Permission levels
2021-03-19Last updated
Permission levels in Clearance are used to define the level of access granted on a case or a file. The different permission levels include View only, View and download, Edit, and Manage, and they can be granted to an integration, user, group, or department.
- Manage
- Full access to a case or file. For cases, users can create cases, view and edit case
details, download files, delete or restore files, share, and change access policies for
the case. For files, users can view, edit, download, delete, restore, share, and change
access policies for the
file.Note: Guest users with Manage permission do not have full access. Access is restricted to sharing a case or file only.
- Edit
- For cases, users can create cases, view and edit the case details, and download files but cannot share cases with others or change the case access policies. For files, users can view, edit details, and download the files but cannot share cases with others or change the file access policies.
- View and download
- For cases, users can create cases and view the case information, and download files but cannot edit or share the case with others. For files, users can view and download files but cannot edit or share files.
- View only
- For cases, users can create cases and view the case information, but cannot edit or share the case with others. For files, users can only view files.
The following permission levels are used in Clearance:
| Privilege | View only | View and download | Edit | Manage |
|---|---|---|---|---|
| Case permissions | ||||
| Create cases | ✓ | ✓ | ✓ | ✓ |
| View cases | ✓ | ✓ | ✓ | ✓ |
| Create case summary report | ✓ | ✓ | ||
| Edit cases | ✓ | ✓ | ||
| Add files to a case | ✓ | ✓ | ||
| Share cases | ✓ | |||
| Add users to a case | ✓ | |||
| Remove users from a case | ✓ | |||
| Create file request | ✓ | |||
| File permissions | ||||
| View files | ✓ | ✓ | ✓ | ✓ |
| Download files | ✓ | ✓ | ✓ | |
| Create and edit tags and fields | ✓ | ✓ | ||
| Share files | ✓ | |||
| Add users to a file | ✓ | |||
| Remove users from a file | ✓ | |||
Note: Users with View only permissions for a case will not be able to view PDF files
included in the case. To make PDF files available to these users, see
Changing access policies for files.
Security policies
Account administrators can provide users with additional privileges in the Configurations
menu Security Policies page.
- These policies are separate from the Manage, Edit, View and download, or View only permission levels specified for users in cases or files.
- Some security policies also require users to have Manage permission for cases or files affected by the policy. For example, the ability to view audit trails, protect cases, and delete cases.
| Security policy | View only | View and download | Edit | Manage |
|---|---|---|---|---|
| Features that require security policies | ||||
| Access files not associated with any case1 | ✓ | ✓ | ✓ | ✓ |
| View audit trail | ✓ | |||
| Protect case | ✓ | |||
| Protect file | ✓ | |||
| Delete case | ✓ | |||
| Delete file | ✓ | |||
| Share cases with users | ✓ | ✓ | ✓ | ✓ |
| Access audit trail | ✓ | |||
| Create eDiscovery receipt | ✓ | |||
| Hide visual watermark | ✓ | ✓ | ✓ | ✓ |
| Manage devices2 | ||||
| Restore cases2 | ||||
| Restore files2 | ||||
1Account administrators can specify the permission level that each user or user group has for files not associated with any case.
2Users can restore cases and files from the recycle bin or manage devices
regardless of their case or file permission levels.
Note: Access to security policies can
only be granted to regular users and is not available for guest users.
Video Request Policies
Video requests are managed using security policies and the following applies:
- Guest users can submit video requests (if invited).
- Account administrators can create or modify video request policies.
| Video request policy | Default value | Where can you set this ? |
|---|---|---|
| Export video before approval | Disabled | In the page |
| Manage and invite requesters | Account administrators | In the page |
| Approve video requests | Account administrators | In the page |
| Auto-approve video requests | Account administrators | In the page |
| Default access policy for all video requests | Account administrators (Manage privilege) and Requester (View and download privilege) | In the page |
| Manage video request forms | Account administrators | In the page |
| Submit video requests | Account administrators and regular users | On the User page in the Privileges section. |