Clicking on the user sub-tab will show you a list of users associated with the current client. From here, 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 following 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.
Template User Simplicity
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 the user details screen or from the group details screen.
From the User Details Page
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 groups modal window will be populated with all groups associated with your client.
From the Group Details Page
To add a Relativity user to a group from the group details screen, either click on the row of an existing group in the groups list or add a new group, then scroll to the Users section at the bottom of the group details screen. Click Edit. Users can be added to groups while groups are being created or after the fact.
The users modal window will be populated with all users associated with your client.