page, under Security, click Objects.

Click the name of an object type.

The security page for the type of object opens.

Depending on which objects you want to set security for, do the following:

To change the security for all objects, at the top of a group column, click the Allow button or the Deny button. Optionally, select additional security settings, such as Write. Click OK.

To change the security for a specific object, in the row for the object, select an option.

Document Fields > Source/Attachments: This setting makes the Options menu available in the Sources and attachments section in the Related pane on the Documents page. This setting also allows groups to manage sources and attachments in the Related pane.

Important: On the Document Fields objects page, the settings for two objects are important for the Documents page. Make sure that the security options are set to Allow for both Source/Attachments and Rendition Type.

Source/Attachments: This setting makes the following options available on the Documents page:

The Sources and attachments option on the Search Preferences menu (available on the user name menu on the navigation bar),

The Sources and attachments option on the Search page.

The Source/Attachments option on the All Values menu in the Code pane.

If you select the Write security option, group members can add or remove source documents and attachments using the Source/Attachments option on the All Values menu in the Code pane.

Rendition Type: This setting makes the following options available on the Documents page:

The Renditions option on the Search Preferences menu (available on the user name menu on the navigation bar).

The Renditions option on the Search page.

Download a security report

You can download a report that includes the security settings for all features and objects, for all groups in a case. The report downloads as a spreadsheet (.csv file).

To download a security report:

On the Case Home page, under Security, click Objects.

Click Download report.

Select from the following:

To download all security settings, click OK.

To download only the security settings that are different across groups, select the Only differences check box, and then click OK.

When prompted, open the security settings comparison spreadsheet.

Features and objects that have the same security settings for all groups appear in black text. Features and objects that have different security settings for different groups appear in red text.

Tip: To sort and filter the columns, apply filters using your spreadsheet application.