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Every person who uses LawVu is assigned a role based on the work that they need to do within LawVu. Roles are different depending on whether you belong to an in-house legal team or if you belong to a legal service provider/law firm and are assigned when people join LawVu.

The person with the role of Organization Admin / LawVu Administrator has the ability to change roles for people within their organization.

We’ve introduced preview permissions for matters and contracts and created a Full Matter and Full Contract Access permission. This is what these permissions do:

Also, you can now add an in-house legal member to Matter/Contract/Time/RFP Administrator Groups directly through their profile permissions.

Existing users or organizations using Default Permissions will not notice any change in their permission or access level in LawVu after the permission upgrade.

New users added to LawVu or whose roles are updated will inherit a standard set of permissions described in the list below. Keep in mind these vary depending on their enabled licenses.

This person manages the LawVu account and decides how LawVu will be implemented within your organization. This role has access to all LawVu features and settings.

Inherent Permissions and Features (these remain turned on):

Other permissions and features available the Administrator can turn on/off (default for the Administrator role with a contract contributor license)

Inherent Permissions and Features: Create matters

Other permissions and features available (default for the In-House legal role with a contract contributor license). These can be turned on/off by the Administrator:

Inherent Permissions and Features: Create matters

Other permissions and features available (default for the Contributor role with a contract contributor license). These can be turned on/off by the Administrator:

Inherent Permissions and Features: Create matters ( cannot be turned off), Preview matters, Preview contracts

Other permissions and features available for Standard users for both matters and contracts (these can be turned on/off by the Administrator):

The Administrator can decide to switch on the other permissions as well, which will enable the Contract Contributor license and give Standard Users the ability to create contracts and/or full access to them.

Note! If you want users not to have full contract access, make sure you switch off the permission, not change the user role.

This person manages your LawVu account and decides how LawVu will be implemented within your organization. This role has access to all LawVu features and settings.

Inherent Permissions and Features:

Other permissions and features available the Administrator can turn on/off :

Inherent Permissions and Features: Create matters

Other permissions and features available (these can be turned on/off by the Administrator)

The global roles (listed above) will grant you access to work on matters - but there are also individual roles that can be applied when you are working on a matter.
To access these roles just click on the 'Members' tab when working on a matter.

The person will be able to act for all intents and purposes as the original matter owner. They will be able to make modifications to and agree on the scope of the matter.

The person will be able to act for all intents and purposes as the original matter manager. They will be able to make modifications to and agree on the scope of the matter. They can adjust the access level of the members listed in the 'Members' tab. To learn more about delegates, click here.

Any user can be added as a member to a matter, contract, or RFP. A member is able to edit the contents of matters and contracts (with the exception of Standard Users, who can only see the preview). Members can be added to Conversations, Tasks, and be assigned Actions. Members cannot engage in the scoping process unless either the Matter Manager or Matter Owner delegates their authority to that person.

The level of access and contribution of a member depends on the user license and permissions.

For Standard Users, the preview mode defines the extent of their access within LawVu. Standard Users are primarily concerned with checking on the status of the matters and contracts they have raised with their legal team. Preview mode enables them to do this.

The person will have read-only access to matter details. They can access the Files tab, where they can see files added by other users, as well as upload and delete their own files; Tasks, where they can see tasks assigned to them; and Conversations. You can read more about Limited Member access here.

This person cannot access the matter at all, and can only upload invoices for billing.

Administrator groups are a means of allowing those with the following roles, access to all non-restricted Matters and Contracts within LawVu:

Note: Standard Users and Contributors cannot be added to Administrator Groups

Users listed in the Matter Administrator Administrator Group can see all Matters in LawVu, providing those matters are unrestricted. The Matters will appear in the "All Matters" List. These people can preview a Matter or choose to "Join Matter".

Note: Restricting a matter limits its access to those specifically named as Matter members, regardless of role, permissions, or administrator group.

Users listed in the Contract Administrator Administrator Group can see all Contracts in LawVu, providing those contracts are unrestricted. The Contracts will appear in the "All Contracts" List. These people can preview a Contract or choose to "Join Contract".

Note: Restricting a contract limits its access to those specifically named as Contract members, regardless of role, permissions, or administrator group.

Users listed in the Time Administrator Group can see and amend all Time Entries submitted in LawVu.

Users listed in the Time Administrator Administrator Group can see the complete list of their organization's current RFPs and have the ability to delete them

To read more about Administrator Groups and how to manage them, click here.