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All CollectionsData GovernanceeDiscovery (Legal Hold)
Create roles for a Legal Administrator
Create roles for a Legal Administrator
Updated over a week ago

Overview

Cloud administrators can create different roles for legal administrators. Using roles, Cloud administrators can define the actions that Legal administrators can perform on a Legal Hold policy. The roles apply to all Legal Hold policies in that Legal Hold type.

Example scenario

Let's consider that John Doe and Ernie Carter are two Legal administrators in your organization.

Also, you have the following 2 types of Legal Hold policies in your organization:

Policy type

Legal Hold policies in this type

Legal admins to whom this type has been assigned

Infosec

  • Jan

  • Feb

  • Mar

John Doe

Compliance

  • Q1-2022

  • Q3-2020

  • Q2-2018

Ernie Carter

You assigned policy type Infosec to John Doe and provided him only View Legal Hold right.

In this scenario, Joe can only view the policies Jan, Feb, Mar. He will not be able to view Q1-2022, Q3-2020, Q2-2018 policies as the Compliance policy type has not been assigned to him. But, you cannot restrict Joe from viewing the details Jan, Feb, Mar Legal Hold policies. Now, if you want to restrict Joe from viewing the details of policy Jan, you must change the policy type of the Jan Legal Hold policy from Infosec to Compliance.

Procedure

To create a role for a legal administrator:

  1. On the inSync Management Console menu bar, click Settings > Administrators. The Administrators and Roles page appears.

  2. Click the Roles tab.

  3. Click New Role. The New Role window appears.

  4. On the Summary page, provide the appropriate information for each field.

    • Name: Type the name for this role.

    • Description: Type a short description for this role.

    • Import rights from: Select Legal Admin.


      ๐Ÿ“ Note
      โ€‹You must always select Legal Admin from the Import rights from drop-down box to view the rights available for legal administrators.


  5. Click Next. The Assign Rights page appears.

  6. On the Assign Rights page, select the right that you want to create for a legal administrator. You can also select multiple rights. For information on the accesses associated with each right, see Administrator roles and responsibilities.

  7. Click Finish. The role appears in the Roles list. โ€‹

    New DDclient rights.gif


    The details for each right is described in the table below:

Right

Description

Create and manage legal holds

Allows legal administrators only to create Legal Hold policies and view all Legal Hold policies. Administrators with this right can also add and edit custodians to a Legal Hold policy.

View Legal Hold

Allows legal administrators only to view selective Legal Hold and access WebDAV data. This right allows Cloud administrators to allow access only to selective Legal Holds. Cloud administrators can select the Legal Holds for which they want to allow access on the Access Control tab while creating a legal administrator.

Delete legal hold

Allows legal administrators to view and delete selective Legal Holds and access WebDAV data for those selective Legal Holds. Similar to the View Legal Hold right, cloud administrators can select the Legal Holds for which they want to allow access on the Access Control tab while creating a legal administrator.

View Legal Hold settings

Allows legal administrators to view only the available Legal Hold types. Legal administrators with only this right cannot add, edit, or delete a Legal Hold type.


๐Ÿ“Note

For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must select this to provide view access to the available Legal Hold types.


Manage Legal Hold settings

Allows legal administrators to view, add, edit, and delete a Legal Hold type.


๐Ÿ“Note

For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must select this to provide view, add, edit, and delete access to Legal Hold type.


View Legal Hold clients

Allows legal administrators to only view the list of available Legal Hold clients. Legal administrators with only this right cannot add, edit or delete a Legal Hold client.


๐Ÿ“Note

For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must select this to provide view access to the available Legal Hold clients.


Manage Legal Hold clients

Allows legal administrators to view, add, edit, and delete a Legal Hold client.


๐Ÿ“Note

For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must select this to provide view, add, edit, and delete access to Legal Hold clients.


Delete Legal Hold clients

Allows legal administrators to view and delete existing Legal Hold clients.

โ€‹โ€‹โ€‹The following rights will be enabled by default for the legal administrator. You can update these rights as per your organization's requirements.

Category

Rights

User Management

Download Debug Logs: With this right, you can download debug logs from Legal Hold > Collection Stream tab > Collection Details.

Backup and Restore Management

Download Data: With this right, you can perform the following activities for Legal Hold:

  • Download Data

  • Direct Download CSV

  • Access to WebDav Data Access URL

Data Governance

Access Federated Search

For more information, see Predefined roles and rights.

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