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
.In the Edit user panel you can change the display name, or the Role.
-
To add a user, click Add
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
.
