Roles Setup

This article discusses how to use the Roles Setup Advanced tool to set up roles in your Filevine Org. Navigate to this tool by clicking Main Menu > Advanced > Roles Setup. If prompted, choose the desired Org.

• Add Roles
• Manage Roles
• Assign Roles

Add Roles

To create a new role:

1. Click + Create New Role. Along the top of the Roles Setup tool, click + Create New Role.
2. Name the role. Enter a name for the role. This name displays across Filevine in projects, teams, and reports.
3. Confirm the selector and sort order. The selector is generated automatically based on the role name, and is used for Document Generation and Report Fusion templates. The sort order determines the order that roles are listed in the project’s Team section.
4. Save. 

Once added, the new role will appear in the list of roles in your chosen sort order.

Manage Roles

Select a role from the list to edit its name, selector, or sort order. Editing a role’s name will update that name anywhere it is used in Filevine. To delete the role, click Remove this Role.

The Primary role cannot be edited or removed, aside from its sort order. Additionally, roles cannot be removed if they are being used in any taskflow or team assignment. Users will see the following error message if they attempt to remove these roles:

As a shortcut to reorder roles, you can click and drag the two rows of gray dots to the desired placement.

Assign Roles

Roles can be assigned to users across multiple projects (using teams), or within a single project. To assign roles across multiple projects, read the Manage Teams article. To assign roles within a single project, read the Team Section article.