Individual Permissions Needed for Activate

You can use the system-generated roles such as Data Controller or Compliance, or you can add the permissions to user-defined roles.

User roles	Permissions	Associated CommCell entities
Case Manager User	Agent Management Browse Compliance Search Data Protection/Management Operations View	Exchange user mailbox, Journal mailbox, or SMTP clients where the custodian data is backed up
Case Manager Reviewer	Agent Management Browse Compliance Search View	Exchange user mailbox, Journal mailbox, or SMTP clients where the custodian data is backed up
Compliance Officers	To perform basic operations such as performing a search: Download Out-of-Place Recover Compliance Search Additional permissions needed to add search results to a case: Agent Management Data Protection/Management Operations Additional permissions needed to tag all items in a review set: Administrative Management	Servers or server groups
Data Controller Infrastructure Administrator	Data Connectors Agent Management Download Data Protection/Management Operations Browse In Place Recover Out-of-Place Recover End User Access Compliance Search Live Browse Install Client Add Datasource Delete Datasource Edit Datasource Query Datasource Administrative Management View Change security settings Create Plan Edit Plan Delete Plan Use Plan Create Schedule Policy Delete Schedule Policy Edit Schedule Policy Edit Schedule Policy Associations Operations on Storage Policy\Copy Add, delete and modify a user	CommCell
Data Processor (reviewer)	No permissions are needed