Veritas Alta™ View Compliance and Governance User Guide

To assign the reviewer role to an archive account

1. In the left navigation pane, select Role Management > Assign Accounts.
2. Search for and select the archive account to which you want to assign the administrator role.

   The application displays the Role Change page.

   Note:

   To search for the required archive account, you can use any of the following methods. The sample image for better understanding is given below.

   

   A. Quick search: In the search field, enter the user name or email address that is associated with the archive account, and click the Search icon.

   B. Advanced search: Under the Advanced Search section, specify the email address, last name, first name, or role, and then click Apply.

   C. Roles-based search: Under the Roles section, select the role from the available options. The result appears in the right pane. You do not need to click Apply.

3. In the Role drop-down, select Reviewer.

   Refer to the sample image below.

   

   After you select the Reviewer option, the Privilege field displays the following check boxes. Do the following as required.

   • Discovery Reviewer: This option is selected by default. When you define a user as a reviewer, this user gets access to the Alta eDiscovery application. The Discovery Reviewer Privileges section lists all the privileges for your reference. These privileges vary with the case levels. As an administrator, you can assign these privileges to the Discovery Reviewers to perform various actions while reviewing the cases.

   • Monitor All Accounts: Select this option if you want to let the selected account view the archived messages of all other archive accounts. If you select this option, you do not need to complete the steps in the Accounts to Monitor section.

   • Disable Preview Emails: Select this option if you want to prohibit the reviewer to preview content of emails.

4. Under Accounts to Monitor, perform the following steps as required.
5. To add or remove monitored accounts, click Add/Remove Monitored Accounts. In the Add/Remove Accounts window, search for and select the archive accounts that you want the reviewer to monitor. Click Save.
6. To specify expiry of a reviewer privilege of monitored accounts, clear the check box in the Never Expires column. Then, in the Expiration column, click the Calendar icon and select the date that you want the reviewer privilege to expire.

7. To remove the previously added monitored accounts, click the Delete icon in the corresponding rows.
8. On the Role Change page, click Save.