Permission Roles in Eve

Overview

Permission roles in Eve determine what users can see and do within your firm's workspace. Eve offers two roles—Firm Admin and User—to give law firms control over access and administrative capabilities while ensuring everyone has the tools they need to work effectively.

How It Works

When someone is invited to Eve, they are assigned one of two roles. The role determines their level of access to matters, users, content, and administrative functions across the firm's workspace.

Firm Admin is an administrative role with full visibility and control across the workspace. Firm Admins can oversee all matters, manage all users, and maintain control over firm-wide content. This role is designed for partners, practice managers, IT administrators, or anyone responsible for managing your firm's operations in Eve. You can have multiple Firm Admins.

User is a standard role with access to assigned matters and features. Users can work on matters they create or are added to, use all of Eve's Skills, create their own playbooks and blueprints, and collaborate with teammates on shared matters. Users have the permissions they need to do their work without administrative overhead.

Both roles can fully utilize Eve's AI capabilities—the difference is in administrative access and firm-wide visibility.

Key Terms

• Firm Admin: A user role with elevated permissions to manage your firm's Eve workspace, including the ability to view all matters, manage all users, control firm-wide content, and access billing and usage data.

• User: A standard user role with access to Eve's features and matters they create or are added to, but without administrative privileges or firm-wide visibility.

• Matter Control: The ability to view, rename, delete, close, and manage access to matters within Eve.

• Content Oversight: The ability to view, edit, and delete playbooks and blueprints created by other users in the firm.

• User Management: The ability to invite new users, grant or revoke Firm Admin permissions, and update user roles.

What Firm Admins Can Do

User Management

• View and update all user permissions

• Grant or revoke Firm Admin access to other users

• Invite new users to the firm

Matter Control

• View all firm matters, regardless of who created them

• Rename, delete, and close any matter

• Add or remove users from any matter

Content Oversight

• View, edit, and delete all user-created playbooks and blueprints

• Update and improve any blueprint, even if created by another user

• Maintain consistency and quality across firm-wide workflows

Billing and Usage

• Access the Billing page to view subscription and contract details

• Access the Usage Dashboard to monitor activity and usage data across the account

What Users Can Do

• Use all of Eve's Skills and features

• Create and manage their own matters

• Work on matters they created or were added to

• Create, edit, and delete their own playbooks and blueprints

• Invite new users to the firm

• Collaborate with teammates on shared matters

What Users Cannot Do

• View matters they haven't been added to

• Edit or delete other users' private playbooks and blueprints

• Delete other users

• Access firm-level billing information

• Grant or revoke Firm Admin permissions