Steps
- 1
Use Owner for final commercial and workspace control.
- 2
Use Admin for IT or operations administrators who manage users, storage and policy.
- 3
Use Partner for legal review, export approval and high-risk decisions.
- 4
Use Fee earner and Paralegal for matter progress, evidence and output preparation.
- 5
Use Observer for assurance or stakeholder read-only access.
Checks
Only admins can invite or disable users.
Only reviewer roles clear export risk.
Observers are read-only.