Add a Group

Users who will share specific tasks, such as all tagging duties or the review of a particular case, can be combined into a group. Define the privileges for all group members by defining them for the group, and assign the group to cases or batches as needed. Groups allow case activities to be efficiently managed and monitored.

Examples of groups you might want to define include:

  • A group of users responsible for the initial review of cases, where documents are assessed and annotated (tagging, redaction, and other markups).
  • A group for final case review, during which a quality control check occurs.


  1. Start Eclipse SE Administration and log in as a Super Administrator.
  2. Click the Case Management tab.
  3. In the navigation panel, expand the User/Group Management menu and click Group Management.
  4. In the left pane of the Group Management workspace, click . (If you cannot see the button, expand the width of the left pane by dragging its right separator line.
  5. In the Add Group dialog box, enter a unique group name (60 characters maximum), plus a description if desired. Descriptions can be up to 160 characters.
  6. Click OK.

  7. Repeat these steps for all groups being added at this time. Groups are initially added with no role, meaning users will have the role/privileges assigned to them as users.

    Note: Case Administrators can manage groups for cases assigned to them.

  8. Add users to the group, see Add Users to Groups or Change Group Membership.
  9. Assign cases to the group, see Assign Cases to Groups or Change Case Group Assignments.
  10. Define the group roles and privileges, see Define or Change Group Roles and Privileges.

    For more information about standard roles and privileges, see Control System Access Using Groups, Users, Roles, and Privileges.

  11. If needed, inform users that they are now part of a group(s).


Related Topics

Overview: Security