View and Manage Organization Settings

Home > selected Organization > right-click Settings
Project > Settings drop-down > Organization Settings ...

Each Organization configured on a Reef ECA system has its own Settings. An Organization is a group established by a System Administrator of a provider to represent either an external company that pays for provider services, or an internal division. The provider configures the necessary system components, then sets up the Organization with a primary Administrator account to support further setup and Project creation using the eDiscovery application. As part of the provisioning process for a given Organization, an Administrator establishes Users, Groups of Users, and Connectors, which provide access to a number of defined data import and export locations to enable import and export of Organization data.

Storage for data used by Organizations is selected and managed by Reef ECA and the IT Administrator; for more information, see View and Manage System Storage.

Users with the required permissions to one or more Organization Settings (for example, View, Add/Edit, and Delete Permissions to items such as Connectors) can see the Organization Settings tab. The Organization Settings tab displays the Organization name at the far right of the screen (for example, myorg1).

The Organization Settings are divided into the following categories:

• General, for General Settings such as Connectors, Data Areas, Users, and Groups
• eDiscovery Templates, for all of the Template available for eDiscovery that apply at the Organization level

General Settings

Users with the required permissions to the individual settings in this section (for example, View, Add/Edit, and Delete) can manage those settings in the Organization:

• Connectors
• Storage (for Administrators with Organization Administrator permissions)

• Project Data Areas
• Export Data Areas

• Shared Data Sets

• Export Databases

• Role Permissions

• Users
• Groups
• Container Key Files

eDiscovery Templates

• eDiscovery Templates:
  • Alias Lists
  • Analytic Settings
  • Billing Reports
  • Custom Fields
  • Domain Lists
  • Excluded Content
  • Export Fields
  • Export Settings
  • Index Settings
  • Load File Import
  • Metadata Search Fields
  • Metadata View Fields
  • Patterns
  • Reports
  • Search Settings
  • Survivorship Model
  • Tags

When managing many of these settings, remember to save your changes for them to take effect. You can then use the Template-related content menu options (for example, to save settings to a template or load settings from a template to the settings). See Add and Use Organization Templates for more information.

After you are done viewing Settings, close the window to return to the main Project view.