Understanding PME User Roles

Overview

PME uses role-based access control (RBAC) to ensure users have access only to the features and information necessary for their responsibilities.

Each user is assigned a role that determines what actions they can perform within the platform.

Why Role-Based Access Matters

Mobile eDiscovery often involves sensitive communications, privileged information, and confidential evidence. Role-based access helps organizations:

Protect sensitive information
Maintain security controls
Limit access to authorized personnel
Improve compliance and governance
Support defensible review workflows
PME User Roles

PME includes six primary user roles:

System Administrator

System Administrators have full access to platform functions, including:

User management
Case management
Billing administration
System settings
Exports and review workflows
Case Admin

Case Admins manage cases and custodians, including:

Creating cases
Configuring case settings
Inviting users
Managing custodian assignments
Review Admin

Review Admins are typically attorneys or review managers who need access to collected data and review workflows.

Reviewer

Reviewers can access assigned case content and participate in review activities.

Billing Contact

Billing Contacts manage invoices, payments, and billing information.

Custodian

Custodians participate in the collection process through the PME Collect application.

Benefits of Role-Based Access

Role-based permissions help organizations:

Reduce security risks
Improve accountability
Support compliance requirements
Simplify administration
Pricing Questions

For pricing information, please contact the PME sales team.