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 users from cases or the account, and only Account Administrators can alter user permissions.

Creating New Users in an Account

  1. 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).

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

  3. 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).

  4. 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.

Assigning a User Type and Adding and Removing Case Access

  1. As the Account Admin, if you have access to more than one account, select the appropriate account on the left side of the screen.

  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 left).

    • To change a user's permission levels, click on the User Type dropdown and select the desired User Type.

    • To change the user's case access, click the checkbox next to the desired cases to grant access. Click to uncheck the checkbox to remove case access.

  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 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.

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 & Issues, Research, Case Notes

  • Search: All functionality

  • Browse: All functionality

  • Discovery: Review Batch, Production Job, 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, 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, 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, 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, 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



-VS-

Pros of Adding a Separate Case to your Account

  • 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 of Adding a Separate Case to your Account

  • Additional GB fee (TBD based on number of documents)