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
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Full access to all settings, user management, and content.
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Can invite and remove users, manage access levels, and modify company settings.
Admin
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Can create, edit, and manage their own content.
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Needs explicit permission to access others’ documents.
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Can invite new users, edit folders, and create teams.
User
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Can only view and edit their own uploaded or shared content.
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Needs explicit permission to access others’ documents.
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Cannot invite other users or manage settings.
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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
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Locate the file, template, or folder you want to manage.
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Click the three dots (…) next to it and select Manage Access.
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Click + to grant access to specific users or teams.
📌 Tip: If certain templates require mandatory signers, you can set Required Signatories to ensure compliance.
Managing Folder & Draft Access
Folder permissions allow you to control document visibility at different levels. Any user with access to a folder (either individually or via their team) will see all content inside it, including drafts.
Full Folder Access
Users with full access can:
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Add files and subfolders
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Edit content (including drafts)
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Collaborate freely within the folder
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Best for teams managing contracts together.
Restricted Access
Users can be granted access only to specific subfolders or files.
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They will see the main folder name but cannot open its other contents without explicit permission.
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Ideal for limiting access to confidential or department-specific documents.
📌 Tip: Assigning access via teams, rather than individuals, makes it easier to manage permissions and ensures that everyone in a team can collaborate on the same drafts and documents.
Best Practices for Managing Access & Permissions
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Use Teams for Access Management - Assign folder access to teams instead of individuals to streamline permissions.
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Restrict Access to Sensitive Files - Use Restricted Access to prevent unauthorized document access.
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Review Permissions Regularly - Periodically audit user roles and access settings to ensure they align with current business needs.
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Ensure Compliance with Required Signatories - If a contract requires specific signers, configure Required Signatories at the template level.
By properly managing access levels and permissions, Pocketlaw ensures secure document sharing, role-based control, and a well-organized contract management system.