Arctera™ Insight eDiscovery Help

To assign the Reviewer role to an account

1. In Insight eDiscovery, click the profile icon available in the top-right corner of the application page and select Arctera Insight Management Console. The management console opens in a new browser window.
2. Log on to the Arctera Insight Management Console as a System Administrator or with an account that has the Modify Privileges privilege.
3. Under the Role Management node, select Assign Accounts.
4. From the list of accounts, select the required user.
5. Select Reviewer from the Role drop-down menu.

6. Do the following:

   • Select the Monitor All Accounts check box to allow the user to monitor all user accounts.

   • If required, select the Disable preview mail to prohibit the reviewer from viewing preview of email content.

   • Or click Add/Remove Monitored Accounts and select the accounts for this reviewer to monitor.

     When you have selected the required accounts, click Update and then click Close to close the Add/Remove Monitored Accounts window.

     In the Accounts to Monitor list, if you want the reviewer privilege to expire for any account, clear the check box in the Never Expires column for that account. Then in the Expiration column, click the Calendar icon and select the date that you want the reviewer privilege to expire.

7. Click Save to save the role changes for the account.