Member Roles

Account members can be assigned 1 of 2 roles:

1. Administrator
2. User

Administrators

Administrators can perform additional administrative functions the User role does not have the rights to perform.

An account can have one or more administrators. The person that creates the account is automatically assigned the role of administrator. Existing administrators can set the administrator role to other members and revoke it. Administrators can perform all functions a User role can. Additional administrative functions the User role does not have rights to perform. These functions include:

• Manage members (add and remove)
• View a list of all matters
• Manage matter participation on all matters
• Delete matters
• Manage organizational details

Users

A new member is assigned the role of User by default. As a User, you can perform the following functions:

• Create new matters
• Manage matter description and participation (limited to matters where the member is assigned a participant on the matter
• Upload new documents (including new document version)
• Delete documents
• Share documents
• Revoke sharing of a document
• View matter and document activity logs
• Download documents