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to start a new discovery process you need to apply the correct permissions to a user account so log into the 365 admin center and go to security in security go to permissions and then we want to look for e-discovery and well select e-discovery manager and make sure that the e-discovery manager has been applied to a user so we can see here the e-discovery administrator has been applied to my account if not you can select edit and you can add the user account to this list once youve done that go back to the admin center and select compliance in compliance go down to e-discovery and select core click on create a case and well create a name for our case so well call this legal case two you can enter a description if required and select save we can see that our status is active the created date and last modified if you select the case firstly if you go to settings you can then go to access and permission you can then add additional members or users to this case so they can track the pr