Who can use this feature?
👤 Organization Administrators
In this article:
Overview of roles and permissions
As your team grows and changes you will need to manage roles and permissions for your team members.
Every person in LawVu is assigned one of the following roles:
In-House Legal Team roles
Organization Admin / LawVu Administrator
In-house Legal
Contributor
Standard user
Legal Service Providers roles
Organization Admin / LawVu Administrator
Matter Manager
If you're looking for more information about the roles and permissions in LawVu, please take a look at this article.
Each role consists of a default group of permissions that you can customize for each person.
How to change roles & permissions
To start with, roles and permissions are applied to people, and as such, they are managed on a person-by-person basis. Your first step is to find the person whose role or permission you would like to manage.
1 - Go to Organization Settings > User management > User settings
2 - Find the person whose permissions you want to manage. In this case, it will be 'Camilla Jones'. Note the role listed beside their name.
3 - Click on that person's name and a preview window will appear. From there, click on the Edit button.
4 - This will take you to the person's profile. From here, just click on the Permissions item in the menu.
From here you can now change their role and any additional permissions.