User roles allow you to determine what privileges an employee will have when they login to the Discover dashboard. Discover supports two types of roles, system roles and custom roles.

Some of the role functionality described in this section is dependent upon the Gimmal Discover subscription level. For example, the system role eDiscovery Reviewer is only applicable if a subscription includes the eDiscovery module.

System Roles

These roles are pre-defined in Discover and are not modifiable by a customer. They include:

  • Administrator - provides full control over all of the Discover functionality

  • Discovery Reviewer - provides access to the eDiscovery module only. Allows search results to reviewed and labeled for collection purposes. Other module features are limited to ‘view only’ access

  • Policy Administrator - provides full access to the Data Governance module and limited access to features in the Administration module. Administration module access is limited to features related to Data Governance policies (i.e. data target searches, group management, Connector setup, etc.)

  • User - provides ‘view only’ access to any Gimmal Discover module that is included in the subscription

Custom Roles

This feature allows administrators to create User Roles that provide specific privileges as dictated by their organizational needs. To begin, click on the Administration module link at the top of the dashboard then select the Roles link found under the User Setup area in the left navigation pane:

Hover over the green Action button and select Add to begin creating a new role. Enter a name for the new role, then select the areas of Discover that a user with this role can access by checking the on/off boxes.

  • Data Governance, Classification, eDiscovery, Analytics and Administration - these options permit access to the modules shown at the top of the dashboard

  • Settings - check this box to allow access to the Discover settings (pink gear shaped icon) found in the upper right hand corner of the dashboard along with some other user interface options like notifications

  • Logs - check this box to indicate that the role should allow access to the green log file link shown in the upper right hand corner of the Discover dashboard

  • Modules - check this box if the role should have access to the Administration area of Discover

After checking the ‘on’ box for a module, click the ellipses (…) link to a view a list of chips that correspond to the specific privileges for available for the module. Clicking a specific privilege chip will toggle that privilege on for the role. After configuring the desired privileges, click the Add button to save the selections. The following sections provide more detail on the privileges available in each module.

Data Governance

Privilege

Feature

Description

Policies

View

Allows the policy list to be viewed

Create

Allows policies to be created

Delete

Allows policies to be deleted

Run

Allows policies to be started

Connect

Allows the Discover Workflow Editor application to connect to the tenant to create or modify workflows

Reports

Modify Summary

Allows the modification of summary reports

View

Allows reports to be viewed

Modify

Allows changes to be made to report content. For setting a label on a report row.

Create

Allows the creation of summary reports

Delete

Allows reports to be deleted

View Summary

Allows summary reports to be viewed

Policy Settings

Update Settings

Allows access to the policy tab in the Discover settings area

Clicking on a chip to select it will change its background color to blue to indicate that privilege is active. After selecting all of the appropriate chips for a role, press either the Add button to save the settings you have configured or the Cancel button to discard the edits that were made.

Classification

Privilege

Feature

Description

Classification Functions

View

Allows the policy module to be accessed

Modify

Allows classification policies to be modified

Create

Allows classification policies to be created

Delete

Allows classification policies to be deleted

Run

Allows classification policies to be started

Update Labels

Allows user access to work with classification labels

Classification Settings

Update

Allows access to the Classification tab in the Discover settings area

Clicking on a chip to select it will change its background color to blue to indicate that privilege is active. After selecting all of the appropriate chips for a role, press either the Add button to save the settings you have configured or the Cancel button to discard the edits that were made.

eDiscovery

Privilege

Feature

Description

Run

Allows access to the eDiscovery module

Holds

View

Allows the user to view custodian hold notices

Modify

Allows the user to change custodian hold notices

Create

Allows the user to add custodian hold notices

Delete

Allows the user to delete custodian hold notices

Assign Questionnaire

Allows the user to create/edit custodian hold notice questionnaires

eDiscovery Settings

Update Settings

Allows access to the eDiscovery tab in the Discover settings area

Searches and Collections

Set Reviewer

Allow user access to the ‘assign reviewer’ and ‘clear reviewer’ options in the search results grid

Update labels

Allow user access to create new review labels

View

Allow user to see Searches, Search Results, and Collections

Modify

Allow user to modify Search or Collection settings

Create

Allow user to create Searches or Collections

Delete

Allow user to delete Searches or Collections

Matters

View

Allow user to view all matter settings

Modify

Allow user to edit matter settings

Create

Allow user to create a matter

Delete

Allow user to delete a matter

Clicking on a chip to select it will change its background color to blue to indicate that privilege is active. After selecting all of the appropriate chips for a role, press either the Add button to save the settings you have configured or the Cancel button to discard the edits that were made.

Analytics

Privilege

Feature

Description

Analytics Configuration

View

Allows the user to access the analytics module

Modify

Allows the user to modify analytics settings

Create

Allows the user to create the first analytics configuration

Delete

Allows the user to delete an analytics configuration

Run

Allows the start an analysis run

Analytics Dashboards

Add

Allows the user to create a new dashboard

Update

Allows the user to modify dashboard settings

Delete

Allows the user to delete a dashboard

View

Allows a use access to the dashboards area of Analytics

Clicking on a chip to select it will change its background color to blue to indicate that privilege is active. After selecting all of the appropriate chips for a role, press either the Add button to save the settings you have configured or the Cancel button to discard the edits that were made.

Settings

Privilege

Feature

Description

General Settings

Update notifications

Update Settings

View Notifications

Generate Notification CSV

Delete Notifications

Authentication Settings

Update

Allows the user access to the authentication settings tab

Connector Settings

Update

Allows the user access to the connector settings tab

Single Sign-on Settings

Update

Allows the user access to the single-sign on settings tab

Administrative Settings

Update Administrative

User Retention Settings

Update User Retention

Allows the user access to the user retention settings tab

Clicking on a chip to select it will change its background color to blue to indicate that privilege is active. After selecting all of the appropriate chips for a role, press either the Add button to save the settings you have configured or the Cancel button to discard the edits that were made.