Managing Members

Projects support role-based access control so you can collaborate with your team while maintaining appropriate boundaries. Every project member is assigned a role -- Owner, Editor, or Viewer -- that determines what they can see and do within the project.

Roles comparison

The following table summarizes what each role can do:

Permission	Owner	Editor	Viewer
View documents and analyses	Yes	Yes	Yes
View project history	Yes	Yes	Yes
Upload documents	Yes	Yes	No
Run document reviews	Yes	Yes	No
Run research activities	Yes	Yes	No
Build timelines	Yes	Yes	No
Start translations	Yes	Yes	No
Delete documents	Yes	Yes	No
Invite new members	Yes	No	No
Remove members	Yes	No	No
Change member roles	Yes	No	No
Edit project settings	Yes	No	No
Archive the project	Yes	No	No
Delete the project	Yes	No	No

Role details

Owner

Owner

The Owner has full control over the project. There is typically one Owner per project -- the person who created it.

What Owners can do:

• Everything an Editor can do, plus:
• Invite and remove team members
• Change member roles (promote an Editor to Owner, or demote to Viewer)
• Edit the project name and description
• Archive or delete the project
• Transfer ownership to another member

Deleting a project is permanent

When an Owner deletes a project, all associated documents, analyses, research, and timelines are permanently removed. Consider archiving instead if you may need the data in the future.

Editor

Editor

Editors can contribute to the project by uploading documents, running analyses, and managing files. They cannot change project settings or manage other members.

What Editors can do:

• Upload and delete documents
• Run document reviews, research activities, timelines, and translations
• View all project content and history
• Export analysis results

What Editors cannot do:

• Invite or remove members
• Change member roles
• Edit project settings
• Archive or delete the project

Editors are the right role for associates, paralegals, and other team members who need to actively work on the project's documents and analyses.

Viewer

Viewer

Viewers have read-only access to the project. They can see everything in the project but cannot make any changes.

What Viewers can do:

• View all documents, analyses, research, timelines, and translations
• View project history and member list
• Download and export analysis results

What Viewers cannot do:

• Upload or delete documents
• Run any analyses (document reviews, research, timelines, translations)
• Invite or remove members
• Change project settings

Viewers are the right role for partners who need oversight, clients who need access to results, or team members who are consulting but not actively working on the matter.

Inviting members

To invite a new member to a project:

1. Open the project and go to the Members tab.
2. Select Invite Members.
3. Enter the email address of the person you want to invite.
4. Select the role: Editor or Viewer.
5. Select Send Invitation.

The invited person receives an email with a link to join the project. If they already have a Judicio account, they can access the project immediately after accepting. If they do not have an account, they are prompted to sign up first.

Only Owners can invite members

The ability to invite new members is restricted to project Owners. If you need someone added and you are not the Owner, ask the project Owner to send the invitation.

Changing a member's role

To change a team member's role:

1. Open the project and go to the Members tab.
2. Find the member whose role you want to change.
3. Select the role dropdown next to their name.
4. Choose the new role: Owner, Editor, or Viewer.
5. Confirm the change.

Promoting to Owner

You can have multiple Owners on a project. Promoting someone to Owner gives them the same full control that you have, including the ability to remove other members and delete the project.

Removing a member

To remove someone from a project:

1. Open the project and go to the Members tab.
2. Find the member you want to remove.
3. Select Remove next to their name.
4. Confirm the removal.

The removed member immediately loses access to the project and all its contents. Any analyses or documents they created while they were a member remain in the project.

Transferring ownership

If you need to hand off a project to another person:

1. Invite them to the project (if they are not already a member).
2. Change their role to Owner.
3. Optionally, change your own role to Editor or Viewer, or remove yourself from the project.

Always ensure at least one Owner

Every project must have at least one Owner. You cannot remove yourself as the last remaining Owner without first promoting another member.

Best practices for access management

• Assign the minimum necessary role. Give team members only the access they need. Use Viewer for those who need to see results but not modify anything.
• Review member lists periodically. Remove team members who have moved off the matter to keep access current.
• Use Editors for active contributors. Anyone who needs to upload documents or run analyses should be an Editor.
• Reserve Owner for project leads. Limit the Owner role to the person (or people) responsible for managing the project.

Next steps

• Project History -- Track all actions taken in the project.
• Archiving Projects -- Archive completed projects to keep your workspace clean.
• FAQ -- Common questions about project membership and access.