Delegate 2.0 re-imagines the way client management is configured and delegated to the users of your organization. In prior versions of Delegate, access to the system was provided implicitly such that members of the configured group would automatically be able to manage all aspects of whatever Relativity Client object they belong to.
This concept is still available in Delegate 2.0, but the setup and configuration is now done explicitly, allowing system admins full control over the groups who can access the system and what parts of Delegate they can use to manage their assigned clients. Delegate profiles now provide you additional options, such as providing project managers or lit support groups in your organization to manage multiple clients.
This article covers the Delegate profile and provides a high level overview of all of the available configuration options.
Delegate profiles tab
A new tab is available under the Delegate System Admin tab titled “Delegate Profiles.” If you have updated from Delegate 1.2 or earlier, this tab will replace the "Client Administration" tab. Upon first accessing this tab, you will see something different depending on if this is a fresh installation or an upgrade from Delegate 1.2 or earlier. If this is an upgrade, a Delegate profile will already exist that provides the necessary configuration for your previously configured Client Administration group.
This tab displays all of the Delegate profiles currently configured for your system and information about each of those profiles.
Delegate profile group
The profile group is a Relativity group in your organization who will be granted the ability to manage clients through Delegate. All users of this group will be able to take advantage of the features you grant them access to in Delegate.
As a best practice you should always create groups specifically for use with Delegate. Group you select to grant access to use Delegate should not be groups that you will use for permissions or organization within workspaces. By selecting a group for use with a Delegate profile, you are providing access to control certain parts of Relativity through the Delegate application.
Multiple Delegate profiles
If a user is a member of multiple groups that are used for a Delegate profile, the permissions granted to that user will be specific to the clients the profile is associated with. Take this scenario for example:
- John is a member of Group A and Group B, and both groups have a profile set up for them.
- Group A manages Client A.
- Group B manages Client B.
- Group A can manage users for Client A.
- Group B cannot manage users for Client B.
- John will be able to select between Client A and Client B when using Delegate.
- John has Client A selected and creates a user for Client A.
- John changes his selection to Client B while still on the Users tab.
- John will automatically be navigated to the group tab as he cannot manage users for Client B.
Similarly, when a user is a member of two or more profiles that both can manage the same client, the permissions for that client are additive, meaning the highest available permission will be used to determine access. Consider this scenario:
- Jane is a member of Group A and Group B, and both groups have profiles set up for them.
- Group A manages Client A.
- Group B manages Client A.
- Group A can manage users for Client A.
- Group B cannot manage users for Client A.
- Jane will be able to manage users for Client A.
When creating a Delegate profile, you have the ability to select one or many clients that the group members of the profile will be able to work with. Delegate profiles may be able to work with one or many clients simultaneously. This allows for different demographics within your organization to benefit from the use of Delegate.
Group members can manage their own client
Another option that is available when configuring clients is the ability to allow group members to manage their own clients. This options allows you to persist the prior functionality of Delegate by allowing implicit client control in Delegate. This option is great for managed services customers who wish to have some members of their organization responsible for managing users, groups, matters, and workspaces for their organization.
Upgrading from Delegate 1.2 and earlier to Delegate 2.0
Prior versions of Delegate allowed for the configuration of a single group and all members of that group would automatically manage their own client. Upon updating from those versions to Delegate 2.0, the configured group will automatically have a profile created for it, and the group will have the option to manage their own client set and all prior permissions selected. This will allow for a seamless transition between those versions and Delegate 2.0, and will prevent any interruption of use for users.
Delegate profiles allow for vastly expanded customization when configuring what you want the members of your profile groups to be able to do. Each client administration tab can be toggled on or off, giving the ability to delegate permissions in the manner you need. This means if your client administrators should not have the ability to create workspaces or matters, you can remove their ability to do so.
Permissions are continually checked and enforced by the system. This means that if a user has permissions and you remove it, they will be informed that they no longer have permission to that object and will be automatically navigated to a tab they do have access to. Additionally, if a user is a member of multiple profiles for different clients and each profile has a different set of tab permissions, the permissions will be enforced as they switch between active clients.
Enable and disable users
The ability to modify whether a user is enabled or disabled can be toggled for each Delegate profile. This feature works great in tandem with a new client configuration that allows for defining the default enabled state for new users.
If you have a need for all new users to be created without access to Relativity, you can restrict the ability to change the enabled field for users and combine that with setting the default enabled state to disabled.
Modify user authorization profiles
Authorization profiles can be complex for some users. This option lets you disable adding, modifying, or removing authorization profiles when your client admins create new users.
This feature works best when paired with the new template user feature in client configuration. Template users who have the default password provider will result in new users created under that client automatically configured with the default password provider and the invitation workflow kicked off.
When combining these features, you empower your users to create new Relativity users incredibly quickly--as easily as “create and next!”