Reveal Help Center

Reveal Review Permissions Administration

Teams

Work Product Access

Roles + Role Groups

Feature/Functionality Access

Assignment Batches

Document/Folder Access

Field Profiles

Brainspace/Reveal AI Access

Tag Profiles

Report Access

Redaction Profiles

Redaction Access

Wordlist Highlights

Bulk Actions

Reveal access and feature permissions are set under Project Admin > Permissions. That is where users may be assigned to Teams, which are used to provide access to assignments, profiles and wordlists. Users are also assigned to Role Groups which are mapped to similarly-titled Roles for the purpose of directly managing access to Review features and functions.

Role

Description

Administrator

All permissions, including deleting documents, assigning and managing user permissions.

Client Administrator

All permissions, except those related to managing user permissions and deleting documents.

Power Reviewer

Reviewer permissions, plus all documents view, my views, quick entities, power search, bulk tagging, and public item management.

Reviewer

Basic reviewer options, plus redaction and bulk tagging of related documents.

Review_Permission_Levels_and_Resource_Access.png

The table below sets out default permissions which are defined for each role. In Project Admin > Permissions, select the Roles section. Select the role to be examined or modified and choose Assign Permissions from the menu at the top of the main window. The depending upon which role is selected, the screen will look like this:

Reveal Assign Permissions.png

The items with an arrow (>) are section and subsection headers. For example, in the image above Review is a section header and Search is a subsection header under Review. Where the header checkbox contains a dash [-], there are some items below that are checked (enabled) and some that are unchecked (disabled). Where the header checkbox is checked, as in Reports in the above illustration, all items below are enabled. Where the header checkbox is unchecked, all items below are disabled. Headers are indicated in the table below by a black box for Description. All default “enabled” settings are indicated with an X box for each role and permission.

Permission

Description

Reviewer

Power Reviewer

Client Administrator

Administrator

Admin

Cell_Black_Filler.png

X

Admin Brainspace

Ability to setup Brainspace in Project Admin

X

Admin Reveal AI

Ability to setup Reveal AI in Project Admin

X

Load Documents

Deprecated

X

Load Nuix Documents

Ability to add documents to case using Nuix export (sunset feature)

X

Manage Case Archives

Ability to create and manage case archives and case exports

X

Upload Data

Ability to add documents to project using the data upload page

X

Manage Permissions

Add or remove Role permissions and User team and role group membership in Project Admin

X

Manage Assignments

Organize auto batch and custom review assignments

X

X

Manage Fields

Add and modify fields, assign and order in field profiles

X

X

Manage Tags

Create, modify and assign project tags and tag profiles

X

X

Manage Wordlists

Enables Wordlists administration and Hit Reports generation in Project Admin

X

X

Manage Indexing

Controls access to the full text indexing tab in Project Admin

X

Manage Productions

Enable users to create, review and export production jobs in Project Admin

X

X

Manage Settings

Controls access to the project default Settings tab in Project Admin

X

X

Manage Redactions

Create and assign Redaction options

X

Reports

Cell_Black_Filler.png

X

X

X

X

View Reports

Controls access to reports from navigation menu

X

X

X

X

Review

Cell_Black_Filler.png

X

Admin

Cell_Black_Filler.png

X

Manage Work Folder Security

Assigns ability to configure work folder permissions

X

Bulk Label Images

Ability to run image labeling jobs

X

Bulk Transcribe AV Documents

Ability to run transcription jobs

X

Bulk Translate Documents

Ability to run translation jobs

X

Delete Documents

Allowed to mark documents for deletion

X

Delete Documents Confirm

Allowed to confirm documents for deletion

X

Manage Admin Folder

Affords access to Admin Views folder to manage Tags, Work Folders, Searches and other items

X

X

X

Manage Clusters

Access and configure clustering

X

X

X

Manage Document Folders

View and utilize document folders

X

Manage Document Lock-down

Ability to control what documents tags are locked down

X

X

Manage Document Security

Ability to control access to specific documents if Document Level Security option is utilized

X

Manage Searches

Ability to create and organize saved searches

X

Manage Work Folders

Ability to control work folder sharing

X

X

X

Search

Cell_Black_Filler.png

X

Allow All Field/Tag Access For Search

Overrides field and tag security for advanced search drop-downs and pick lists

X

X

Manage Search Security

Designate shared access to saved searches

X

X

X

Power Search

Allows access to search across all documents in the project

X

X

X

Save Searches

Allows saving searches

X

X

X

X

Search

Allows searching within documents assigned to the user

X

X

X

X

View Saved Searches

Able to view and execute saved secured searches

X

X

X

X

Tag Documents

Cell_Black_Filler.png

X

Change Tag Profile

Allows user to move between tag profiles

X

X

Bulk Tag Documents

Enables tagging and foldering of selected sets of documents

X

X

X

Bulk Tag Duplicates

Enables bulk tagging of exact duplicates of the current reviewed document

X

X

X

X

Bulk Tag Email Threads

Enables bulk tagging of documents by thread for the current reviewed document

X

X

X

X

Bulk Tag Family Members

Enables bulk tagging of documents by family of current reviewed document

X

X

X

X

Bulk Tag Near Duplicates

Enables bulk tagging of near duplicate group for the current reviewed document

X

X

X

X

Bulk Tag Work Folder Documents

Allows bulk tagging of documents into work folders

X

X

X

Create Tags During Review

Allows tags to be created from document review mode

X

Tag Documents

Allows tagging of assigned documents

X

X

X

X

View Documents

Cell_Black_Filler.png

X

X

All Documents View

Allows access to all documents view

X

X

X

Enable My Views

Deprecated

X

X

X

Review Documents

Allows examination of assigned documents

X

X

X

X

View Clusters

Allows viewing of defined cluster sets

X

X

X

View Document Folders

Allows access to view document folders

X

X

X

View Document History

Access document history under Review

X

X

X

X

View Document Notes

Allows viewing of document notes

X

X

X

X

View Empty My Assignment Folders

Able to view personal My Assignments folder even if user has no assigned docs

X

X

X

X

View Entities

Allows viewing of created entities

X

X

X

View My Searches

Allows access to My Searches in folder view

X

X

X

X

View Related Documents

Enables viewing of related documents from document review page

X

View Work Folders

Enables viewing of Work Folders from the folder view

X

X

X

X

Append to Lists

Allows adding of values to a field picklist from document review page

X

X

Access Brainspace

Ability to access Brainspace tag

X

X

Access Reveal AI

Ability to access Reveal AI

X

Allow HTML/Text View

Ability to open the HTML/Text view of the native in the document review page

X

X

X

X

Allow Image View

Ability to open the image view of the document in the review screen

X

X

X

X

Annotate

Ability to annotate document images (sticky notes, text boxes, highlighting, etc.)

X

X

X

X

Auto Tag Type Select

Set defaults for areas to include for related document tagging

X

X

X

X

Bulk OCR Documents

Ability to generate text from document images for a searchable text set

X

Bulk Update Fields

Ability to update designated fields with specified values for multiple selected documents

X

Create Work Folders

Ability to create new Work Folders

X

X

X

X

Customize Form

Gives reviewers the ability to reorganize panes in the document review page

X

X

Download Documents

Ability to directly download native documents from the document review page

X

X

X

X

Email Documents

Ability to email copies of native documents from the document review page

X

X

X

X

Export Documents

Ability to export selected sets of assigned documents

X

X

X

X

Impersonate User

Ability to impersonate another user

X

X

Manage Jobs From Any User

Ability to view and manage jobs made by any user with project access

X

Print Documents

Ability to print assigned documents from the document review page

X

X

X

X

Redact

Ability to redact document images in the document review page

X

X

X

X

Self-Assign Documents

Allows users to assign documents from the pool to themselves

X

X

X

X

Tiff On The Fly

Ability to generate tiff images of documents from document review page

X

X

X

X

Manage Team Documents

Enables ability to add and manage project-related documents in Team Documents

X

Transcripts

Cell_Black_Filler.png

X

Manage Transcripts

Ability to add, specify and process transcript jobs

X

Review Transcripts

Ability to review transcripts

X

View Transcript Folders

Ability to view transcript folders

X