Configuring user roles

User roles determine the tasks that a user can complete in the eDiscovery Manager web client. You can assign multiple roles to a user.

1. On the Administration page, click User Roles in the Navigation pane.
2. Select one or more users from the Users list.

   You can limit the list of users by entering part of a user name in the Filter users field.

   Tip: To see the list of tasks that a specific user can complete, click the Information icon next to the name of the user. The list is based on the roles that are assigned to the user.
3. Select the roles to assign to the selected users.

   Archive Searcher

   Users with this role can search content archives and view any content in those archives.

   Auditor

   Users with this role can search for, and view, audit records. They can also create, view, and manage audit reports.

   Auditors have access only to the Audit Search and Audit Reports tabs. They cannot configure the tasks to be audited; this is the responsibility of the IT Administrator.

   Case Administrator

   Users with this role can complete the following tasks:

   • Create, update, and delete cases
   • Add content to, and remove content from, a case
   • Move content between folders and copy content from one folder to another folder
   • Search content archives
   • View content in the client applications that created them
   • Export content
   • Identify, add, delete, and edit ignore text
   • Analyze content by using IBM® eDiscovery Analyzer

   Case Builder

   Users with this role can complete the following tasks:

   • Add content to, and remove content from, a case
   • Move content between folders and copy content from one folder to another folder
   • Search content archives

   Case Reviewer

   Users with this role can analyze content by using eDiscovery Analyzer. They cannot download content. Outside counsel is a good example of a user to which to assign this role.

   Case Searcher

   Users with this role can search a case and view any content in that case.

   CSV File Creator

   Users with this role can search a case and view any content in that case. They can also save the data in all rows and columns in the search results or in a folder to a CSV file.

   Exporter

   Users with this role can export content.

   IT Administrator

   Users with this role can configure all aspects of eDiscovery Manager except the assignment of roles to users. (Role assignment is the responsibility of Super Users.) IT Administrators have access only to the Administration page.

   Native Viewer

   Users with this role can view content in the client applications that created them. This role offers the advantage of displaying the content exactly as it was created.

   Users without this role can view content only in HTML format.

   Super User

   Users with this role can complete any task in the system. Super Users have several unique abilities:

   • They can assign roles to other users.
   • They can search on administration-level fields.
   • They can see the Delete Case task and take action on it.

   Tip: To see a complete list of the tasks that are associated with each role, click the information icon next to the role.

   To update a user's privileges after assigning the user a non-Super User role, the Case Administrator or eDiscovery Manager administrator must remove the user from each case and then add the user back to each case. Doing so refreshes the user's privileges on that case based on the user's current role assignments.

4. Click Apply.