Default Matter Roles

All default matter role permissions are listed in the first column of the table below. Remember, permissions are added to roles (not users).

The default matter roles are: Users, Users External, Users Managers and Users Upload.

Roles are assigned to users/groups (in SaaS with b2c authentication no groups are used). 

The permissions listed below, only apply to the role types Matter and Current Matter. This means that not all permissions are listed here. For an overview of all permissions, see Role Permissions Explained.

	Users	Users External	Users Managers	Users Upload
Review
Access document content	Yes	Yes	Yes	No
Access documents	Yes, Granted for all documents	Yes, Granted for all documents	Yes, Granted for all documents	No
Access fields	Yes, Granted for all fields	Yes, Granted for all fields	Yes, Granted for all fields	No
Access Matter	Yes	Yes	Yes	Yes
Add/edit remarks	Yes	Yes	Yes	No
Annotation - annotate documents	Yes	Yes	Yes	No
Annotation - edit annotations created by other people	Yes, Granted for annotations created by anybody	Yes, Granted for annotations created by anybody	Yes, Granted for annotations created by anybody	No
Annotation - see annotations created by other people	Yes, Granted for annotation created by anybody	Yes, Granted for annotations created by anybody	Yes, Granted for annotations created by anybody	No
Batch Downloads	Yes	Yes	Yes	No
Bulk field update	No	No	No	No
Delete documents	No	No	No	No
Download documents	Yes	Yes	Yes	No
Redact documents	Yes	Yes	Yes	No
Review batches	No	No	Yes	No
Search	Yes	Yes	Yes	No
Tagging - apply tags	Yes, Granted for all tags	Yes, Granted for all tags	Yes, Granted for all tags	No
Tagging - bulk tag	Yes	Yes	Yes	No
Tagging - see tags	Yes, Granted for all tags	Yes, Granted for all tags	Yes, Granted for all tags	No
Upload	No	No	Yes	Yes
View audit log	No	No	Yes	No
Configuration
Auto-redact documents	No	No	Yes	No
Batch assignment	No	No	Yes	No
Configure document auto-classification	No	No	Yes	No
Configure keyword highlighting	No	No	Yes	No
Configure review status query	No	No	Yes	No
Delete matter	No	No	No	No
Manage Facets	No	No	Yes	No
Tagging - edit configuration	No	No	Yes	No
Production
Access produced document content	No	No	No	No
Produce documents	No	No	No	No
Reports
Access reports	Yes, Granted for all reports	Yes, Granted for all reports	Yes, Granted for all reports	No
Access SSRS reports	No	No	Yes	No
Assisted Review
Assisted Review	No	No	Yes	No
Analytics
Configure Analytics	No	No	No	No