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›Client Administrations

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  • New in Delegate 3.3
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Installation & Setup

  • Installing Delegate
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Configuring Delegate

  • Creating Delegate Profiles
  • Configuring Client Tab

Client Administrations

  • Client Administration Tab
  • Switching Active Client
  • User Tab
  • Group Tab
  • Matter Tab
  • Workspace Tab

Automated Workflows

  • Global Settings and Permissions
  • Creating a Workflow
  • Running The Workflow
  • Exporting and Importing Templates
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Advanced Functions

  • API Calls
  • Audits
  • Plugins

Client Administration Tab

As a Delegate Client Administrator, the Client Administration tab will be visible alongside the workspace tab when you log into Relativity.

Clicking on the Client Administration tab reveals five sub-tabs where you can manage users, groups, matters, and workspaces, or view audit information. The availability of these tabs will depend on the profiles you are a member of and the permissions they have been granted.

← Configuring Client TabSwitching Active Client →
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