Team & custom roles

The right access for each member.

Add members and create page-access roles. Preview permissions; authentication and server enforcement remain part of the production connection.

Open this workspace

Available in your signed-in workspace, subject to your plan and permissions.

Team & custom rolesIllustrative preview

Give each person the access their work requires.

Laurent & Co. · Team access

Firm roles and matter restrictions stay visible together.

Camille Laurent

Owner · Firm settings and all permitted matters

Jordan Lee

Counsel · Assigned matters and documents

Sam Chen

Finance · Billing and operating records

The right workspace for each role