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Team & Enterprise

Roles & permissions

Live

Admin / Member / Guest with workspace-scoped and folder-scoped overrides.

What you get
  • 3 default roles — admin / member / guest
  • Workspace-scoped role assignment
  • Per-folder ACL overrides
  • Logged role changes
+1 more capabilities below
Overview

What it is.

Three default roles that match how legal teams actually work: Admin (full control + billing), Member (work in the vault, run AI, share documents), Guest (read-only access to specific folders).

Roles can be scoped per workspace and overridden per folder for sensitive matters.

How it works

Three steps.
End to end.

01
1. Assign a workspace role

On invitation or anytime later, set the user's role for that workspace.

02
2. Override per folder

Sensitive matters can promote or demote individual users for that folder.

03
3. Audit

Every role change is logged. Permissions check on every action.

Capabilities

What you get.

  • 3 default roles — admin / member / guest
  • Workspace-scoped role assignment
  • Per-folder ACL overrides
  • Logged role changes
  • Custom roles on enterprise plans
FAQ

Quick answers.

Can I make a custom role?

Custom roles are an enterprise-tier feature — pick the permissions you want, name the role, save it.

Related

More in Team & Enterprise.

Workspaces
Live

One organisation, multiple workspaces with isolated data.

Real-time collaboration
Live

Comment threads, @mentions, and review assignment inside any document.

Matter management
Live

Group contracts, court research, and compliance items by matter.

Activity audit log
Live

Immutable record of every action across the workspace.

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