Lupl's Roles & Permissions feature allows you to control what parts of a Matter team members can access.
*Click once on the video and hover your mouse over the bottom right corner to see option for Full Screen mode*
Where do I find the Roles & Permissions settings for a Matter?
- Navigate to your Matter.
- Click on the "Manage Team" button (located towards the top right).
- From here you can:
- Change the default role assigned to new Members joining the Matter.
- Change the role of existing Members of the Matter.
- Create custom roles for the Matter.
How do I change the role of a Matter member?
There are two ways you can edit the roles of a Matter member.
Option 1: Existing members of a Matter
- Navigate to your Matter.
- Click on the "Manage Team" button (located towards the top right).
- You will see a list of Matter members with their role listed next to their name. Click the downward pointing arrow next to the role of the Matter member whose role you want to edit.
- Select the desired role from the dropdown menu.
Option 2: When inviting someone to join a Matter
- Navigate to your Matter.
- Click on the "Manage Team" button (located towards the top right).
- Scroll down until you see "Invite Members +".
- Click on "Invite Members +" and enter the email address of the invitee.
- Before sending the invite, note the role that appears next to their name.
- If you want the invitee to enter the Matter with a different role, click the downward pointing arrow next to the role that appears next to the invitee's name and select the desired role from the dropdown menu.
- Send the invite.
What's the difference between a Matter Owner, Admin, and Member?
|
Matter Owner |
Created the Matter, has admin rights, can close the Matter. |
| Admin | Can invite, delete, and set roles, but cannot close the Matter. |
| Member | Default role, can participate in Matter activities, but cannot send invites. |
How do I create a custom role for a Matter?
- Click the downward pointing arrow that opens the role select dropdown menu.
- Select "+ Add new role" at the bottom of the list.
- Name the custom role and select which parts of the Matter to restrict.
- Click "Create."
- The custom role will now appear as an option in the role select dropdown menu.
Notes:
- If you plan on restricting access to parts of a Matter, make sure to select the correct role when inviting a new member to the Matter or set the default role for the Matter to one with restricted access. You can later edit the member's role to one with more access.
- Only Matter Owners and Admins can change the Roles and Permissions settings for a Matter.