This article outlines what permissions exist in Filevine, what those permissions mean, how they are used, and how to change them.
Filevine has several different levels of permissions, many of which intersect and overlap with one another. The three major types of permissions in Filevine are team status, Admin status, and roles.
What Permissions Are
Team status controls the user’s access to project data and notifications. There are three levels of team status in Filevine: guests, collaborators, and followers. Learn more about team status.
Admin status controls additional permissions that a user has on either an Org or project level. There are two different types of Admin status in Filevine: Org Admin and project Admin. These two types of Admin status provide the user with additional permissions on the Org and project level, respectively. Learn more about Admins.
Project roles are used to make assigning autotasks easier. Roles enable a user to assign tasks based on project responsibilities, rather than on a specific user. A *Primary is a special role that controls project notifications and default task assignments. Learn more about roles and *primaries.
Permissions Cheatsheet
|
Type |
Permission |
What it gives |
Who usually gets it |
Scope |
|---|---|---|---|---|
|
Team Status |
access to limited data that has been explicitly shared |
Third-party users, like clients or co-counsel |
Per project |
|
|
Team Status |
read and write access and reporting access for all non-locked data |
Employees of the law firm that need to work on a case and reference its info |
Per project |
|
|
Team Status |
read and write access and reporting access for all non-locked dates, notifications in user feed |
Employees specifically assigned to that project |
Per Project |
|
| Admin | Org Admin |
Grants access to: -Portal Admin status in the API portal -universal Fusion |
Org Owners and Filevine Admins | Per Org |
|
Admin |
Grants permission to: -change the team section -editing locked fields -toggle visible sections -add and delete SMS numbers -and more |
Managers on a case or, if you wish to have employees manage their own cases, all employees |
Per project |
|
|
Advanced |
Advanced User |
access to specific Advanced menu tools. Must be granted by a Filevine admin, like your CSM. |
Filevine Admins |
Per Org |
|
Portal User |
ability to make API keys and API subscriptions |
API users, including third-party developers |
Per Org |
|
|
Portal Admin |
ability to add and remove portal users |
Filevine Admins |
Per Org |
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