Setting up users

There are two kinds of users in an organization. Internal users are those that belong to your organization, such as a partner, associate, or paralegal. External users are those that do not belong to your organization but you have been granted access to one or more of your organization's review databases, such as an expert witness, client, or co-counsel. Follow the procedures below to set up a user.

• Adding organizational users
• Editing organizational users
• Adding your case team

Adding organizational users

1. On the Case Builder home page, click the  icon and then click Organization Manager.
2. In the Menu dropdown, click Users. 
3. Click Create new.
4. In the Create user dialog, enter an Email address, and First and Last Name of the user.
5. In the Organization dropdown list, select the organization the user belongs to. 
6. Click Create.

Editing organizational users

1. On the Case Builder home page, click the  icon and then click Organization Manager.
2. In the Menu dropdown, click Users. 
3. To edit the user's permissions, hover over the user and select or deselect the ORG. ADMIN and CAN CREATE MATTERS checkboxes.
4. To see details about the user and their associated review databases, click the dropdown arrow.
5. To edit a user's profile, click the pencil icon. To remove the user from your organization and your organization's review databases, click the X.
6. In the Edit user dialog, modify the email address, name, or organization, and then click Save.                                                  

Adding your case team

Only organization and/or review administrators can add users to a review database.

1. To assign or create a reviewer, click on the Menu dropdown and select Case Team. 
2. Enter a name or click a user's name from the dropdown list in the box to the top right. The user will be assigned to the team and the name will appear in the list of users. 
3. To remove a user, hover over a name and click the trash can icon. Select Remove user to confirm removal.