Embedded Files
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 (Account Administrators Only)
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
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).
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
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. See the chart below for a summary of the functions available for each user type.
Account Admin User
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
Analysis: Case Assessment, Case Analytics, Custodians, Facts & Issues, Case Notes, Search Term Report, Auto-Redaction
Browse: All functionality. See Browse/Search.
Discovery: Review Sets, Production Job
Management: Manage Custom Doc Fields, Split PDFs, User Profile, Manage Password, Third Party Applications
Account: Manage Users, Manage Cases, Manage Billing, Manage Custom Case Fields, Audit Doc Access
Power User
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
Analysis: Case Assessment, Case Analytics, Custodians, Facts & Issues, Case Notes, Search Term Report, Auto-Redaction
Browse: All functionality
Discovery: Review Sets, Production Job
Management: Manage Custom Doc Fields, Split PDFs, User Profile, Manage Password, Third Party Applications
Standard User + Add Delete Docs
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:
Home
Case: Contacts, Add Case Documents, Download Briefcase
Analysis: Case Assessment, Case Analytics, Custodians, Facts & Issues, Case Notes, Search Term Report, Auto-Redaction
Browse: All functionality
Discovery: Review Sets, Production Job
Management: Split PDFs, User Profile, Manage Password, Third Party Applications
Standard User
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 Analytics, Custodians, Facts & Issues, Case Notes, Search Term Report, Auto-Redaction
Browse: All functionality
Discovery: Review Sets, Production Job
Management: Split PDFs, User Profile, Manage Password, Third Party Applications
Review User
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:
Home: Review Users can only view cases they have access to
Review Sets: The list of the available review sets.
Discovery: Review Sets
Management: User Profile, Manage Password
Read-Only User
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 Analytics, Custodians, Facts & Issues, Case Notes, Search Term Report
Browse: (viewing only)
Discovery: Review Sets, Production Job
Management: User Profile, Manage Password
Limited User* (NOTE: For detailed instructions regarding setting up a Limited User, please see the Limited User Help Page).
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:
Home
Browse (Limited): Nothing on the left side panel; only able to see documents
Management: User Profile, Manage Password
Functions: Custom Coding Checkbox Field
*(See the next section below for setting up documents for Limited User view)
Setting up Documents for Limited User Review
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
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)
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