The Export Company Data permission in Lawcus provides a simple and efficient way to export data directly from list view pages. With this permission enabled, users can access the Export option without selecting individual records or relying on the Bulk Update functionality. The exported data is sent to their registered email address as a CSV file.
This dedicated role-based permission gives firms greater control over data exports by allowing administrators to manage export access independently of Bulk Update permissions. It is enabled by default for Firm Owners and Admins and can be enabled for other user roles as needed.
What Is the Export Company Data Permission?
The Export Company Data permission is a role-based permission that determines whether a user can access the Export option across list view pages in Lawcus.
When this permission is enabled:
Users can see the Export option on list view pages.
Users can export data directly without selecting individual records.
The exported data is generated as a CSV file and sent to the user's email address.
Users do not need the Bulk Update permission to access this export functionality.
Note: The Export Company Data permission is enabled by default for Firm Owners and Admins. For all other user roles, this permission must be explicitly enabled.
How to Enable the Export Company Data Permission
To allow other users to export company data:
Navigate to Settings in your Lawcus account.
Open Roles & Permissions.
Select the role for which you want to enable data export.
Locate the Export Company Data permission.
Enable the permission for the selected role.
Save your changes.
Once enabled, users assigned to that role will be able to see the Export option on list view pages.
How to Export Data from Lawcus
Once the Export Company Data permission is enabled:
Navigate to any supported List View page in Lawcus.
Click the Export option available on the page.
Lawcus will process the export request.
The exported data will be sent to your registered email address as a CSV file.
Open the CSV file to review or work with the exported data.
Note: You do not need to select individual records before using the Export option.
Difference Between Export Company Data and Bulk Update
The Export Company Data permission works independently of the Bulk Update permission.
Export Company Data | Bulk Update |
Displays a direct Export option on list view pages. | Requires users to select records from the list view. |
Does not require selecting individual records before exporting. | Allows users to perform bulk actions, including export and update, on selected records. |
Sends the exported data as a CSV file via email. | Provides bulk actions for selected records. |
Controlled by the Export Company Data permission. | Controlled by the Bulk Update permission. |
Important: Enabling Export Company Data does not require enabling Bulk Update, and enabling Bulk Update does not automatically grant access to the direct Export option.
Managing Data Export Access
Firm Owners and Admins have the Export Company Data permission enabled by default.
For other roles, firms can decide whether to grant access based on the user's responsibilities. This allows administrators to control who can export company data without providing additional bulk update capabilities.
By keeping these permissions separate, Lawcus provides greater flexibility in managing data access and user permissions.