Spectra Roles & Permissions

IN THIS ARTICLE:

The complete list of permissions for Spectra and Relativity defined by user role and function.

Spectra User Roles

This section describes each role's access level within Spectra. The Spectra account owner is the first Client Admin that gets added when the account is created by the Spectra Sales rep. There is no limit on how many users and their roles can be added to Spectra.

The various roles below contain default permissions for various standard user profiles. Additional permissions can be granted to any user role upon request to the Spectra team.

Client Admin	The Client Admin role has full account access in Spectra across all Matters. This role has the most extensive permissions within Relativity. If Brainspace is enabled for a matter, this role has administrator permissions.
Discovery Manager	The Discovery Manager role has access to imported files and processing volumes for matters to which they have been granted access. While this role has more permissions in Relativity than the Attorney, Reviewer, and Contractor roles, it has fewer permissions than the Client Admin role. If Brainspace is enabled for a matter, this role has standard user permissions.
Attorney	The Attorney role is ideal for users that do not need Spectra access or administrator permissions in Relativity, but otherwise require maximum flexibility within Relativity. This role has access to a variety of reports, can create Lists, and can view more detailed information on batch sets and database history. If Brainspace is enabled for a matter, this role has standard user permissions.
Reviewer	While lacking access to some of the reporting functionality and other features available to the Attorney role, the Reviewer role still retains significant rights within Relativity, including the ability check out batches, print and export documents, create and edit searches, access all folders, and conduct mass tagging. This role is best for those with more limited Relativity experience or those who do not require more extensive permissions.
Contractor	The Contractor role has the fewest permissions within Relativity. This role can tag and redact documents and access searches, but cannot print or save documents to PDFs nor can they export natives or metadata. This role is appropriate for Expert access and/or Contract Reviewers where their document access and activities will be extremely limited in Relativity or where additional or custom security is required.

Adding Users

For detailed instructions on how to add users to your account, see Create New User.

Good to know

Charges for each user are applied based on the calendar month, so you may want to wait until the beginning of a month if access isn’t urgent and budget is a concern.

Spectra, Relativity, and Brainspace Role Access

Download the complete list of Relativity permission granted for each Spectra Role here .

	Client Admins	Discovery Manager	Attorneys	Reviewers	Contractors
Spectra	Has access to all matters Create new matters Edit matter settings Ingest and process data Access processing reports Create production exports Invite and assign all roles	Can access assigned matters only Edit matter settings Ingest and process data Access processing reports Create production exports Invite and assign Attorney, Reviewer, and Contractor Roles	Can access Relativity for Brainspace assigned matters only	No access	No access
Relativity	Has access to all workspaces Review and code documents Export and print documents Reporting access Create lists Create and edit searches Access all folders Mass tagging Create productions Full deletion rights	Has access to assigned workspaces Review and code documents Reporting access Create lists Create and edit searches Access all folders Mass tagging Create productions	Has access to assigned workspaces Review and code documents Reporting access Create lists Create and edit searches Access all folders Mass tagging	Has access to assigned workspaces Review and code documents Export and print documents Create and edit searches Access all folders Mass tagging	Has access to assigned workspaces Review and code documents
Brainspace	Can turn on Brainspace for a matter Can process and promote to Brainspace Has access to Brainspace datasets Has access to Brainspace Analytics tab Has access to Notebooks tab Has access to Supervised Learning tab	Can process and promote to Brainspace Has access to Brainspace datasets Has access to Brainspace Analytics tab Has access to Notebooks tab Has access to Supervised Learning tab	Has access to Brainspace datasets Has access to Brainspace Analytics tab Has access to Notebooks tab Has access to Supervised Learning tab	No access	No access

Spectra User Permissions

Below is the complete list of permissions for Spectra.
*Role can perform actions only within Matters they have been granted access to.

MATTER SETTINGS

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Can add a Matter	✔
Can delete a Matter	✔
Can edit a Matter	✔	✔

ADD USERS TO SPECTRA ACCOUNT

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Can add a Client Admin	✔
Can add a Discovery Manager	✔
Can add an Attorney	✔	✔
Can add a Reviewer	✔	✔
Can add a Contractor	✔	✔

ASSIGN USERS TO A MATTER

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Can assign a Client Admin	✔
Can assign a Discovery Manager	✔
Can assign an Attorney	✔	✔
Can assign a Reviewer	✔	✔
Can assign a Contractor	✔	✔

DELETE AND REMOVE USERS

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Can delete users from account	✔
Can remove Discovery Managers from a Matter	✔
Can remove Attorneys from a Matter	✔
Can remove Reviewers from a Matter	✔
Can remove Contractors from a Matter	✔

DATA INGESTION

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Can browse and upload data	✔	✔
Can upload data using SFTP	✔	✔
Can transfer data using Aspera	✔	✔
Can add / assign custodians	✔	✔

PROCESSING

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Can create and process a Volume	✔	✔
Can view and download processing reports	✔	✔
Can view a Volume in Relativity	✔	✔	✔	✔	✔
Can view a Volume in Brainspace	✔	✔	✔

EXPORTS

ACTION	CLIENT ADMIN	DISCOVERY MANAGER*	ATTORNEY*	REVIEWER*	CONTRACTOR*
Create an export	✔	✔
Edit an export	✔	✔
Download an export	✔	✔