ℹ️ * 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.
⚠️ 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.
User Access Levels
Upload Only User
Users who only need to upload documents but do not need access to review documents.
Can only add documents into a project via File Uploads or Cloud Uploads.
Cannot view or access any documents or work product.
Cannot view any existing uploads or downloads in the project.
More here: Upload Only User Role
Billing Admin
Users who only need access to manage and/or view billing information, with no access to any projects or documents.
Can see Billing tab under Account page.
Can download per-project-invoices and most recent billing statement.
Can update payment details and billing address.
Cannot access any other functionality outside of the Billing page.
Cannot view any documents within any projects.
Limited Reviewer
Users who can only see documents proactively assigned to them but are not authorized to print or download documents.
Can only view documents that have been proactively assigned.
Cannot download or print individual documents.
Can see all previously applied work product on assigned documents.
Can apply new work product to assigned documents.
Reviewer
Users who can only see documents proactively assigned to them and are authorized to print or download individual documents.
Can only view documents that have been proactively assigned to them.
Can print or download individual documents.
Can see all previously applied work product on assigned documents.
Can apply new work product to assigned documents.
Basic User
Users who need access to all documents in a project but will not be uploading data or creating productions.
Can view all documents in a project.
Can create and access saved searches.
Can download/print individual documents.
Can apply work product to all documents.
Pro User
Users who can create bulk PDF downloads, manage work product, download existing productions, but not upload new data.
Has all privileges of a Basic User.
Can create CSV reports within a project.
Can create bulk PDF downloads.
Can view, export, and share existing downloads.
Can manage tags, custom fields, highlights, and redaction labels.
Project Admin
Technically adept users who can upload new data, create production downloads, create new projects, and manage users within a project.
Has all privileges of a Pro User.
Can create new projects.
Can see activity log in document viewer.
Can add users to the same project.
Can create File, Cloud, and Production Uploads.
Can create and delete production downloads.
Can request and approve project archiving and unarchiving for projects they create.
Can manage tags, persistent highlights, custom fields, and CSV download templates.
Can preserve an upload for later processing with Logikcull Preserve (this is a Subscription only feature).
Legal Hold Admin
Project Admin users who can create, view, and edit Legal Holds created in projects they have Admin access in.
Has all privileges of a Project Admin
Can view any Holds associated to their project
Can create new Holds in their project
Can use existing hold templates
Can download any hold reports in their project
Can NOT add other legal hold admins to their project
Can NOT create their own hold templates
Account Admin
Administrative users who can access all projects, delete projects, add or remove account-level users, access usage tab, and run account-level reports.
Has all privileges of a Project Admin
Can add users account-wide, including additional Account Admins
Can access and manage all Holds in account
Request archiving or unarchiving for any project in the account
Account Admins and Account Owners are the only users that can delete projects
Account Owner
User who has full access to all projects, account-level settings, can manage billing, and remove Account Admins from account.
Has all the privileges of Account Admin and Billing Admin.
Can enforce 2-Factor Authentication for all users in the account.
User Permissions Matrix
More information