Administrator roles
There are two types of administrator roles: IT Administrator and Module Administrator. Users with administrator roles can manage system-wide settings and service operations as follows:
Menu | Feature | Overview | IT Administrator | Module Administrator |
Module settings | License | View subscribed modules, optional features, and usage. | ◯ | ◯ |
| Review | Edit in Alert settings (LegalOn Alerts / My Playbooks) |
| ◯ |
| Matter Management (*1) | Manage matter information fields, email restrictions, matter request forms, etc. |
| ◯ |
System settings | Users | Add, edit, and deactivate users. | ◯ |
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| User groups | Add, edit, and delete user groups. | ◯ |
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| Workspaces | Add, edit, and move workspaces. | ◯ |
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| Departments (*1) | Add, edit, and delete departments. | ◯ |
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| SSO Settings (*2) | View SSO configuration information. | ◯ |
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| Slack Integration (*1) | Integrate LegalOn with Slack. | ◯ |
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◯ = Available, Blank = Not Available
*1 Requires a "Matter Management" module contract.
*2 Requires an "Single Sign-On (SSO)" feature contract.
💡 Info
There is no limit to the number of IT Administrators or Module Administrators. |
User types
User types are selectable based on your contracted modules:
Module | User type |
Matter Management | Pro, Standard |
Review | Pro |
LegalOn Assistant | Pro, Standard |
Main available features
The features available to you depend on your module contract status and assigned user type:
Menu | Feature | Standard Feature | Applicable module/License |
Matters | Notification settings |
| Matter Management: Pro (*1) |
| Matter creation (Email) |
| Matter Management: Pro/Standard (*2) |
| Matter creation (In-product) |
| Matter Management: Pro (*1) |
| Matter creation (Matter request form) (*3) |
| Matter Management: Pro/Standard (*2) |
| View/Edit/Delete Matter information |
| Matter Management: Pro (*1) |
| View/Edit Timeline |
| Matter Management: Pro (*1) |
| Search matters |
| Matter Management: Pro/Standard (*1) |
Contracts | Upload Files (Contracts, Company Templates, Others) | ◯ |
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| Download Files (Contracts, Company Templates, Others) | ◯ |
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| Add/Delete Versions (Contracts, Company Templates) | ◯ |
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| Compare Files (Contracts, Company Templates) | ◯ |
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| Contract Risk Check (LegalOn Alert) |
| Review: Pro |
| Contract Risk Check (Playbook) |
| Review: Pro |
| AI Revise (LegalOn Alert) |
| Review: Pro |
| AI Revise (Playbook) |
| Review: Pro |
| Edit Files (Editor) (Contracts) | ◯ |
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| Cross-search Files (Contracts, Company Templates, Others) | ◯ |
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| Search Clauses (Contracts, Company Templates) | ◯ |
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*1 The "Matter Management" module has two license types (Pro/Standard). For detailed differences, refer to "Differences in features between Pro/Standard license for Matter Management module."
*2 If you have a "Matter Management" module contract, users not registered in LegalOn can also use this feature.
*3 This can be used by users not registered in LegalOn. Only Module Administrators with a "Matter Management" module contract can add matter request forms or set IP address restrictions.
⚠️ Notes
Depending on the combination of access permissions and user type, features not restricted by user type may also be limited. |
Access permissions
Access permissions determine what actions can be performed on workspaces and files. There are four types of access permissions: Administrator, Editor, Contributor, and Viewer. The actions available for each permission level are as follows:
| Feature | Administrator | Editor | Contributor | Viewer |
Workspaces | View Workspace | ◯ | ◯ | ◯ | ◯ |
| Upload Files / Create Matter | ◯ | ◯ | ◯ |
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| Edit Workspace (Create/Move/Delete/Update Info/Add & Restrict Access) | ◯ | ◯(*1) |
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| Stop Workspace Access Permission Inheritance | ◯ |
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Files | View/Download Files (incl. file info) | ◯ | ◯ | ◯ | ◯ |
| Delete Files | ◯ | ◯ | ◯(*2) |
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| Add/Remove File Versions from Version List | ◯ | ◯ | ◯(*2) |
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| Reorder/Merge Version List | ◯ | ◯ |
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| Edit Files (via editor: contract editing/comment viewing & editing/file info editing) | ◯ | ◯ |
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| Link Related Files (*3) | ◯ | ◯ | ◯(*3) |
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| Move Files Between Spaces | ◯ | ◯ | ◯(*2) |
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| View Users with File Access Permission | ◯ | ◯ | ◯(*2) |
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| Add/Restrict File Access Permissions | ◯ | ◯(*1) | ◯(*2) |
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| Stop File Access Permission Inheritance | ◯ |
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| AI Revise (Automatic Correction) (*4) | ◯(*4) | ◯(*4) |
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Matters (*5) | View Matter | ◯ | ◯ | ◯ | ◯ |
| View Timeline & Send/Receive Messages | ◯ | ◯ | ◯ | ◯(*6) |
| Send/Receive Emails | ◯ | ◯ | ◯ | ◯ |
| Create/Reply to Slack Threads (*7) | ◯(*7) | ◯(*7) | ◯(*7) | ◯(*7) |
| Move Matter Information Between Workspaces | ◯ | ◯ | ◯(*8) |
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| Delete Matter | ◯ | ◯ | ◯(*8) |
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| View Users with Matter Access Permission | ◯ | ◯ | ◯(*8) |
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| Add/Restrict Matter Access Permissions | ◯ | ◯(*1) | ◯(*8) |
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| Stop Matter Access Permission Inheritance | ◯ |
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◯= Available, Blank = Not Available
*1 Editors cannot restrict access or add administrator roles for users with Administrator role.
*2 Only self-created files are editable/manageable.
*3 Subject to the following restrictions:
- Can only be linked to the "Non-Contract" tab. Cannot be linked to the "Contract" tab.
- Only self-created files are manageable.
*4 Only users with a "Review" module contract can view and use this.
*5 Only users with a "Matter Management" module contract can use this.
*6 To post messages with attached files, your access permission for the matter must be "Contributor" or higher.
*7 If Slack and LegalOn are integrated, you can use the [Slack] tab. For details, refer to "Manage matters via Slack".
*8 Only self-created files are manageable.