Microsoft Purview · eDiscovery
Reviewer
Access review sets in eDiscovery cases to analyze collected data without search or export capabilities.
Scope: Limited to review sets in assigned cases only
Permissions
- Document View - View documents in review sets
- Document Tagging - Tag and annotate documents
- Coding - Apply coding decisions
- Review Set Queries - Create and use review set queries
- Analytics - View case analytics and insights
Common use cases
- Contract attorneys reviewing documents for relevance
- Subject matter experts providing technical review
- Outside counsel conducting privilege review
- Large-scale document review projects
Best practices
- Establish clear tagging protocols before review begins
- Use quality control sampling to ensure consistency
- Track reviewer productivity and accuracy metrics
- Rotate difficult or sensitive cases among experienced reviewers
Security considerations
- Least privileged eDiscovery role - minimal security risk
- Cannot search, export, or manage cases
- Activities are logged for quality control and audit
- Should only see documents relevant to their review assignment
Common questions
When should I assign the Reviewer role?
Assign Reviewer when you need to: Contract attorneys reviewing documents for relevance; Subject matter experts providing technical review; Outside counsel conducting privilege review; and Large-scale document review projects. It is part of Microsoft Purview and should be granted as a least-privilege alternative to broader roles like Global Administrator.
What can someone with the Reviewer role do?
The Reviewer role grants permissions including: Document View - View documents in review sets; Document Tagging - Tag and annotate documents; Coding - Apply coding decisions; Review Set Queries - Create and use review set queries; and Analytics - View case analytics and insights. See the Permissions section above for the full list.
What are the security risks of the Reviewer role?
Key considerations when assigning Reviewer: Least privileged eDiscovery role - minimal security risk; Cannot search, export, or manage cases; Activities are logged for quality control and audit; and Should only see documents relevant to their review assignment. Review the Security considerations section before assignment, and pair with Privileged Identity Management (PIM) for just-in-time access where possible.