User Tab

Clicking on the user sub tab will show you a list of user’s associated with the current client. From here you choose to manage or create users.

Adding New Users

Select New User to add a new user to the list.

Add user details in the fields on the New User page, which includes all of the fields and default values available when adding or editing a user in Relativity. For more information on how to fill out the fields when creating or editing a user, review the Relativity documentation on users.

When you are finished filling out user details, click Create to save the new user. To immediately create another user, click Create and New. To return to the list of users, click Back.

Tip: When using create and new, if a template user has been defined for your profile and that template user has the default password provider as its template, it will automatically be selected and configured for you.

Add User to Group

Users can be added to groups using Delegate either from user details screen or from the group details screen.

To add a Relativity user to a group from the user details screen, either click on the row of an existing user in the users list or add a new user, then scroll to the Groups section at the bottom of the user details screen. Click Edit. Users can be added to groups when users are created or after the fact.

The Users modal window will be populated with all users associated with your client.

Edit Users

Click the row for a particular user to edit their user details.

Edit the user fields as needed, then click Save to save your changes, Save and New to save your changes and create a new user, or Back to return to the users list. For more information on how to fill out the fields when creating or editing a user, review the Relativity documentation on users.

Enable/Disable Users

In Delegate you can enable/disable individual users or enable/disable multiple users in a single action.

Enable or disable a Relativity user by clicking the relevant button in the Relativity Access column for that user. If the user is disabled, the column will say Disabled and have a button where you can click Enable

If the user is enabled, the column will say Enabled and have a button where you can click Disable.

If the Enable button is not clickable for a user, you have met the user limit for the Relativity instance. Disable users in order to enable new users, or contact your Relativity system administrator

You can also enable or disable a user by changing the Relativity Access field within the user details screen.

Mass Enable/Disable Users

Take the following steps to enable/disable multiple users:

1. You can optionally filter the user list before enabling/disabling multiple users. To filter, first click on the filter icon. Next, filter the desired column and the user list will automatically update.

2. Individually specify which users to enable/disable by checking those users’ corresponding checkboxes in the left column.

3. Specify the scope of mass enable/disable to Checked, These (filtered users on the current page), or All (filtered users on all pages).

4. Select Enable or Disable from the dropdown.

5. Click Go.

Mass Import Users

Mass import users is a new feature in Delegate 2.3 that allows client administrators to import and create multiple users at once from a CSV file.

The new feature, if it is enabled on the Delegate Profile, is available on the Users sub tab of the Client Administration tab.

1. Click the Mass Import Users button
2. Download the CSV import template
   • The link is provided on the Mass User Import form

3. Input the values into the fields for the users you want to import
4. Save the file and ensure that it retains the ‘.csv’ format
   • Do not save it as an Excel file as it will no longer work!
5. Click the Preview link to validate the format and values you input for the users to import
6. A message will be displayed indicating if the document is formed properly or not

7. If there are any issues, they will be displayed here along with the line number where the issue is encountered

8. If everything looks good, click import to create users

Auto Invite

If the Default Password Provider is used for the newly created users, the Invitation Workflow will be kicked off automatically.

Auto Templates

If a Template User is configured for the client users are being imported into, any field that is not input into the csv will automatically be populated from the template user. If no essential fields are not set in the csv and not template user is configured, the default values for user creation will be used instead.