Roles & Permissions

Roles

Default Roles

Access Control in CaseGuide is defined by Roles. All new accounts come with four default roles, including two in each structural element of Organization and Case:

Default Organization Roles:

• Organization Admin - all permissions in the Organization Permissions (below)

• Organization Lead - all permissions except the top three in the Organization Permissions (below)

Default Case Roles:

• Case User - all permissions except the top two in the Case Permissions (below)

• View Analyze Tab Only - Only the “View discoverable work document” in the Case Permissions (below)

Custom Roles

Users can create custom Roles for both Organizations and Cases. This allows for very granular access to Users.

Role Assignment

Roles can be assigned to both Internal Users and Invited Users from the Manage Organization page.

Permissions

Organization Permissions

• Manage user

• Manage organization

• Manage organization access

• Add case

• Manage case

• Manage case access

• Import

• View source document

• Manage source document

• Manage source folder

• View discoverable work document

• View any work document

• Manage any work document

• Manage work category

• View person

• Manage person

• Manage person category

• View note

• Manage note

• Manage note category

• Report

Case Permissions

• Manage case

• Manage case access

• Import

• View source document

• Manage source document

• Manage source folder

• View discoverable work document

• View any work document

• Manage any work document

• Manage work category

• View person

• Manage person

• Manage person category

• View note

• Manage note

• Manage note category

• Report