User Access Levels (click to jump to a section)

Reviewer

Basic User

Pro User

Project Admin
* Account Admin

* Account Owner

Account Permissions Matrix

🔗 How to add new users to your account

🔗 How to adjust user permissions


ℹī¸ * 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.


User Types

Limited User does not have the ability to create new projects

Project Creator has the ability to create new projects

Account Admin has the ability to create new projects and has full access to all existing projects by default.

⚠ī¸ If you change User Type to Account Admin, that will give the user access to the entire account, so all projects will be selected by default.


Reviewer

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

  • Can only view documents that have been proactively assigned.

  • 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.

  • Cannot add users.

  • Does 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 add users.

  • Cannot tag duplicates from the document info panel.

  • Sees all user types.

Pro User

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

  • Cannot upload data, or create downloads.

  • Cannot add users.

  • 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 see activity log in document viewer.

  • Can add users to the same project.

  • Can upload, bulk download, delete downloads.

  • Can create new CSV download templates.

  • 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, and delete downloads.

  • Can add users, including additional account admins, to 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 and Account Owners are the only users that can create or delete projects.

Account Owner

  • Has all the privileges of Account Admin

  • Only access level that can view the billing tab to manage payment and view invoices in-app.

  • Can enforce 2-Factor Authentication for all users in the account.

Account Permissions Matrix

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