Permission Roles in Eve

Last updated: October 22, 2026

Overview

Every person at your firm holds one of three roles: Firm Admin, Intake Manager, or User. The role is set per person and applies across the whole workspace.

Access Overview

Function in Eve	Firm Admin	Intake Manager	User
Basic functions: chat, agents, drafting, Medical Overviews	Yes	Yes	Yes
Create a matter	Yes	Yes	Yes by default (can be disabled by admins)
Rename or close any matter in the firm	Yes	No	No
Add or remove people on any matter	Yes	No	Own matters only
Transfer the Attorney role on a matter	Yes	Matter owner only	Matter owner only
Invite a new user to the firm	Yes	Yes	Yes
Change an existing person's role	Yes	No	No
Grant or revoke Firm Admin	Yes	No	No
Remove a user from the firm	Yes	No	No
Create, edit and delete your own agents	Yes	Yes	Yes
View, edit or delete anyone's agent	Yes	No	No
Set which roles an agent notifies	Yes	No	No
Work the Leads board and set lead owners	Yes	Yes	Yes
Switch between Intake view and Attorney view	Yes	Yes	No, Intake view only
See call scores	Yes	Yes	No
Open the intake dashboard and Settings → Intake	Yes	Yes	No
Configure Settings → Team Roles	Yes	No	No
Configure Settings → Access, including who can create matters	Yes	No	No
Configure Settings → Research, including web search and collections	Yes	No	No
Open the Billing page	Yes	No	No
Open the Usage Dashboard	Yes	No	No

Firm Admin

The administrative role, for partners, practice managers, IT administrators, or whoever owns the firm's operations in Eve. A firm can have as many as it needs.

Firm Admin is the only role that can modify firm-wide settings, billing, usage, and other people's work. If nobody at the firm is an administrator, nobody can change a role, remove a departed user, or fix a misconfigured agent.

If your firm has no Firm Administrator, please reach out to our support team by emailing support@eve.legal.

Intake Manager

An optional role for a user who needs to modify intake settings. Intake Manager is an additional, optional role that only appears for firms using the Intake feature. It allows any user or administrator to modify intake settings.

The Intake and Attorney view switcher on the Leads board, defaulting to Attorney view, which puts Supervisor Review and Signed at the top.
Call scores.
The intake dashboard and Settings → Intake.

It grants nothing administrative. An Intake Manager cannot change roles, reach billing, or manage other people's matters or agents.

Taking the time to set permissions is crucial when setting up an Eve account for your firm. Most firms start with everyone as a User. Anyone who manages intake or vets leads will open the Leads board, see Intake view with no switcher, and wonder where the conversion queue went. A Firm Admin or Eve support sets the role.

User

The standard role, and the right one for most people at the firm. A User does the actual legal work: matters, agents, drafting, research, and collaboration with colleagues.

A User can still invite new people to the firm. Inviting is open to everyone; changing what an existing person can do is not.

Key Terms

Firm Admin. The permission role with firm-wide visibility, user management, matter control, and access to settings, billing and usage.
Intake Manager. An optional permission role adding the intake dashboard, call scores and the Attorney view switcher, with no administrative access.
User. The standard permission role, with full use of Eve and no firm-wide administrative control.

Private agent. An agent visible only to the person who created it. A Firm Admin can still manage it.