Manage Users

Location: Account->Manage Users

This is an administrative function and only available to Admin Users of an account.

Select Account
 

All accounts for which the Admin User has administrative rights are listed in the drop down window.  The Admin User may only select one account at a time.  Once an account is selected, the cases within the account appear in the main table on the right side of the screen. Create New Users in Account


Select Create New User In Account.
Click Add New User, then click Add New User from the left menu.  
In the new dialog box, enter the new user's email address.
Optional changes to the standard Subject and an optional personal message can be added as needed.
Select Send a copy to Myself if a copy of the log-in email to the new user is desired.
Click Add User and Send Login Email.

Add Case(s) to New or Existing Users


To add an existing or new user to any case, select the user(s) you wish to assign, then choose the existing case from the drop down list on the left. Select the case to add using the selection box to the left entitled: Add Case: Add Existing Case to Selected.

Remove User Access to View a Case

Select the user or users by selecting the check boxes on the main table (with the user's name column shown). Then select the case to remove using the selection box to the left entitled: Remove Case: Remove Case from Selected Account. 

Managing User Types

Click on the Edit hyperlink in the main table to the right of the User Name.

Available User Types and User Type Definitions

ACCOUNT ADMIN USER.  Account Admin User has full control over an account.
TABS/FUNCTIONS AVAILABLE 
Home -> List of Cases that you have access to 
Case -> Contacts, Case Details, Add Case Documents, Download Briefcase, Case Keywords
Analysis -> Case Assessment, Case Dashboard, Custodians, Facts and Issues, Research, Case Notes
Search -> Yes, all functionality
Browse -> Yes, all functionality
Discovery -> Review Batch, Production job, Production Validation, Privilege Log
Management-> Manage Folders, Manage Custom Doc Fields, Split PDFs, User Profile, Manage Passwords
Accounts->Manage Users, Manage Cases, Manage Custom Case Fields, Manage Review Sets, Review Tracking, Audit Doc Access
Processing -> Normalized PDFs, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job, Queue
Admin -> Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer

POWER USER. The Power User can do everything an Account Admin can do except for user administration, creating and deleting cases, and Creating and Managing Review Sets.
TABS/FUNCTIONS AVAILABLE 
Home 
Case-> Contacts, Case Details, Add Case Documents, Download Briefcase, Case Keywords 
Analysis -> All (Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
Search (Yes)
Browse (Yes)
Discovery ->(All) Review Batch, Production Log, Production Validation, Privilege Log
Management ->(All) Manage Folders, Split PDFs, User Profile, Manage Custom Doc Fields, Manage Passwords)

TABS/FUNCTIONS NOT AVAILABLE
Account->Manage Users, Manage Cases, Manage Custom Doc Fields, Manage Review Sets, Review Tracking
Processing-> Norm PDF, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job Status, Queue 
Admin-> Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer, Audit Doc Access

STANDARD USER PLUS ADD and DELETE DOC. The Standard plus Add Delete Doc user has all the rights of the Standard User AND can also upload or permanently delete documents.
TABS/FUNCTIONS AVAILABLE
Home 
Case -> Contacts, Case Details, Add Case Documents, Download Briefcase 
Analysis -> (All) Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
Search-> (Yes)
Browse ->(Yes)
Discovery->(All) Review Batch, Production Log, Production Validation, Privilege Log
Management -> (All) Manage Folders, Split PDFs, User Profile, Manage Custom Doc Fields, Manage Passwords
TABS/FUNCTIONS NOT AVAILABLE 
Case ->Case Keywords
Account ->Manage Users, Manage Cases, Manage Custom Doc Fields, Manage Review Sets, Review Tracking, Audit Doc Access
Processing ->Norm PDF, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job Status, Queue 
Admin->Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer

STANDARD USER. This is the standard user for a document reviewer/coder. The Standard User can access cases and perform a number of tasks available in LEP, but cannot, upload case documents, edit custom fields, or permanently delete documents.  Below is a list of Tabs and functions available for this user.
TABS/FUNCTIONS AVAILABLE
Home 
Case -> Contacts, Case Details, Add Case Documents (in View Mode), Download Briefcase 
Analysis -> (All) Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
Search -> (Yes)
Browse -> (Yes)
Discovery -> (All) Review Batch, Production Log, Production Validation, Privilege Log
Management -> Manage Folders, Split PDFs, User Profile, Manage Passwords
TABS/FUNCTIONS NOT AVAILABLE 
Management -> Manage Custom Doc Fields
Case -> Case Keywords 
Account -> Manage Users, Manage Cases, Manage Custom Doc Fields, Manage Review Sets, Review Tracking, Audit Doc Access
Processing-> Norm PDF, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job Status, Queue
Admin -> Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer

REVIEW USER. A Review User type can only see the Browse and Document Viewer pages and has a limited view of review coding fields.
TABS/FUNCTIONS AVAILABLE
Home -> Can only view cases they have access to
Discovery -> Review Batch
Management -> User Profile, Manage Passwords
TABS/FUNCTIONS NOT AVAILABLE
Case->Contacts, Case Details, Add Case Documents, Case Keywords, Download Briefcase 
Analysis -> Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
Search -> (No)
Browse -> (No)
Discovery -> Review Batch, Production Log, Production Validation, Privilege Log
Management -> Manage Folders, Manage Custom Doc Fields, Split PDFs, User Profile, Manage Passwords
Account -> Manage Users, Manage Cases, Manage custom Case Fields, Manage Review Sets, Manage Tracking, Audit Doc Access
Processing -> Norm PDF, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job Status, Queue 
Admin -> Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer

READ-ONLY USER: A Read-Only user can view the same pages as a Standard User, but cannot make changes to anything.  Nothing in the case will change as a result of Read-Only User actions.
TABS/FUNCTIONS AVAILABLE (for viewing Only) 
Home 
Case -> (Contacts, Case Details, Add Case Documents, Download Briefcase
Analysis -> (Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
Search -> (viewing only)
Browse -> (viewing only)
Discovery -> Review Batch, Production Job, Production Validation, Privilege Log
Management-> User Profile, Manage Passwords

TABS UNAVAILABLE (for viewing only)
Management -> Manage Custom Doc Fields
Case -> Case Keywords), 
Account -> Manage Users, Manage Cases, Manage Custom Doc Fields, Manage Review Sets, Review Tracking, Audit Doc Access
Processing-> Norm PDF, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job Status, Queue 
Admin -> Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer
 
LIMITED USER. A Limited User can only see certain documents from the Browse page that were assigned by a Custom Coded Shared Checkbox Field.

TABS/FUNCTIONS AVAILABLE (for viewing only)
Home
Browse/Limited->Nothing on left side panel, only see documents.
Management->User Profile/Manage Passwords
Functions->Custom Coding Checkbox Field. 

TABS NOT AVAILABLE (for viewing only)
Case - > Contacts, Case Details, Add Case Documents, Download Briefcase, Case Keywords
Analysis -> Case Assessment, Case Dashboard, Custodians, Facts and Issues, Research, Case Notes
Search -> No 
Browse -> Limited functionality
Discovery -> Review Batch, Production job, Production Validation, Privilege Log
Management-> Manage Folders, Manage Custom Doc Fields, Split PDFs
Accounts -> Manage Users, Manage Cases, Manage Custom Case Fields, Manage Review Sets, Review Tracking, Audit Doc Access
Processing -> Normalized PDFs, QC Container, Servers, Server Tracking, Processing Steps, Assisted Review Job, Queue
Admin -> Accounts, Cases, Users, Page Performance, Step Performance, Login Tracker, Event Viewer
Pros of Limited User
-You have complete control over what client can review/see
-No additional GB hosting cost
-Everything is in one place
-Any clients or other reviewers can be set up with the same documents in the database, if needed

Cons of Limited User
-No ability for expert to use Search function
-Cannot Code
-Cannot make notes/annotations


Adding a Separate Case to your Account

Pros
- You have complete control over what a client can review
- Client can make their own notes on documents that will not interfere with any of the review/notes you are making
- They can search, export, print, annotate, etc
- Any other users can be set up with the same documents if needed

Cons
-Additional GB fee (TBD based on number of documents)

Please note: These permission levels/user types are all are fixed, but if the Admin Account user would like to explore additional features being added to a permission level, or to a specific user, this can be discussed by reaching out to your eDiscovery Solutions Director. 

Remove User in Account

To remove a user's access from a case or cases, select the user or users by checking the User Name on the main user table and click on Remove Users From Account.