User roles and permissions
Ready to Review uses a role-based permissions model with the following roles.
Organization-level roles
Company administrators:
- Access and control all organization settings.
- Invite new team members and manage user accounts.
- Organize users into groups for easier management.
- Connect your integrations (available with CoCounsel Core).
- Control how long documents are retained.
- Oversee all clients and projects across your organization.
- Set default tax configurations.
Users:
- Work on your own clients and projects.
- Create and manage clients and projects you own.
- Collaborate on clients where you're added as an Owner or Collaborator.
- Focus on your work without administrative responsibilities.
important
- Client and project permissions are managed at theclient level.
- Projects automatically inherit permissions from their parent client.
- Adding a user to a client grants them access to all projects under that client.
- Users can only see clients they are Owners or Collaborators for.
- Admins can see all clients.
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