Add users at the account level to give them access to multiple projects. You'll need Account Owner or admin-level access to add users.

Step by step instructions:

1. Go to "My Account" tab.

2. Select "Users"

3. Click on "Create New User"

4. Enter the new users email address and email domain.

5. Add users to multiple projects and select their access level by clicking on "Edit User Permissions"

6. Click "Create User"

Here is a simple table of each user abilities:

*Account Admins and Account Owners can create and approve requests for Project Creators. Project Creators become Project Admins in any project they create. In any other project they are involved in, they retain their original permission level.

As indicated above, the types of users you can add are:

Reviewer

  • Typically used for contract attorneys, expert witnesses, and sharing documents with clients.

  • Sees only documents assigned to the reviewer.

  • Can apply tags, fill in custom fields, add notes and comments, and add redactions, but cannot create new tags or custom fields.

  • Cannot upload or bulk download.

  • Do not see other users in a project.

  • Cannot tag duplicates from the document info panel.

Basic User

  • Typically individuals who need access to all documents, but will not be loading data or creating productions.

  • Sees all documents and users in a project.

  • Can apply work product.

  • Cannot upload or bulk download.

  • Cannot tag duplicates from the document info panel.

  • Sees all user types.

Pro User

  • Can manage tags, custom fields, highlights, and redaction labels.

  • Cannot add users, upload data, or create downloads.

  • Sees all user types and all downloads created.

Project Admin

  • Typically paralegals or technically adept attorneys who will be loading data and/or creating productions.

  • Sees all documents in a project.

  • Sees all user types.

  • Can upload, bulk download, delete downloads, and add new users to the project.

  • Can apply work product as well as create new tags, fields, persistent highlights, and redaction labels.

Account Admin

  • Can see all projects and all documents contained in the account.

  • Can upload, bulk download, delete downloads, and add new users (even additional account admins) for any project in the account.

  • Can apply work product and create new tags, fields, persistent highlights, and redaction labels.

  • Sees all user types.

  • Account Admins are the only users that can create or delete projects.

Reviewer

Basic User

Pro User

Project Admin

Account Admin

Account Owner

See all docs

See all users

Add new users

Apply work product to docs

Manage work product

Upload docs

Bulk download

Create projects

Delete projects

View project saved searches

Create project CSV download

View projects

View project users

View Usage tab

View billing

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