Just as no two persons in an organization can have the same authority and access, Lawcus enables you to assign teammates and users with roles that come with varying levels of rights and privileges. Think of roles as "permission groups" that determine users' level of access, as well as actions they can take on their accounts.
Although Lawcus gives you a chance to create and designate user roles with varying permissions that fit-in to your firm culture and operations, there a few user roles that are created on your account by default.
What are the user roles created by default?
Admin: This is the owner or administrator of the account who has the most access and privilege and can control everything in the system, including adding and assigning roles to users, managing payments, create custom fields and so much more.
Member: Members can include members of your legal team and co-counsels. The best part about this custom role is that you have fine-grained control over the assigned user is and isn't permitted to access.
So, just as you may restrict a co-counsel's Lawcus access permissions to mutual matters, you can distinguish members of your team by granting them access that cut across matters to workflows, client contacts tab, invoicing, etc.
Client: These are guest users who only have access to tasks, documents, and messages that have been shared with them on the matter they are assigned to.
All the documents uploaded and messages sent by client users on Client Portal will be visible to everyone added to the matter, including admin and members.