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 project permissions, Org Admin status, and roles.
What Permissions Are
Project-level permissions control the user’s access to project data and notifications. There are three levels of accessibility in Filevine: guests, collaborators, and project Admins. Users can also “subscribe” to a project to receive project notifications. Learn more about project permissions.
Org Admin status controls additional permissions that a user has at the Org level. Learn more about Org 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. Learn more about roles.
Permissions Cheatsheet
|
Type |
Permission |
What it gives |
Who usually gets it |
Scope |
|---|---|---|---|---|
|
Project |
access to limited data that has been explicitly shared |
Third-party users, like clients or co-counsel |
Per project |
|
|
Project |
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 |
|
|
Project |
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 |
|
|
Project |
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 |
|
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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