Case-Level Permissions Explained

Overview

PME supports case-level permissions that allow organizations to control access to specific investigations, matters, and collections.

Rather than granting platform-wide access, organizations can assign users only to the cases they need to work on.

What Are Case-Level Permissions?

Case-level permissions apply only to individual cases.

Examples include:

Viewing case data
Reviewing evidence
Exporting content
Managing tags
Performing redactions
Configuring case settings

A user may have permissions in one case that they do not have in another.

Benefits
Improved Security

Users only access information relevant to their assigned matters.

Better Privacy Protection

Sensitive investigations remain restricted to authorized personnel.

Simplified Collaboration

Teams can work together without exposing unrelated case information.

Greater Flexibility

Organizations can adapt access controls to meet legal, regulatory, or operational requirements.

Common Use Cases

Case-level permissions are particularly useful when:

Multiple law firms are involved
External reviewers participate in matters
Separate investigation teams work simultaneously
Sensitive matters require restricted access
Best Practices

Organizations should review case assignments regularly and remove access when users are no longer involved in a matter.

Pricing Questions

For pricing information, please contact the PME sales team.