LawVu

Ben Kidd

Alina

Marinelle

Set your team up for success with these permissions and roles in LawVu

Roles, Permissions & Notifications in LawVu

Roles and permissions in LawVu

How to give users read-only access to matters and contracts

Limited Member Access

Understand the difference between Membership and Team Assignment, and how each controls access to matters and contracts

Membership Access vs Team Assignment

User Roles and Permissions 

A quick guide to the notifications toolbar

Notifications in LawVu

This article describes how to control what notifications you receive via email - useful if you're getting too many emails.

How to manage email notifications

Chinmayee

User Notifications

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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