Individual Permissions Needed for Activate

Updated

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

  • Edit Plan Associations

  • 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