Manage Users

Location: Account->Manage Users

Account Administrators have full control over an account's settings and users. Account Administrators can also remove other administrators and other users from cases or the account, and only Account Administrators can alter user permissions. 

Creating New Users in the Account

To create a new user in an account, the Account Admin user must first select the account. All accounts for which the Account Admin User has administrative rights are listed in the drop down window. The Account Admin user may only select one account at a time. Once the account has been selected, the cases within the account appear in the main table on the right side of the screen. Next, expand the section 'Create New User in Account' and click 'Add New User.' 




The Account Admin user will be presented with a dialog box that will ask for the new user's email address. Once the email address has been entered, the Account Admin user can choose to enable two factor authentication and add an option message before clicking on 'ADD USER AND SEND LOGIN EMAIL.'


 
Selecting 'Enable two factor authentication' provides an extra layer of security by requiring users to verify their accounts with a verification code after they enter their password. Leaving this option unchecked allows the new users to simply login with their email address and password.

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

To remove users' access to a particular case, the Account Admin user should select the user or users by selecting the check boxes on the main table (with the user 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

The default user type for new users is Standard User. However, if the Account Admin User wishes to change the new user's permissions from Standard to one of the other user types, the Admin User may do so through the 'Account > Manage Users screen. Select the appropriate User Name from from the list of users and then click EDIT in the far right column of the Manage Users page to adjust the user's permissions. 



Available User Types and User Type Definitions

ACCOUNT ADMIN USER.  The Account Admin User has full control over an account and access to all features in LEP. Account Admin Users have the following Tabs and functions available in LEP:
  • Home: List of cases the user has access to
  • Case: Contacts, Add Case Documents, Download Briefcase, Case Keywords
  • Analysis: Case Assessment, Case Dashboard, Custodians, Facts and Issues, Research, Case Notes
  • Search: All functionality
  • Browse: All functionality
  • Discovery: Review Batch, Production Job, Production Validation, Privilege Log
  • Management: Manage Folders, Manage Custom Doc Fields, Split PDFs, User Profile, Manage Password
  • Account: Manage Users, Manage Cases, Manage Custom Case Fields, Manage Review Sets, Review Tracking, Audit Doc
  • Access
POWER USER. The Power User can do everything an Account Admin User can do except for user administration, creating and deleting cases, and creating and managing review sets. Power Users have the following Tabs and functions available in LEP:
  • Home
  • Case: Contacts, Add Case Documents, Download Briefcase, Case Keywords
  • Analysis: Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
  • Search: All functionality
  • Browse: All functionality
  • Discovery: Review Batch, Production Job, Production Validation, Privilege Log
  • Management: Manage Folders, Manage Custom Doc Fields, Split PDFs, User Profile, Manage Password
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. Standard Users Plus have the following Tabs and functions available in LEP:
  • Home
  • Case: Contacts, Add Case Documents, Download Briefcase
  • Analysis: Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
  • Search: All functionality
  • Browse: All functionality
  • Discovery: Review Batch, Production Job, Production Validation, Privilege Log
  • Management: Manage Folders, Split PDFs, User Profile, Manage Password
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, manage custom doc fields, or permanently delete documents.  Standard Users have the following Tabs and functions available in LEP:
  • Home
  • Case: Contacts, Add Case Documents (in View Mode ONLY), Download Briefcase
  • Analysis: Case Assessment, Case Dashboard, Custodians, Facts & Issues, Research, Case Notes
  • Search: All functionality
  • Browse: All functionality
  • Discovery: Review Batch, Production Job, Production Validation, Privilege Log
  • Management: Manage Folders, Split PDFs, User Profile, Manage Password
REVIEW USER. A Review User can only use the Document Viewer pages and has a limited view of review coding fields. A Review User cannot use the Search function or bulk download documents using the briefcase function. Review Users have the following tabs available in LEP:
  • Home: Review Users can only view cases they have access to
  • Discovery: Review Batch
  • Management: User Profile, Manage Password
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. Read-Only Users have the following Tabs and functions available in LEP for viewing only:
  • Home
  • Case: Contacts, 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 Password
LIMITED USER.  A Limited User can only see certain documents from the Browse page that were assigned by a Custom Coded Shared Checkbox Field. Limited Users will only be able to see the documents chosen for review by the Account Admin and will not be able to code or search within those documents. Limited Users have the following tabs and functions available in LEP:
  • Home
  • Browse (Limited): Nothing on the left side panel; only able to see documents
  • Management: User Profile, Manage Password
  • Functions: Custom Coding Checkbox Field
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 fixed, but if the Admin Account user would like to explore additional features being added to a permission level, or 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 to a case, select the user(s) by checking the User Name on the main user table and clicking Remove Users From Account.