In this topic
Administrators can set security and permissions for features. Security is applied by group.
By default, all security settings are set to Deny. However, when upgrading an existing case, Ringtail retains the existing settings.
For information about the specific features that you can enable, see Additional information about feature settings.
For information about how to download a report of the security settings in a case, see Download a security report.
Features are grouped into the following categories:
●Activity
●Analysis
●Coding
●Document
●Processing
●Search
For information about how to set security for objects, see Work with security for objects.
Use the following procedure to select which groups to display on the Features page.
1.On the Case Home page, under Security, click Features.
2.Click Select groups.
3.Select the check box next to the groups that you want to display. You can display up to five groups.
4.Click Save.
Administrators can set security for features.
The following table lists the permissions that can appear on the Features page.
Permission |
Description |
Deny
|
Denies the group access to the feature. |
Allow
|
Allows the group to access the feature. |
Use the following procedure to grant or deny access to all features.
1.On the Case Home page, under Security, click Features.
2.At the top of a group column, click the Allow button or the Deny button.
3.Click OK.
Use the following procedure to grant or deny access to a specific feature.
1.On the Case Home page, under Security, click Features.
2.In the row for a feature, under a group column, click the Allow or Deny option.
For more information about the features that you can enable, see Additional information about feature settings.
You can download a report that includes the security settings for all features and objects, for all groups in a case. The report downloads as a spreadsheet (.csv file).
Use the following procedure to download a security report.
1.On the Case Home page, under Security, click Features.
2.Click Download.
3.Select from the following:
oTo download all security settings, click OK.
oTo download only the security settings that are different across groups, select the Only differences check box, and then click OK.
4.When prompted, open the security settings comparison spreadsheet.
Features and objects that have the same security settings for all groups appear in black text. Features and objects that have different security settings for different groups appear in red text.
Tip: To sort and filter the columns, apply filters using your spreadsheet application.
The following settings determine which features users can and cannot access.
This setting makes the following review features available on the Case Home page:
●My Assignments page
●My Assignments link under Review Setup
If Activity - Review is set to Deny, the Assignment option does not appear on the Quick Search menu and users cannot search for assignments on the Search page, including the following options:
●Assignment ID
●Lot name
●Workflow or phase
This setting makes the following search features available:
●Search page on the Documents page
●Search button on the Case Home page
●Search and the Run Search buttons on the Saved Searches page in the Case Setup section
●Open Documents button on the properties page for a saved search
This setting makes the Map pane available on the Documents page.
This setting makes the Timeline pane available on the Documents page.
You can set security for the following coding features:
●Coding - Change quick code: This setting displays the Quick code option on the Tools menu that allows user to select a quick code list. You can limit reviewers to one quick code list by setting this option to Deny.
●Coding - Conditional Coding: This setting makes the Conditional Coding pane available on the Documents page.
●Coding - Convert page annotations: This setting makes the Convert page annotations feature available on the Tools menu on the Documents page.
Note: To enable users to convert individual annotations on document pages, an administrator must set permissions for specific annotations. For more information, see Work with security for objects.
●Coding - Field history: This setting makes the Coded by field available on the Search page and in the Code pane.
●Coding - Hints: This setting makes the Hints menu available in the Code pane.
●Coding - Macro editing: This setting allows users to create new conditional coding macros and delete existing conditional coding macros.
Note: The Coding - Macro toolbar must also be set to Allow.
●Coding - Macro toolbar: This setting makes the conditional coding macro toolbar available in the Conditional Coding pane.
●Coding - Mass add and Coding - Mass delete: These settings make all pages in Code multiple documents view in the Code pane available. Users can then bulk add or bulk delete documents to and from binders or issues, for example. You can prevent users from bulk adding or bulk deleting by setting the appropriate option to Deny.
●Coding - One-click mass coding: This setting makes the Apply Values to Selected Documents (lightning bolt) button available on the Quick Codes page in the Code multiple documents view in the Code pane.
Note: The Coding - Mass add setting must also be set to Allow. Users are still able to code multiple documents at once using the Coding Options button on the Quick Codes page.
●Coding - Private binders: This setting makes the Binder - Private option available on the Search page and the Private Binder option available on the Quick Search menu.
●Coding - Quick review: This setting allows users to apply quick codes to documents using the quick code menu in the List pane, the View pane, the Code pane, the Map pane, and the Related pane.
You can set security for the following document features:
●Document - Browse settings editing: This setting makes the Options menu item available on the menu in the Browse pane. Users can use this feature to customize the Browse pane.
●Document - Content: This setting makes the following features available:
oThe Document Content field on the Search page and on the Quick Search menu
oThe Formatted content and Unformatted content options in the View pane
oThe Keyword highlights option in the View pane
●Document - Download: This setting makes the Download button available in the View pane.
●Document - Native viewer: This setting displays the Native viewer option in the View pane.
●Document - Office Online viewer: This setting displays the Office Online viewer option in the View pane.
●Document - Print: This setting makes following features available:
oThe Batch Print option on the Extensions tab in the Code multiple documents view in the Code pane
oThe Print button on the Image viewer toolbar in the View pane
You can set security for the following processing features:
●Processing - Concept analysis and Processing - Indexing and enrichment
oThe Concept analysis setting makes the following fields available on the Search page:
□Concept Analysis Status
□File Analysis Error
oThe Indexing and enrichment setting makes the following fields available on the Search page:
□File Count
□File Indexing Error
□File Indexing Status
□Index Name
oThe Concept analysis setting makes the Concept analysis feature available in the Indexing and enrichment tool on the Tools menu on the Documents page.
Note: The Processing - Indexing and enrichment setting must also be set to Allow. The availability of this feature depends on the case settings.
oThe Indexing and enrichment setting makes the Indexing and enrichment feature available on the Tools menu on the Documents page.
●Processing - Imaging - Automated: This setting makes the imaging feature available on the Tools menu on the Documents page.
●Processing - Imaging - Reversal: This setting makes the Reverse previous imaging feature available on the Tools menu on the Documents page.
●Processing - Machine language translation: This setting makes the Machine language translation feature available on the Tools menu on the Documents page.
●Processing - OCR processing: This setting makes the OCR processing feature available on the Tools menu on the Documents page.
●Processing - Split binder: This setting makes the Split binder feature available on the Tools menu on the Documents page.
●Processing - Thread analysis: This setting makes the Thread analysis feature available on the Tools menu on the Documents page, and allows users to perform thread analysis.
●Processing - TIFF-on-the-Fly: This setting makes the TIFF-on-the-Fly feature available on the Tools menu on the Documents page.
You can set security for the following search features:
●Search - Browse: This setting makes the following features available:
oThe Browse button on the Case Home page
oThe Browse pane on the Documents page
●Search - Concepts: This setting makes the following features available:
oThe Concepts field on the Search page
oThe Concept Cloud page on the Case Home page
●Search - All Metadata and Coding: This setting makes the All Metadata and Coding field available on the Search page and on the Quick Search menu.
●Search - Find similar: This setting makes the following features available:
oThe Find similar feature on the Options menu in the List pane
oThe Find similar feature in Formatted content view and Unformatted content view in the View pane
oThe Similar section in the Related pane
●Search - Load search file: This setting makes the Load search file feature available on the Tools menu on the Documents page.
●Search - Not operator: This setting makes the NOT operator available on the Search page.
●Search - Threads: This setting makes the following threading features available:
oThe Threading option on the Search preferences submenu
oThe Threading option at the bottom of the Search page
oThe Threading section in the Related pane
