People vs. Users
People are added to the LegalHold application with the intention of adding them as recipients or attachments to a hold. People that are added to the Manage People module can be manually added or uploaded via a Comma-separated Values (CSV) upload process.
Users are added to the LegalHold application with the intention of accessing the product to manage holds or the application.
Full name option
Legal Hold added the Full Name option in the people list filters to be able to find by the full name.
Before, LegalHold allowed people to find by first name or last name, and now to avoid the coincidences with common names Legal Hold has a filter or search by option with full name.
C Level executives
We have added a toggle named C Level executives on the People record; it’s required to include the C-Level Executives in the view of "Add People - Recipients" and "Recipient list" views. For additional information, please refer to Add recipients to a hold.
User roles within the LegalHold system are defined as follows:
|All access to the application including configuration
|Legal Hold Admin
|Super Hold Administrator
Manages everything as a system administrator
But cannot manage holds, including activities like:
|Hold System administrator
For additional information, please refer to the following pages: