Skip to main content

[New] Understanding Administrator roles, User types, and Access permissions

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

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.

Matter Management (*1)

Manage matter information fields, email restrictions, matter request forms, etc.

System settings

Users

Add, edit, and deactivate users.

User groups

Add, edit, and delete user groups.

Workspaces

Add, edit, and move workspaces.

Departments (*1)

Add, edit, and delete departments.

SSO Settings (*2)

View SSO configuration information.

Slack Integration (*1)

Integrate LegalOn with Slack.

◯ = 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

LegalOn templates

Pro

LegalOn Assistant

Using

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)

Download Files (Contracts, Company Templates, Others)

Add/Delete Versions (Contracts, Company Templates)

Compare Files (Contracts, Company Templates)

Contract Risk Check (LegalOn Alert)

Review

Contract Risk Check (Playbook)

Review

AI Revise (LegalOn Alert)

Review

AI Revise (Playbook)

Review

Edit Files (Editor) (Contracts)

Cross-search Files (Contracts, Company Templates, Others)

Search Clauses (Contracts, Company Templates)

*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

Edit Workspace (Create/Move/Delete/Update Info/Add & Restrict Access)

◯(*1)

Stop Workspace Access Permission Inheritance

Files

View/Download Files (incl. file info)

Delete Files

◯(*2)

Add/Remove File Versions from Version List

◯(*2)

Reorder/Merge Version List

Edit Files (via editor: contract editing/comment viewing & editing/file info editing)

Link Related Files (*3)

◯(*3)

Move Files Between Spaces

◯(*2)

View Users with File Access Permission

◯(*2)

Add/Restrict File Access Permissions

◯(*1)

◯(*2)

Stop File Access Permission Inheritance

AI Revise (Automatic Correction) (*4)

◯(*4)

◯(*4)

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)

Delete Matter

◯(*8)

View Users with Matter Access Permission

◯(*8)

Add/Restrict Matter Access Permissions

◯(*1)

◯(*8)

Stop Matter Access Permission Inheritance

◯= 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.

Did this answer your question?