Add or remove members from an eDiscovery (Premium) case
Tip
eDiscovery (preview) is now available in the new Microsoft Purview portal. To learn more about using the new eDiscovery experience, see Learn about eDiscovery (preview).
You can add or remove members to manage who can access the case. However, before a member can access an eDiscovery (Premium) case (and perform tasks in the case), you must add the user to the eDiscovery Manager role group on the Permissions page in the Microsoft Purview compliance portal. For more information, see Assign eDiscovery permissions.
Note
For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.
On the eDiscovery (Premium) page, go to the case that you want to add a member to.
Select the Settings tab and then choose Select in the Access & permissions tile.
Under Manage members, select Add to add members to the case. You can also choose to add a role group to the case by selecting Add under Manage role groups.
In the list of people or role groups that can be added as members of the case, select the check box next to the names of the people or role groups that you want to add.
Note
When adding a role group to a case, you can only add the role groups that you are a member of.
After you've selected the people or role groups to add as members of the case, select Add.
In the Manage this case flyout page, select Save to save the new list of case members.
Important
If a role is added or removed from a role group that you've added as a member of a case, then the role group will be automatically removed as a member of the case (or any case the role group is a member of). The reason for this is to protect your organization from inadvertently providing additional permissions to members of a case. Similarly, if a role group is deleted, it will be removed from all cases it was a member of. For more information, see Assign eDiscovery permissions.
Tip
If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview trials hub. Learn details about signing up and trial terms.
Removing members from a case
Only an eDiscovery Administrator can remove members from a case. Even if you're assigned to the eDiscovery Manager role group or initially created the case, you won't be able to remove yourself or other members from a case unless you're also an eDiscovery Administrator. To remove yourself or other members from a case, contact an eDiscovery Administrator in your organization.