Grant administrative access

On the Administration page, you can grant group leaders and group members access to certain administrative functions.

For a new case or group, the administrative functions are set to Deny by default. However, when upgrading an existing case, the settings are retained.

To enable or disable administrative access to functions for group leaders and group members:

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

By default, the security settings for the group that you are signed in to appear. To change the security settings for a different group, in the Group list, select a group.

Note: If a user belongs to multiple groups, the user can access all administrative functions that any of their groups has permissions to access, regardless of the group that the user is currently signed in to.

To enable or disable access to all available administrative functions, in the All row, click the Allow or Deny button in the Leaders or Members column.

To enable or disable access to a specific function, in the row for the function, click the Allow or Deny button in the Leaders or Members column.

Click Save.

The following table provides an overview of the administrative functions that you can make available to group leaders and group members.

Area	Administrative function	Description	Leaders	Members
Analysis	Mines	If enabled, allows group leaders to work with mines in the following ways: add, delete, rebuild, edit properties, and manage security.	Yes	No
Analysis - Populations	Properties	If enabled, allows group leaders to set the properties for populations in the Analysis section.	Yes	No
Analysis - Populations	Security	If enabled, allows group leaders to set the security for populations in the Analysis section.	Yes	No
Analysis	Predictive Coding Templates	If enabled, allows group leaders to work with Predictive Coding Templates in the Analysis section.	Yes	No
Analysis	Predictive Models	If enabled, allows group leaders to access the Predictive Models page in the Analysis section.	Yes	No
Analysis	Review Dashboard	If enabled, allows group leaders and group members to access the Review Dashboard page in the Analysis section.	Yes	Yes
Analysis	Search Terms	If enabled, allows group leaders and group members to access the Search Terms page in the Analysis section.	Yes	Yes
Analysis	Stop Concepts	If enabled, allows group leaders to access the Stop Concepts function.	Yes	No
Case Setup - Binders	Properties	If enabled, allows group leaders to set the properties for binders in the Case Setup section and in the Browse pane on the Documents page. Also allows group leaders to add binders in the Conditional Coding pane.	Yes	No
Case Setup - Binders	Security	If enabled, allows group leaders to set security for binders in the Case Setup section. Also allows group leaders to add binders in the Conditional Coding pane.	Yes	No
Case Setup - Column Templates	Properties	If enabled, allows group leaders to create, modify, and delete column templates in the Case Setup section.	Yes	No
Case Setup - Column Templates	Security	If enabled, allows group leaders to set security for column templates in the Case Setup section.	Yes	No
Case Setup - Conditional Templates	Coding Fields/Properties	If enabled, allows group leaders to set the properties for conditional coding templates in the Case Setup section.	Yes	No
Case Setup - Conditional Templates	Security	If enabled, allows group leaders to set security for conditional coding templates in the Case Setup section.	Yes	No
Case Setup	Hierarchies	If enabled, allows group leaders to add hierarchies on the Case Setup > Hierarchies page.	Yes	No
Case Setup - Issues	Properties	If enabled, allows group leaders to set the properties for issues in the Case Setup section and in the Browse pane on the Documents page.	Yes	No
Case Setup - Issues	Security	If enabled, allows group leaders to set security for issues in the Case Setup section.	Yes	No
Case Setup	Note Categories	If enabled, allows group leaders to work with note categories in the Case Setup section.	Yes	No
Case Setup	People and Organizations	If enabled, allows group leaders to work with people and organizations in the Case Setup section.	Yes	No
Case Setup	People Identity	If enabled, allows group leaders to use the People Identity feature, also known as Names Normalization.	Yes	No
Case Setup	Saved Searches	If enabled, allows group leaders to work with saved searches in the Case Setup section and to set the properties for saved searches in the Browse pane on the Documents page.	Yes	No
Case Setup	Search Term Families	If enabled, allows group leaders to work with search term families in the Case Setup section.	Yes	No
Documents	Add Document/Update Pages	If enabled, allows group leaders and group members to add documents to a case using the Add document option on the Tools menu on the Documents page, and to update document pages in the View pane on the Documents page.	Yes	Yes
Manage Documents	Bulk Annotations	If enabled, allows group leaders and group members to apply highlights or redactions to multiple documents simultaneously.	Yes	Yes
Manage Documents	Deletions	If enabled, allows group leaders and group members to delete documents on the Deletions page in the Manage Documents section.	Yes	Yes
Manage Documents	Exports	If enabled, allows group leaders and groups members to use the Export option on the Tools menu on the Documents page.	Yes	Yes
Manage Documents - Hashes	Job Stages	If enabled, allows group leaders to manage the job stages for hashes on the Hashes page in the Manage Documents section.	Yes	No
Manage Documents	Imaging Management	If enabled, allows group leaders and members to use the Imaging Management features in the Manage Documents section.	Yes	Yes
Manage Documents - Levels	Properties	If enabled, allows group leaders to set the properties for levels in the Manage Documents section and in the Browse pane on the Documents page.	Yes	No
Manage Documents	Renumbering Management	If enabled, allows group leaders and group members to use the Renumbering feature on the Tools menu on the Documents page.	Yes	Yes
Manage Documents	Optimize Video	If enabled, allows group leaders and group members to use the Optimize video feature on the Tools menu on the Documents page.	Yes	Yes
Review Setup	All Assignments	If enabled, allows group leaders to manage other users' assignments on the All Assignments page in the Review Setup section.	Yes	No
Review Setup	Phase Priorities	If enabled, allows group leaders to manage phase priorities in the Review Setup section.	Yes	No
Review Setup	Teams	If enabled, allows group leaders to manage teams in the Review Setup section.	Yes	No
Review Setup	Workflows	If enabled, allows group leaders to manage workflows in the Review Setup section.	Yes	No
Security	Users	If enabled, allows group leaders and group members to view users on the Users page in the Security section.	Yes	Yes