Matter roles and permissions

The matter roles you can assign and what each can do.

When you share a matter, each member is given a role. A matter has one owner and any number of editors.

Roles

Role	Assigned to
Owner	The person who created the matter.
Editor (shown as Can edit)	A colleague you invite to collaborate.

Permissions

Action	Owner	Editor
View documents and the Document Index	✓	✓
Upload, edit, and delete documents	✓	✓
Run an AI agent the owner has set up	✓	✓
Set up or remove an AI agent in the matter	✓	—
Build the Document Index and generate court bundles	✓	✓
Invite members and change their access	✓	—
Change the matter's name	✓	—
Change Document Index and court bundle settings	✓	✓
Create, rename, clone, and delete collections	✓	✓
Archive the matter	✓	—
Restore an archived matter	✓	—

Credits for these matter actions are charged to the matter owner's balance, whoever performs the action — so when an editor exports the Document Index or generates a court bundle, it draws on the owner's credits, not the editor's. Building the Document Index itself is free. For which actions consume credits and what they cost, see Credit costs and pricing. Setting an agent up is a one-off step the matter owner takes; once it is set up, editors can run it like any other agent.

To understand why sharing gives access to the whole matter, and why a role behaves the same everywhere, see Roles and permissions in a shared matter.

Related

Roles and permissions in a shared matter

How access is shared and what each role can do.

Share a matter with a colleague

Invite a colleague to a matter and assign them a role.

Change or remove a colleague's access

Change a member's role or remove their access to a matter.

Transfer a matter to another user

Transfer matter ownership to another user.