User roles and access in Office 365 Advanced eDiscovery

The following table lists the Advanced eDiscovery user roles and their access.

Note: Advanced eDiscovery requires an Office 365 E3 with the Advanced Compliance add-on or an E5 subscription for your organization. If you don't have that plan and want to try Advanced eDiscovery, you can sign up for a trial of Office 365 Enterprise E5.

User roles and access

The user roles and access are defined in Settings and utilities > Tenant settings > User administration.

Module

Task

Administrator

Manager

Reviewer

Cases

View cases assigned to this user

X

X

X

Add / modify cases assigned to this use

X

X

Assign users to a case

X

X

Assign self to a case

X

Delete a case

X

Prepare

Process

X

X

Analyze

X

X

Relevance

Relevance setup

X

X

Relevance - Track. Tag, Decide, and Test

X

X

X

Export

Export

X

X

Reports

Reports

X

X

Setting & utilities

User administration

X

Tenant settings

X

Case settings

X

X

Utilities: Transparency analysis; Modify relevance

X

X

X

Utilities: Other

X

X

  • To edit a user, select a user in the list, and then click Edit edit icon .

    In the Edit user panel you can change the display name, or the Role.

    Screnn shot of Edit user panel in User administration
  • To add a user, click Add add icon

    In the Add user panel enter Email, Display name and Role for the user.

  • To delete a user, select a user in the list, and then click Delete Delete icon .

See Also

Office 365 Advanced eDiscovery

Setting up users and cases

Expand your skills
Explore training
Get new features first
Join Office Insiders

Was this information helpful?

Thank you for your feedback!

Thank you for your feedback! It sounds like it might be helpful to connect you to one of our Office support agents.

×