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Add New Users to the System

This page details how to manually add users to the LegalHold system.

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. 

User Roles

User roles within the LegalHold system are defined as follows:

Role  Functionality
System Administrator All access to the application including configuration
  • Create and Manage Holds
  • Manage People
  • Create Groups
  • Create Email templates
  • Create questionnaire templates
  • Create and manage collections for holds
  • Manage scheduled tasks and reminders
  • Access to all system configuration
  • Run reports
  • Create and manage question repository and templates
  • My holds: if custodian
  • My collections: if collector or system owner
Legal Hold Admin
  • Create and Manage Holds
  • Manage People
  • Create Groups
  • Create and manage collections for holds
  • Run reports
  • My holds: if custodian
  • My collections: if collector or system owner
IT Admin
  • View holds
  • Manage people
  • System configuration including system settings
  • My holds: if custodian
  • My collections: if collector or system owner
Legal Staff
  • View holds
  • My holds: if custodian
  • My collections: if collector or system owner
Custodian
  • Automatically created
  • My holds
Collector
  • Automatically created
  • My collections
Data Steward
  • Automatically created
  • My holds
Super Hold Administrator
  • Create and Manage Holds regardless of matter security
  • Manage People
  • Create Groups
  • Create Email templates
  • Create questionnaire templates
  • Create and manage collections for holds
  • Manage scheduled tasks and reminders
  • Run reports
  • Create and manage question repository and templates
  • My holds: if custodian
  • My collections: if collector or system owner
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