![]() ![]() Explore the eDiscovery (Standard) workflow Perform this step if you want to give other users (or roles group) access to the case. You can start using the case to create eDiscovery holds, search for content, and export search results. If you create a case in Step 3 and you’re the only person who will use the case, then you don’t have to perform this step. Add members to eDiscovery (Standard) case (Optional) The user who creates the case is automatically added as a member. Create a caseĬomplete the process to create a case and add members. ![]() They can add and remove members, place an eDiscovery hold on users, create and edit searches, and export content from eDiscovery (Standard) case. Members of this role group can create and manage eDiscovery (Standard) cases. User must be added as a member of the eDiscovery Manager role group in the compliance portal.
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