Work with cases in User Administration

You can add users to cases and remove users from cases in User Administration. In the Security section of each case, you can export a list of case users for your reference.

System administrators can assign any users to cases. Portal administrators can assign users with a portal administrator or lower portal user category.

Assign users to a case

You can assign users to more than one case at one time. You can also change users' case user category for each case and assign users to a case's group. You can download a report detailing the changes made to each user.

To assign users to a case:

On the Portal Home page, under Portal Management, click User Administration.

On the Users page, select users, and then click Assign cases. System administrators can sort cases by organization when assigning users to cases.

A list appears, displaying only the cases to which the selected users can be assigned. For portal administrators, when organization security is enabled, the list of available items depends on membership in a provider or client organization. To understand how organizations are managed in Nuix Discover, see Organizations. For a summary of how organization security affects portal access for each user category, see Portal security table.

Select cases and, if necessary, change the users' assigned case user category under Case user category. A user can be an administrator, group leader, or group member in a case. For more information about case user categories, see Work with User Administration.

Note: The Case user category applies to all selected users for each selected case. You can change an individual user's case user category on the Cases page in User Administration. For information, see Manage a user's cases.

Click Next.

Optionally, under Case group, select a group to which to assign the users.

Click Next.

To prevent unwanted access by reviewers outside of work hours, on the Restrictions page, you can restrict user access to those cases on certain days and during certain times. To do this:

Select Enable access restrictions.

Select the days of the week and time intervals on those days, during which access to the case or cases is permitted.

Select the Time zone in which the restrictions will affect the user. You can limit the user’s access to the case to a specified Date range or have the access continue indefinitely by selecting Ongoing.

Note: When users access their cases list on the Portal Home page, the application checks if any of the cases are restricted during the current day and time and if so, the user cannot access those cases. The link to the case is not active. This happens whenever the case list is loaded, regardless of when the user logs in to the application.

Click Next.

To create a downloadable report of the users that you are assigning, make sure that the Download report check box is selected.

Click Finish.

If you created a report, open or save it.

Remove users from a case

You can remove users from more than one case at one time. You can also create a report detailing the changes made to each user.

To remove users from a case:

On the Portal Home page, under Portal Management, click User Administration.

On the Users page, select users currently assigned to cases and then click Unassign cases.

Only the cases from which the selected users are eligible to be removed appear in the list. For portal administrators, when organization security is enabled, the list of available items depends on membership in a provider or client organization. To understand how organizations are managed in Nuix Discover, see Organizations. For a summary of how organization security affects portal access for each user category, see Portal security table.

Select cases. If a case is designated as a restricted user assignment case, the Restricted user assignment icon appears next to the Case name.

To create a report of the users that you are removing, make sure that the Download report check box is selected.

Click OK.

If you created a report, open or save it.

Restrict user access to cases

To prevent unwanted access by reviewers outside of work hours, you can restrict user access to those cases on certain days and during certain times. You can do this while assigning cases using the Assign window, or from the Users page.

To restrict user access to cases by date and time:

On the Portal Home page, under Portal Management, click User Administration.

On the Users page, select users currently assigned to cases and then click Restrictions.

On the Select Cases page, select the cases to which to which you want to restrict access and then click Next.

Note: You might see the restricted user assignment icon on cases on this page. System administrators can configure restricted user assignments to help prevent conflicts of interest in the organization. You can still restrict user access to these cases. For information about restricted user assignment, see Create new users.

Select Enable access restrictions.

Select the days of the week and time intervals on those days, during which access to the case or cases is permitted.

Select the Time zone in which the restrictions will affect the user. You can limit the user’s access to the case to a specified Date range or have the access continue indefinitely by selecting Ongoing.

Note: When users access their cases list on the Portal Home page, the application checks if any of the cases are restricted during the current day and time and if so, the user cannot access those cases. The link to the case is not active. This happens whenever the case list is loaded, regardless of when the user logs in to the application.

Click Finish.

Download a list of case users

You can download a list of all users assigned to a case. The report contains the information that appears on the Users page. The download feature is available in the case on the Users page in the Security section. For more information, see Download a list of case users.