Access Controls

A quick guide to managing Matter and Contract access in LawVu.

Ben Kidd avatar
Written by Ben Kidd
Updated over a week ago

Permission levels affect what the user sees and how they can interact with Matters and Contracts within LawVu. These can be set for each Matter using our intuitive Access Controls.

In this article:

The Members Tab

The Members tab contains a list of the people who are actively participating in the matter. They can view the matter from their All Matters and My Matters lists and as such will receive notifications of key matter events. They can view all public matter information and can also invite new members.

The Access Level column indicates the permission level of each member. The access level displayed here is specific to this matter and can be modified by users with "Member" access. To get an overview of the different Access Levels, simply hover over the small question mark icon.

Alternatively, check out the following article on Roles while working on a Matter or contract.

How to add members

To add Members to a matter or a contract, simply click the + Add Members button in the top right of the Members tab.

Use the people picker to search for your colleagues to add as members.

To remove members, simply click the "x" to the right of their name.

Security Tab

To the right of the Members tab is the Security Tab. The Security Tab enables us to see everyone who can actually view a matter/contract. This includes security groups such as Matter Administrators, Contract Administrators, and Teams.

We can grant access to a Team here by using the search bar and selecting the appropriate team.

It is important to note that granting access just means they have visibility over the matter and will be able to view it from their All Matters list. Not until they actually contribute to a matter will the individual become a member, then they will see the matter in their My Matters list and start receiving notifications.

At times, you may want to hide or limit access to specific matters or contracts, and you can achieve this using the restrict feature that is also accessible in the Security tab. Click on the available links below to learn more:

How to add people to Administrator groups

There are three types of security groups:

  1. Matter Administrators

  2. Contract Administrators

  3. Time Administrators

  4. RFP Administrators

Administrators have visibility over the entire category. For example, a Matter Administrator can view all matters. This was formerly known as having "Can Access All Matters" permission.

To add someone to either the Matter or Contract Administrator security groups, apply the following process:

  1. Ensure your permissions level is Administrator

2. Go to Settings > User management > Administrator groups

3. Select the desired Administrator group. For example, Matter administrators

4. Click the + Add people button to access the people picker. Search for and add people as required.

For more information about Administrator groups, click here.

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