Overview

Cloud administrators can create different roles for legal administrators. Using roles, Cloud administrators can define the actions that Legal administrators can perform on a Legal Hold policy. The roles apply to all Legal Hold policies in that Legal Hold type. 

Procedure

To create a role for a legal administrator 

1. On the inSync Management Console menu bar, click  > Administrators. The Administrators and Roles page appears.
2. Click the Roles tab.
3. Click New Role. The New Role window appears.
4. On the Summary page, provide the appropriate information for each field.

   Field	Action
   Name	Type the name for this role.
   Description	Type a short description for this role.
   Import rights from	Select Legal Admin. Note: You must always select Legal Admin from the Import rights from drop-down box to view the rights available for legal administrators.

5. Click Next. The Assign Rights page appears.
6. On the Assign Rights page, select the right that you want to create for a legal administrator. You can also select multiple rights. For information on the accesses associated with each right, see Administrator roles and responsibilities.
   
   
   
   The details for each right is described in the table below:

   Right	Description
   Create and manage Legal Holds	Allows legal administrators to only create Legal Hold policies and view all Legal Hold policies. Administrators with this right can also add and edit custodians to a Legal Hold policy.
   View Legal Hold	Allows legal administrators to only view selective Legal Hold and access WebDAV data. This right allows Cloud administrator to allow access only to selective Legal Holds. Cloud administrators can select the Legal Holds for which they want to allow access on the Access Control tab while creating a legal administrator.
   Delete Legal Hold	Allows legal administrators to view and delete selective Legal Holds and access WebDAV data for those selective Legal Holds. Similar to the View Legal Hold right, cloud administrators can select the Legal Holds for which they want to allow access on the Access Control tab while creating a legal administrator.
   View Legal Hold settings	Allows legal administrators to only view the available Legal Hold types. Legal administrators with only this right cannot add, edit or delete a Legal Hold type. Note:  For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must  select this to provide view access to the available Legal Hold types.
   Manage Legal Hold settings	Allows legal administrators to view, add,  edit, and delete a Legal Hold type. Note:  For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must  select this to provide view, add,  edit, and delete access to Legal Hold type.
   View Legal Hold clients	Allows legal administrators to only view the list of available Legal Hold clients. Legal administrators with only this right cannot add, edit or delete a Legal Hold client. Note: For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must  select this to provide view access to the available Legal Hold clients.
   Manage Legal Hold clients	Allows legal administrators to view, add,  edit, and delete a Legal Hold client. Note: For Cloud administrator, by default, this is selected. For legal administrators, the Cloud administrators must  select this to provide view, add,  edit, and delete access to Legal Hold clients.
   Delete Legal Hold clients	Allows legal administrators to view and delete existing Legal Holds clients.

7. Click Finish. The role appears in the Roles list. 

​​​The following rights will be enabled by default for the legal administrator. You can update these rights as per your organization's requirements.

For more information, see Predefined roles and rights.