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 E3 with the Advanced Compliance add-on or an 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 Addadd 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 DeleteDelete icon.

See also

Office 365 Advanced eDiscovery

Setting up users and cases