Epiq Relativity User Administration

1.) All Epiq & DTI employee email id’s to be configured as Internal.
2.) All DRS users are external Users.
3.) All DRS email ids are Dummy so password to be sent to requester in excel format.
a. If the user is a DRS user, ensure the email address used in Relativity is not
@epiqsystems.com
4.) Group should be exact as mentioned in User request form
5.) No Creation / Modification to be done without PM permission. URF to be provided by PM, PM
to be requested URF if it’s missing in incident.
6.) Never create Test / Demo Accounts ( rather use existing test accounts with 5 days validity)
7.) System Administrators and PM groups can only be modified during US off hours.
8.) Username to be sent in First email & Password to be sent in Second email to Users
a. Do not send both in the same email
b. Be mindful during ticket processing to not put both pieces of information in the same
email chain
9.) After completion of Incidents, Acknowledgement to be sent to Requester, PM, DL or any Email
ID associated in Request Incident.
10.) Before sending credentials, please read carefully to whom it is requested to be sent.
11.) If you don’t have all information for password reset, before contacting user for more
information, try to find out user either manually or using the Search tools for each software.
12.) Never Reset Password for Disabled users without PM permission. As Reassigning of group will be
required.
a. Exception - Deutsche Bank users we re-enable user directly on request and assign the
removed group (Find in Audit) if user is deactivated less than 30days, be sure to
Acknowledgement to be sent to PM & DL for their review.)
13.) During a disable request, if user is only a member of the group “EVERYONE”, that user is to be
disabled from Relativity.
14.) For Bulk User creation we have tools for Relativity A & B environments.
a. Remaining need manual setups
b. Bulk Notification Tools for sending credentials also available.
15.) PM team and DL’s can be found in Lync.
16.) Default Password expiry should be 45 Days.
17.) For any Permissions changes don’t process until you are sure that you have all the information
needed to perform the request.
a. For New Groups - Copy permissions from default templates and inform the requester.
b. Do not overwrite or modify the dTemplate groups