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 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

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