Properly managing user roles and permissions in Pocketlaw ensures security, compliance, and seamless collaboration while maintaining control over sensitive documents.
Understanding Access Levels & Permissions
Each user role has different permissions to ensure proper control over content and settings:
Owner
- Full access to all settings, user management, and content.
- Can invite and remove users, manage access levels, and modify company settings.
- Can create, edit, and manage their own content.
- Needs explicit permission to access others’ documents.
- Can invite new users, edit folders, and create teams.
- Can only view and edit their own uploaded or shared content.
- Needs explicit permission to access others’ documents.
- Cannot invite other users or manage settings.
- Cannot save files into the main folder
📌 Tip: Limit Owner access to trusted individuals to prevent unauthorized changes.
Managing File & Folder Access
Pocketlaw provides flexible and secure file and folder permissions, ensuring users can access the right documents while maintaining data security and compliance.
Granting Access to Files & Templates
- Locate the file, template, or folder you want to manage.
- Click the three dots (…) next to it and select Manage Access.
- Click + to grant access to specific users or teams.
📌 Tip: If certain templates require mandatory signers, you can set Required Signatories to ensure compliance. Read more here.
Managing Folder Access
Folder permissions allow you to control document visibility at different levels.
Full Folder Access
- Users with full access can:
- Add files and subfolders
- Edit content
- Collaborate freely within the folder
- Best for teams managing contracts together.
Restricted Access
- Users can be granted access only to specific subfolders or files.
- They will see the main folder name but cannot open its other contents without explicit permission.
- Ideal for limiting access to confidential or department-specific documents.
📌Tip: By structuring folder access levels correctly, you ensure that teams work efficiently while keeping data secure.
Best Practices for Managing Access & Permissions
- Use Teams for Access Management – Assign folder access to teams instead of individuals to streamline permissions.
- Restrict Access to Sensitive Files – Use Restricted Access to prevent unauthorized document access.
- Review Permissions Regularly – Periodically audit user roles and access settings to ensure they align with current business needs.
- Ensure Compliance with Required Signatories – If a contract requires specific signers, configure Required Signatories at the template level.