Forum Discussion
J_HaystackID
Sep 20, 2025Copper Contributor
Importing Custodians into Unified Experience
I am beating my head against the wall. I have 24 custodians that I need to load into a review set then be able to filter based upon each custodian and export individually. This seems impossible, Also...
milgo
Microsoft
Sep 29, 2025Hello! Thanks for reaching out.
Could you please double check if you have the necessary permissions and revert on the thread. You need to be a member of the eDiscovery Manager role group.
https://learn.microsoft.com/en-us/purview/ediscovery-add-custodians-to-case?view=o365-worldwide#make-sure-you-have-the-necessary-permissions