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Case Administration Foundations: Setting Workspace Security and Permissions

In this course, you’ll learn about security options, including the Security Center, Client Domains, Lockbox, and object- and item-level permissions.

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About this course

In this course, you’ll learn about security options, including the Security Center, Client Domains, Lockbox, and object- and item-level permissions. You’ll set up item-level restrictions and modify user permissions in Relativity.

By the end of this course, you will be able to:

  • Explain the security-related tools available in Relativity
  • Differentiate between the levels of workspace security
  • Describe how permissions impact users in Relativity
  • Appropriately configure user access and security permissions

Contents29 min

  • Course Overview 3 min
  • Introduction to Security and Permissions 10 min
  • Levels of Security 3 min
  • Workspace Security Settings 8 min
  • Exercise - Assigning Permissions 5 min

About this course

In this course, you’ll learn about security options, including the Security Center, Client Domains, Lockbox, and object- and item-level permissions. You’ll set up item-level restrictions and modify user permissions in Relativity.

By the end of this course, you will be able to:

  • Explain the security-related tools available in Relativity
  • Differentiate between the levels of workspace security
  • Describe how permissions impact users in Relativity
  • Appropriately configure user access and security permissions

Contents29 min

  • Course Overview 3 min
  • Introduction to Security and Permissions 10 min
  • Levels of Security 3 min
  • Workspace Security Settings 8 min
  • Exercise - Assigning Permissions 5 min