Manage Users

Creating New Users in an Account (Account Administrators Only)

1. From the Account tab select Manage Users.

2. Select the account for which you want to add a new user (all accounts  to which the Account Admin has administrative rights are listed on the left side of the screen). 

3. Click the white + icon located in the upper right corner (hovering over the icon will display the "Create New User in Account" text).

4. Enter the user's email address, and, if desired, enable Two Factor Authentication (enabling Two Factor Authentication provides an extra layer of security by requiring users to verify their accounts with a verification code after entering their password. Leaving this option unchecked allows the new users to simply login with their email address and password).

5. Click Add User.

By default, users are assigned a "Standard" user type when added to an account; however, this can be updated anytime by following the steps in the next section.

The user will receive an email from a "noreply" email address with a link to set up a password. First time users must accept the Lexbe License Agreement the first time they log in, but will not have to accept it on subsequent logins. See the Login Page Help Page for information on logging in and setting a password. NOTE: New Users will not be able to log in until they have been assigned to a case. Please see the information below.

 Assigning a User Type and Adding and Removing Case Access

1. Once the new user has been added, the Account Administrator should immediately assign the user to a case. The user will not be able to log in until a case assignment is made. From the Account >> Manage Users page, select the account from the list on the left. 

2. Locate the user whose case access or User Type you wish to update, and then click the row with their username to open the Edit User screen. 

3. From this screen Account Admins can assign the user certain permissions via the User Type dropdown, enable or disable Two Factor Authentication, and control case access (all cases associated with the account are listed on the right).

4. Click Update to save any changes and exit the Edit User screen. Click Cancel to go back to the previous screen without making any changes.

Managing Case Access and User Type

Available User Types and User Type Definitions

Please note: These permission levels/user types are fixed, but if the Account Admin 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. 

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:

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:

Standard User + Add Delete Docs

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:

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:

Review User

A Review User can only use the Document Viewer pages from within a Review Set 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:

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:

Limited User* (NOTE: For detailed instructions regarding setting up a Limited User, please see the Limited User Help Page). 

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:

*(See the next section below for setting up documents for Limited User view)

Setting up Documents for Limited User Review

Limited Users can only view documents that have been tagged to a "Shared Checkbox Field." To set up documents for  Limited User viewing, perform the following steps:

1. From the Management tab select Manage Custom Doc Fields. 

2. Follow the instructions on the Manage Custom Doc Fields Help Page HERE to add a new section called "Limited User Review" and a new tag/field called "Limited User Documents." 

3. Select the Shared Checkbox Field and click Create.

4. Navigate to the Browse page and use the Filter menu to locate the documents to be made available to the Limited Users. Once located, use Multi Doc Edit to mass tag the documents to the "Limited User Documents" tag you created in Step 3 above. 

5. Upon logging in, the Limited User will only be able to see the documents you selected and tagged in Step 4 above. 

Limited Users  -VS-  Separate Cases

Pros of Limited User


Cons of Limited User

-VS-

Pros of Adding a Separate Case to your Account

Cons of Adding a Separate Case to your Account