Work with security for features
Administrators can set security and permissions for features. Security is applied by group.
By default, all security settings are set to Deny. However, when upgrading an existing case, the application retains the existing settings.
For information about the specific features that you can enable, see Additional information about feature settings.
For information about how to download a report of the security settings in a case, see Download a security report.
Features are grouped into the following categories:
Activity
Analysis
Coding
Document
List
Processing
Search
UI Extension
For information about how to set security for objects, see Work with security for objects.
Display groups on the Features page
To select which groups to display on the Features page:
On the Case Home page, under Security, click Features.
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 features
Administrators can set security for features.
The following table lists the permissions that can appear on the Features page.
|
Permission |
Description |
|
Deny
|
Denies the group access to the feature. |
|
Allow
|
Allows the group to access the feature. |
Set security for all features
To grant or deny access to all features:
On the Case Home page, under Security, click Features.
At the top of a group column, click the Allow button or the Deny button.
Click OK.
Set security for specific features
To grant or deny access to a specific feature:
On the Case Home page, under Security, click Features.
In the row for a feature, under a group column, click the Allow or Deny option.
For more information about the features that you can enable, see Additional information about feature settings.
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 Features.
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.
Additional information about feature settings
The following settings determine which features users can and cannot access.
Activity - Data models
This setting makes the data models feature available on the Search page and the Documents page.
If Activity - Data models is set to Allow, the application sets the security to Allow for all of the fields that belong to the custodian, person, organization, and user entities in the default System data model.
Activity - Review
This setting makes the following review features available on the Case Home page:
My Assignments page
My Assignments link under Review Setup
If Activity - Review is set to Deny, the Assignment option does not appear on the Quick Search menu and users cannot search for assignments on the Search page, including the following options:
Assignment ID
Lot name
Workflow or phase
Activity - Search
This setting makes the following search features available:
Search page on the Documents page
Search button on the Case Home page
Search and the Run Search buttons on the Saved Searches page in the Case Setup section
Open Documents button on the properties page for a saved search
Analysis
You can set security for the following analysis settings so that users can add the panes to their workspaces and work with these features on the Documents page.
Note: The Communication Network, Concept Cloud, and Domain Network features are collectively referred to as social network analytics. For information about social network analytics, see Analyze communications using social network analytics.
Analysis - Communication network: This setting makes the Communication Network pane available to users.
Analysis - Concept cloud: This setting makes the Concept Cloud pane available to users.
Note: This setting does not affect the Concept Cloud feature on the Case Home page. The Concept Cloud on the Case Home page works differently and is available by default.
Analysis - Domain network: This setting makes the Domain Network pane available to users.
Analysis - Map: This setting makes the Map pane available to users.
Analysis - Timeline: This setting makes the Timeline pane available to users.
Case Home
You can set security for the following feature:
Case Home - Documents added: If this feature is set to Allow for a group, the Documents Added section appears on the Case Home page.
Note: This feature is set to Deny by default for all newly added groups. When a group is cloned, access to the Documents Added feature on the Case Home page is carried over from the group it was cloned from.
Coding
You can set security for the following coding features:
Coding - Change quick code: This setting displays the Quick code option on the Tools menu that allows users to select a quick code list. You can limit reviewers to one quick code list by setting this option to Deny.
Coding - Code: When set to Allow for a group, this setting allows users in the group access to the Code pane on the Documents page. When set to Deny for a user group, the Code pane is not available to users in that group.
Coding - Coding history: This setting makes the Coding History feature available on the Documents page.
Coding - Conditional Coding: This setting makes the Conditional Coding pane available on the Documents page.
Coding - Convert page annotations: This setting makes the Convert page annotations feature available on the Tools menu on the Documents page.
Note: To enable users to convert individual annotations on document pages, an administrator must set permissions for specific annotations. For more information, see Work with security for objects.
Coding - Field history: This setting makes the Coded by field available on the Search page and in the Code pane.
Coding - Hints: This setting makes the Hints menu available in the Code pane and in the Conditional Coding pane.
Coding - Macro editing: This setting allows users to create new coding macros and delete existing coding macros in the Conditional Coding pane.
Note: The Coding - Macro toolbar setting must also be set to Allow.
Coding - Macro toolbar: This setting makes the coding macro toolbar available in the Conditional Coding pane.
Coding - Mass add and Coding - Mass delete: These settings make all pages in Code multiple documents view in the Code pane available. Users can then bulk add or bulk delete documents to and from binders or issues, for example. You can prevent users from bulk adding or bulk deleting by setting the appropriate option to Deny.
Coding - One-click mass coding: This setting makes the Apply Values to Selected Documents (lightning bolt) button available on the Quick Codes page in the Code multiple documents view in the Code pane.
Note: The Coding - Mass add setting must also be set to Allow. Users are still able to code multiple documents at once using the Coding Options button on the Quick Codes page.
Coding - Private binders: This setting makes the Binder - Private option available on the Search page and the Private Binder option available on the Quick Search menu. This setting also makes the Translate option available on the Tools menu.
Note: To make the Translate option available on the Tools menu, you must also set the Processing - Translate feature to Allow.
Coding - Quick review: This setting allows users to apply quick codes to documents using the quick code menu in the List pane, the View pane, the Code pane, the Map pane, and the Related pane.
Document
You can set security for the following document features:
Document - Audio: This setting allows users to add the Audio pane to their workspace.
Document - Browse settings editing: This setting makes the Options menu item available on the menu in the Browse pane. Users can use this feature to customize the Browse pane.
Document - Compare viewer: This setting makes the Compare pane available on the Documents page.
Document - Content: This setting makes the following features available:
The Document Content field on the Search page and on the Quick Search menu
The Formatted content and Unformatted content options in the View pane
The Keyword highlights option in the View pane
Document - Document view history: This setting allows users to use the Document view history feature in the View pane.
Document - Download: This setting makes the Download button available in the View pane.
Document - Memo editor: This setting displays the Memo Editor pane on the Documents page.
Document - Native viewer: This setting displays the Native viewer option in the View pane.
Document - Office Online viewer: This setting displays the Office Online viewer option in the View pane.
Document - Print: This setting makes the Batch Print option available on the Tools menu on the Documents page.
Note: Users are able to print one document at a time using the Batch Print button on the View pane menu.
Document - Correct audio transcription: This setting allows users to correct an audio transcription.
Document - Translate: This setting allows users to add the Translate pane to their workspace. This setting also allows users to search using the following Translation Languages fields:
Translation Chinese (Simplified)
Translation Chinese (Traditional)
Translation English
Translation French
Translation German
Translation Italian
Translation Japanese
Translation Korean
Translation Russian
Translation Spanish
List
You can set security for the following List pane feature.
List - Manage column templates: This setting allows users to create and edit column templates in the List pane.
Processing
You can set security for the following processing features:
Processing - Bulk annotations: This setting makes the Bulk annotations feature available on the Tools menu on the Documents page.
Processing - Concept analysis and Processing - Indexing and enrichment
The Concept analysis setting makes the following fields available on the Search page:
Concept Analysis Status
File Analysis Error
The Indexing and enrichment setting makes the following fields available on the Search page:
File Count
File Indexing Error
File Indexing Status
Index Name
The Concept analysis setting makes the Concept analysis feature available in the Indexing and enrichment tool on the Tools menu on the Documents page.
Note: The Processing - Indexing and enrichment setting must also be set to Allow. The availability of this feature depends on the case settings.
The Indexing and enrichment setting makes the Indexing and enrichment feature available on the Tools menu on the Documents page.
Processing - Exports: This setting makes the export feature available on the Tools menu on the Documents page.
Processing - Extract text: This setting makes the extract text feature available on the Tools menu on the Documents page.
Processing - Imaging - Automated: This setting makes the imaging feature available on the Tools menu on the Documents page.
Processing - Imaging - Manual: This setting makes the Prepare for manual imaging check box available in the Imaging window. The Imaging window appears when you click Imaging on the Tools menu on the Documents page.
Processing - Imaging - Reversal: This setting makes the Reverse previous imaging feature available on the Tools menu on the Documents page.
Processing - Migration: This setting makes the Migration feature available on the Tools menu on the Documents page.
Processing - OCR processing: This setting makes the OCR processing feature available on the Tools menu on the Documents page.
Processing - Renumbering: This setting makes the renumbering feature available on the Tools menu on the Documents page.
Processing - Thread analysis: This setting makes the Thread analysis feature available on the Tools menu on the Documents page, and allows users to perform thread analysis.
Processing - Transcribe audio: This setting allows users to transcribe audio files.
Processing - Translate: This setting makes the Translate button available in the Translate pane. This setting also makes the Translate option available on the Tools menu.
Note: You must also set the Coding - Private binders feature to Allow to make the Translate option available on the Tools menu.
Search
You can set security for the following search features:
Search - Browse: This setting makes the following features available:
The Browse button on the Case Home page
The Browse pane on the Documents page
Search - Concepts: This setting makes the following features available:
The Concepts field on the Search page
The Concept Cloud page on the Case Home page
Note: An administrator must also select the following case option on the Portal Management > Cases and Servers > Case Options page: Enable Concept Cloud on the Case Home page for users with access to search concepts.
Search - All Metadata and Coding: This setting makes the All Metadata and Coding field available on the Search page and on the Quick Search menu.
Search - Find similar: This setting makes the following features available:
The Find similar feature on the Options menu in the List pane
The Find similar feature in Formatted content view and Unformatted content view in the View pane
The Similar section in the Related pane
Search - Load search file: This setting makes the Load search file feature available on the Tools menu on the Documents page.
Search - Not operator: This setting makes the NOT operator available on the Search page.
Search - Threads: This setting makes the following threading features available:
The Threading option on the Search preferences submenu
The Threading option at the bottom of the Search page
The Threading section in the Related pane
UI Extension
If user interface extensions (UI extensions) are enabled for your case, a security setting for each extension appears in the format UI Extension - UI Extension Name. Depending on the extension, this setting makes the extension available as a page on the Case Home page, or as a workspace pane on the Documents page. Your portal administrator or system administrator determines the location where an extension appears.
Portal administrators and system administrators manage UI extensions. For more information about UI extensions, see Administer UI extensions.