Your team grows. A new matter starts. You need to control exactly who can access which cases. Start by inviting team members to your Hintyr organization from Settings, then manage their access at the case level. Organization-level invites add people to your firm's e-discovery workspace. Case-level permissions decide who can view and work in each matter, giving you the need-to-know access controls required for privilege protection and ethical wall compliance.
How to invite team members to your organization
Before a colleague can access any of your e-discovery cases, they must be part of your Hintyr organization. Think of it as the top-level account for your firm or legal team. Everyone in it shares the same billing and administrative settings, which you can manage from Account Settings.
Send an organization invitation
To invite someone to your organization, follow these steps:
- Click Settings in the main navigation.
- Go to the Members section.
- Click Invite Member.
- Enter the person's email address.
- Select a role for the new member.
- Click Send Invitation.
The invited person receives an email with a link to join. If they already have a Hintyr account, they join once they accept. New to Hintyr? The link walks them through account creation first, then adds them to your organization automatically.
Organization roles and permissions
When you invite someone, you assign them a role that sets their administrative permissions. Organization roles control who can manage the organization itself. They are separate from case-level roles, which control access to individual matters.
These roles determine whether a member can invite other users, manage billing, or adjust organization settings. The key point: a member's organization role does not automatically grant access to any cases. You must grant case access separately. This keeps proper information barriers in place across your matters.
Case-level access control
Once someone is part of your organization, you can add them to specific cases. Each case has its own members and roles, so you control exactly who sees what. A team member can only view and work in cases where they have been explicitly added. This supports your ethical wall requirements and matter-level confidentiality obligations.
Each case has two roles. The case creator receives admin access. Members you add receive editor access.
- Admin - Full control over the case. Admins can upload and delete files, manage members, change settings, run deduplication, perform keyword search and redaction, run TAR validation, export productions, and delete the case. Best for lead attorneys, litigation support managers, or project leads running the matter.
- Editor - Standard review access. Editors can upload files, view all documents, use the AI agent, write case notes, and apply tags. They cannot manage case members, change settings, or delete the case. A good fit for associate attorneys, contract reviewers, and paralegals doing document review.
One person can hold different roles on different cases. A senior associate might be an admin on matters they lead and an editor on cases where another attorney added them to the review team.
How to add members to an e-discovery case
There are two ways to add organization members to a case.
During case creation
When you create a new case, the creation dialog shows your organization members. Select who should have access. This is the quickest way to set up the right review team from the start.
After case creation
To add members to an existing case:
- Open the case.
- Click the Case Menu in the toolbar.
- Select Settings.
- Go to the Members tab.
- Search for the organization member you want to add.
- Click Add to give them access to the case.
Removing members from a case
As a case admin, you can remove members at any time. Open the case, go to Case Menu, then Settings, and click the Members tab. Find the person and click the remove button next to their name. Once removed, they loseaccess. They will not see the case on their dashboard or be able to open it. Remove departing team members promptly to maintain attorney-client privilege and work product protections.
Removing someone from a case does not remove them from the organization. They remain part of your org and can be added to other matters as needed.
Best practices for matter access management
- Limit who creates cases - The case creator receives admin access, so have the lead attorney or litigation support manager create it. Everyone else receives editor access when you add them.
- Add members during case creation - Setting up access at the start saves time and lets your review team begin work right away. This matters when discovery deadlines are running.
- Review case membership regularly - When team members roll off a matter, remove them from the case promptly. This keeps information barriers intact and protects privileged work product from accidental access.
- Use descriptive case titles - Clear titles with the matter name or docket number help your team find the right case on their dashboard. This reduces confusion when people work across multiple matters.