---
title: "CloudNine Review: How do I Update Users, Enroll Users to Projects, and Set Project Rights?"
description: Updating User Information, Access Level, Enrollment and Rights
---

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# CloudNine Review: How do I Update Users, Enroll Users to Projects, and Set Project Rights?

## Updating User Information, Access Level, Enrollment and Rights

The **Update User** window is used to update **User Data**, **Enrollment,** and **Rights** for a project. Global Admin users can update any user within the organization and can access the **Update User** option from the **My Project** page.  

You must be a Global Admin at the Organization Access Level to Update User Data. 

**Update a User **

1. Sign in to CloudNine Review. On the My Projects page, select  **Users - Update User** from the top menu bar.   
   ![UpdateUserMenu](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/UpdateUserMenu.png?width=688&height=158&name=UpdateUserMenu.png)
2. The **Update User - Select a user -** window opens. Use the drop-down to select the User email to update. 

![userselect-1](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/userselect-1.png?width=576&height=184&name=userselect-1.png)

Once selected, the **Update User Data Window** opens. 

**Update User Data**  
![Update User Data  1-1](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/Update%20User%20Data%20%201-1.png?width=655&height=406&name=Update%20User%20Data%20%201-1.png)

**(1) Select User:** Drop-down list of users within the organization. 

**(2) User Data:** The User Data screen allows you to update:

- **Contact Information:** Add or update a user's contact information. The User Name and Email should match. 
- **Doc View List Size:** Increase or decrease the number of records listed on the page. The default is 25 records. 
- **Session Timeout:** Automatically logs the user out of CloudNine Review after the configured inactivity period (default: 20 minutes).
- **Organization Access Level:** Sets the user's access level at the organization level. There are three Access levels: 
    - **Global Admin:** The highest level of access in the organization. Global Admin users can access all projects, add/update users, monitor all project activity through the Organization Discovery Queue, and access reports.
    - **Reviewer:** The lowest access level in the organization. Reviewers can access only projects to which they are enrolled; the Project Access Level defaults to Project Reviewer.  Project Reviewers can only access Review Sets if enabled. If not enabled, a reviewer can access the project database but not search. A reviewer can create a new project and load data into the project. The reviewer is assigned as the Project Admin and can enroll additional users. 
    - **User:** The most common Organization level. Users will only see projects to which they are enrolled. The project access level will default to Project User. A project user will have access to the project database, including search. Users can create new projects and load data into the project. The user is a ProjectAdmin for any projects they create and can enroll additional users.
    - Project-level enrollment and rights can be changed by the Project Admin or a Global Admin.
- **Referred By:** Optional field that can be used for tracking purposes.
- **FTPAccess: ** Enabled by default, allows the user to upload data to CloudNine Review. 
- **User Disabled: **Disables a user from logging in to CloudNine Review. 
- **MFA Enabled: **Selected by default, requires users to use multi-factor authentication when logging in to CloudNine Review. 

**(3) Enrollment:** Enroll / Unenroll users to projects within the Organization. A Global Admin can enroll/unenroll users to any project in the organization. To enroll/unenroll users in a project, you must be a Project Admin.  

![Enrollment](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/Enrollment.png?width=558&height=352&name=Enrollment.png)

**(4) Rights: **Global and Project Admins can specify a user's Access Level and Rights in the Project. Any user who creates a new project and uploads data into it is the Project Admin for the project. When a user is enrolled in a project, the Project Access Level is determined by their Organization Access Level, but can be changed for each project. In addition, specific rights can be added/removed at the project level. 

![Rights1](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/Rights1.png?width=688&height=436&name=Rights1.png)

- **Project Access Level:** There are three access levels for a project.  
    - **Project Admin:** Can update project maintenance, enroll users, and assign rights. 
    - **Project User:** Has access to the project with the rights given. 
    - **Project Reviewer:** Only has access to review sets when they are enabled. If not enabled, has access to the full database but not search.
- **Rights: **The table below describes the rights available for each section.  
    - **All Rights: **Gives the user all rights described in the table below. The Project Admin who creates the project and loads data will have All Rights assigned. 

| **Rights** | **Description** |
| --- | --- |
| **Document Rights** |   |
| Create Global Fields | The user can add fields to the database that are visible to all users. |
| Edit Global Fields | Users can change global fields.  |
| Bulk Tag Documents | Users can group tag document records. |
| Annotate Tag Documents | Ability to redact and annotate documents in the project.  |
| Download Documents (default selection) | Ability to download all versions of the document.  |
| Print Documents (default selection) | The user can print (image) the current document. |
| **Reporting Rights** |   |
| Audit Log Report | The user can access the Audit log report. |
| Index Report | Access to the metadata index report.  |
| **Searching Rights** |   |
| Full Text Searching | The user can search the document text.  |
| **Exporting Rights** |   |
| Export Documents | Access to the Self-Service Production tool.  |
| Bulk Redaction | Can perform bulk redaction on PII and search term hits.  |
| **Filter - View Rights** | Located on the Filter tab on the Rights screen.  View Rights allows you to hide document versions from users.  |
| Hide Image Tab | The user cannot see the Images. |
| Hide Native Tab | The user cannot see Native files.  |
| Hide Text Tab | Text is not available to the user.  |
| Hide HTML Tab | The HTML tab is not available to the user.  |

- **Filter:** In addition to setting View Rights, a Filter can be implemented to specify the documents the user can see. For example, you may want the user to only access document records within a specific date range. This is useful when you have a third party, such as an expert witness, and you wish to provide them access to the project, with limits on the documents they can see. 

![RightsFilter](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/RightsFilter.png?width=688&height=438&name=RightsFilter.png)

**(5) Fields: **You can also choose the System, Metadata, and Global fields that a user can see, filter, and search. 

![UserFields](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/UserFields.png?width=688&height=435&name=UserFields.png)

**(6) IP Restrictions:** Enter the IP addresses from which the user is allowed to access CloudNine Review. You can add an unlimited number of IP addresses.

![IPRestriction](https://kb.cloudnine.com/hs-fs/hubfs/KB_C9R/IPRestriction.png?width=688&height=434&name=IPRestriction.png)

 

 

 

 

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