Manage Organization Membership for System Users and Groups

System Settings > System Users > Add to / Remove from Organizations...

Requires System Users - View permissions to view System Users, Add/Edit permissions to manage System Usera

System Settings > System Groups > Add to / Remove from Organizations...

Requires System Groups - View permissions to view System Groups, Add/Edit permissions to manage System Groups

A System User with the appropriate permissions can use this dialog to add or remove a System User or Group as a member of one or more available Organizations. It provides lists of Available Organizations and sAssigned Organization, with the ability to move one or more Organizations from one to the other. Both lists can be filtered by Organization name.

Note: Organizations that are in a Delete Pending state are not available for selection in either list.

Available Organizations

The Available Organizations list includes the available Organizations of which the System User or Group can become a member. To add the System User or Group as a member of one or more available Organizations, select those Organizations and click the right arrow .

Assigned Organizations

The Assigned Organizations list includes the available Organizations of which the System User or Group is currently a member. To remove the System User or Group as a member of one or more assigned Organizations, select those Organizations and click the right arrow .

  • Filter text box – You can use the Filter text box on the Assigned Organizationslist to filter by Name. (The icon indicates that filtering is available.) Using the Filter box enables you to pinpoint the items you want to work with based on a Filter term search containing one or more characters you enter. You can explicitly apply a filter by typing one or more characters in the text box and clicking Enter (the return key). If you type one or more characters in the text box, the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the list to its original state.
  • Organization Name – The name of a given Organization.
  • User Role | Group Role – The current role assigned to the System User or System Group within a given Organization. If this is a System User being assigned for the first time, the initial role will be Organization Administrator. You can use the drop-down to select another available role, if desired. Supplied Organization roles that are relevant to eDiscovery include the following:
    • Organization Administrator — This role always has permissions to manage all aspects of a Project in an Organization (for example, Import, Export, and all Project and Organization Settings). This role cannot be edited or deleted.
    • Project Administrator — This eDiscovery role by default has view permissions for all Project Data nodes in the Navigation Tree and add/edit permissions for some of those nodes, such as Tags, Folders, Saved Searches, Workflows, Comparisons, and Synthetic Documents. This role also by default has document-related permissions to add or remove Tags from documents, add or remove documents from a Folder, download native documents, and download PDFs. Document reports are also available to this role by default. This role has view permissions to some settings and the ability to edit the list of Metadata View Fields.
    • Project Member – This role by default has limited permissions to perform general document search and analysis, but not to control any aspects of the Project.

Using the Center Buttons to Control Assignment

Use the center buttons as follows:

  • From Available Organizations – To add Organizations to the Assigned Organizations list for the System User or System Group, select the Organizations (click to select each one) and then click the right arrow button . Available Organizations are listed in alphabetical order.
  • From Assigned Organizations – To remove Organizations from the Assigned Organizations list for the System User or System Group, select the Organizations (click to select each one) and then click the left arrow . This moves the selected Organizations back to the Available Organizations list. Assigned Organizations are listed in alphabetical order.

OK or Cancel Options

  • OK – Saves your changes to the list of Assigned Organizations.
  • Cancel – Discards your changes to the list of Assigned Organizations.

Note: Your assignments will not take effect until you click OK in the popup.