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Access bundles

Written by Alina
Updated yesterday

In this article:

  • Overview

  • Difference from user rights

  • Managing Access Bundles

  • Configuring Permissions

  • Assigning access bundles to content


Overview

Access bundles allow you to control who can view, create, or edit content in LawVu Draft. You can apply access bundles to items such as:

  • Folders

  • Clauses

  • Templates

  • Legal guides

This helps you control which users or groups can work with specific content.


Difference from user rights

Access bundles work together with user rights, but they are not the same.

  • User rights determine what features a user can access in LawVu Draft (for example, creating templates or managing attributes).

  • Access bundles determine what a user can do with specific content in the library.

For example, to create a clause in a folder, a user must:

  1. Have the user right to create clauses, and

  2. Have permission through the access bundle assigned to that folder.

Both conditions must be met.


Managing Access Bundles

Administrators can manage access bundles in the Administration panel.

Configuring Permissions

Each access bundle allows you to configure three types of permissions.

  • Read & Use allows users to view and use content. For example, users can open folders, search for clauses, insert clauses into documents.

  • Create New allows users to add new content, such as creating a clause in a folder, adding a subfolder, or creating a new template.

  • Edit allows users to modify existing items, such as updating a clause, editing a template, or modifying a Clause Hunt locker.

Permissions can be assigned either to all users in the organization or to specific user groups, such as departments.

If a user belongs to multiple groups, the permissions from those groups are combined. For example, if a user belongs to both the Corporate and Employment groups and the Employment group has more permissions, the user will receive those higher permissions.

Assigning access bundles to content

To apply an access bundle, it must be assigned to a specific item in LawVu Draft.

This is done outside the Access Bundles settings, depending on the type of content.

For example, folder access bundles are managed in the Folders preferences panel.

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