The Organization Admin home page is a central location from which Organization Admins can manage, configure, and monitor organization-level settings and user accounts.
This article provides an overview of the tabs on the Organization Admin home page, and their functionality.
These tabs are:
- Projects & Users
- Database Sizes
- Everlaw AI
- Legal Holds
- Processed Uploads
- File Transfers
- Cloud Management
- Tasks
- Current User Activity
- User Access History
- API Keys
- Multi-matter models
Requirements
- This page is only available for users with an annual, organization wide contract. Please contact your account representative or support@everlaw.com if you are not sure if you qualify.
- To view your Organization's Admin page, you must be an Organization Admin.
Access the organization home page
To access your Organization Admin page, select the Organization home button from your Everlaw navigation bar.
Projects & Users
The Projects & Users page allows you to view and manage projects and databases at the organization-level. It has two tabs: Users and Projects (open by default). From these tabs, you can:
- Manage users
- Create databases
- Rename projects and databases
- Export projects
- Suspend projects and databases
- Archive databases
- Request project deletion
- Search across projects
On the left side of the Projects page, there is a list of projects belonging to your organization. These cases may or may not include you as an Organization Admin, but they are owned by your organization. For example, if you are on a multi-plaintiff case that was started by another organization, it would not appear in this list. Conversely, if a project is part of your organization even if you are not on it, it will appear in that list. You can filter projects by typing into the search box above the table.
If you select a project, you will see the full list of users on that project. To see a list of all users added to projects in your Everlaw organization, select the Users tab at the top of the page.
For more information on each of these functionalities, visit our organization and project administration documentation.
User Identifiers
The Project & Users > User Identifiers tab allows Organization Admins to create and manage user identifiers, which can be applied to users on projects owned by your organization. To learn more about creating and managing user identifiers, visit our Organization and Project Administration article.
Security Settings
The Project & Users > Security Settings tab allows Organization Admins to configure and enforce organization-wide security settings. This tab is also where SAML single sign-on options and associated domains can be managed. To learn more about organization-wide security settings, visit our Organization and Project Administration article.
Database Sizes
On the Database Sizes tab, you can see a list of all of your databases and their sizes. You can also see their associated projects by clicking the caret next to their names. If all projects within a database are suspended, archived, or deleted, the database row will also display that flag in the table's Deletion/suspension status column.
The boxes across the top of the page contain billing information. The left box shows peak billable size, the peak sum of billable data across all databases in the organization for a given month. Active refers to the peak size of data stored in review projects, while ECA refers to the peak size of data stored only in ECA projects. The box on the right shows the last recorded size for the month you are viewing, which will be the current size if you are viewing the current month. You can use that information to help anticipate your bill for next month. Viewing a past month will show the billable size for that month. Data suspended, archived, or deleted midway through the month will always contribute to the active size total.
On the top left, you can choose a specific billing month or navigate between months using the arrows. You can also filter databases by name or database fields using the filter boxes above the table.
You can click on the export icon on the upper right of the table to configure a CSV export. Choose whether to export database or project sizes and which columns to include in your export.
By default, all available columns are selected and include size information by data type (active/ECA, peak/current, native/processed/produced), as well as additional information like status, counts of datasets, and last login.
If your organization has database fields, you can also include these as columns in the CSV export when exporting database or project sizes, or export a filtered view.
The following columns can be exported:
| Column | Description |
| Name | The name of the database/project |
| Id | The unique identifier of the database/project. The values in this column are integers |
| Created | The date the database/project was created in YYYY/MM/DD format |
| Last Status Update | The date of the last update to this database or project’s status |
| Status Update Type | If this database/project has been deleted, archived, or suspended, this column will show what the change was. These values can be DELETED, ARCHIVED, or SUSPENDED |
| Billing State | This column will show what the billing status of the database/project is. These values can be ACTIVE, SUSPENDED, or ARCHIVED |
| Peak Active Processed Size (GB) | The total peak size in gigabytes of the documents processed in Everlaw that exist on this project/database. Please note that this includes documents that were processed on other projects in the database and added to this project |
| Peak Active Produced Size (GB) | The total peak size in gigabytes of the documents produced in Everlaw that exist on this project/database. Please note that this includes documents that were produced on other projects in the database and added to this project |
| Peak Active Native Size (GB) | The total peak size in gigabytes of the native documents that exist on this project/database. Please note that this includes documents that were uploaded on other projects in the database and added to this project |
| Current Active Processed Size (GB) | The current active size in gigabytes of the documents processed in Everlaw that exist on this project/database. Again note that this includes documents that were processed on other projects in the database and added to this project |
| Current Active Produced Size (GB) | The current active size in gigabytes of the documents produced in Everlaw that exist on this project/database. Again note that this includes documents that were produced on other projects in the database and added to this project |
| Current Active Native Size (GB) | The current total size in gigabytes of the native documents that exist on this project/database. Again note that this includes documents that were uploaded on other projects in the database and added to this project |
| Peak ECA Processed Size (GB) | The total peak size in gigabytes of the documents processed in Everlaw that exist on ECA projects on this project/database. Please note that this includes documents that were processed on other projects in the database and added to this project |
| Peak ECA Native Size (GB) | The total peak size in gigabytes of the native documents that exist on ECA projects on this project/database. Please note that this includes documents that were uploaded on other projects in the database and added to this project |
| Current ECA Processed Size (GB) | The current active size in gigabytes of the documents processed in Everlaw that exist on ECA projects on this project/database. Again note that this includes documents that were processed on other projects in the database and added to this project |
| Current ECA Native Size (GB) | The current active size in gigabytes of the native documents that exist on ECA projects on this project/database. Please note that this includes documents that were uploaded on other projects in the database and added to this project |
| Billable Active Size (GB) | The total billable size of non-ECA documents on your project or database |
| Billable ECA Size (GB) | The total billable size of ECA documents on your project or database |
| Count of Processed Datasets | The current number of productions that have taken place on this project/database. The values in this column are integers |
| Count of Native Datasets | The current number of native uploads that have taken place on this project/database. The values in this column are integers |
| Is ECA | This column has been renamed from “Is Eca.” This displays if the project/database is ECA. This value can be TRUE or FALSE |
| Last Login | The date of the last login by any user on the project in YYYY/MM/DD format |
| Is Partial | This column displays if a project is a partial project. These values can be TRUE or FALSE (Project exports only) |
| Org Id | The unique identifier of the organization that the project is in. The values in this column are integers (Project exports only) |
| Org Name | The name of the organization that the project is in (Project exports only) |
| Database Id | The unique identifier of the database that the project is in. The values in this column are integers (Project exports only) (Project exports only) |
| Deletion Requested | The date of the last deletion request for this project in YYYY/MM/DD format (Project exports only) |
Everlaw AI
To learn about the Everlaw AI dashboard, visit out Manage and Trac k Everlaw AI Credit and Feature Usage article.
Legal Holds
On Legal Holds tab, you can create and track hold notices and data preservations. You can learn more from our Legal Holds articles.
Processed Uploads
You can upload processed data from the Processed Uploads page. To do this:
- Select + New Upload > Upload document sets with load file.
- Drag and drop the unzipped folder containing the load file and image/text/native files into the uploader.
- This will open a dialog where you will configure your upload database, upload name, and authorizing user. This step determines which database your data gets uploaded into, so take care that you are selecting the right one.
- If you would like to give the upload a different name than the name of the folder you dragged in, you can change the name now.
To learn more about uploading processed data into Everlaw, visit Upload Processed Data with a Loadfile.
File Transfers
On the File Transfers tab, you can see a list of file transfers of processed upload submitted by users on individual projects that are owned by your organization. You can filter by project, and choose what status you are interested in looking at. For example, you can view all uploads in the Received stage to see uploads you may not have begun uploading using the full Processed Uploads tool in the tab above.
Please note that the statuses for these uploads must be adjusted on the individual project pages. Completing the upload on the Processed Uploads tab will not change the status.
Cloud Management
On the Cloud Management tab, you can set cloud management permissions managing an Everlaw organization's connection to cloud organizations. This supports some cloud to cloud data transfers to Everlaw. You can learn more here about cloud management administration.
Tasks
On the Tasks page, you can see a list of all active and finished tasks on projects owned by your organization. This includes all tasks which run on any of the projects belonging to your organization, including batch actions like assignments, adding documents to binders or batch coding documents, single actions like exports and binder deletions, and project exports from the Organization Admin page.
You can see the time the task started, the user who started it, a description of the task, its progress, and an ETA. If the ETA is listed as Queued, the task has not yet begun but will start when the system is freed up to work on it. Under Action, you can choose to pause or abort the task.
If the task can be completed in stages, like batch coding documents, aborting the task will just prevent future documents from being coded. It does not remove the code from the documents that were already affected. If you would like to undo the coding decisions, you can do so in the Finished Tasks section. For tasks like exports, aborting the task will prevent you from being able to use the export.
Finished tasks can be filtered by project name, user, or description within a chosen date range. Under Description, there might be an info icon. This indicates there is more information you can expand by clicking. In most cases, it is a list of missing files in an export.
To access more information about your finished tasks, such as task start time, completion time, and task duration, select the three dot menu in the More column. Then select See details.
If an entry has an undo button under the Undo column, you can undo the finished task.
Current User Activity
On the Current User Activity tab, you can see all current activity by users in your organization on projects that are owned by your organization. For certain objects like searches and documents, you can click on the linked label to be taken to that object. Any event that has happened within the last ten minutes is be displayed here.
User Access History
The User Access History tab allows you to see the user access history of your organization and the projects your organization owns. From this page, you can view:
- Who has been granted access to a particular project and the groups that the user is added to
- Which users have been removed from a project
- Updates to the translation provider
- Database creation and deletion events
- Staging drive upload, promotion, and deletion events
- API key updates
To view the access history of a particular project, type the project name into the search box at the bottom of the page, and hit Enter on your keyboard.
API Keys
The API Keys tab on the Organization Admin page allows you to generate and manage API keys, which can be used to securely connect to custom applications leveraging Everlaw’s Application Programming Interface (API). To learn more about Everlaw’s API and managing API keys, visit our Everlaw API article.
Multi-matter Models
The Multi-matter Models tab on the Organization Admin page allows you to leverage your organization’s previously trained predictive coding models to find relevant documents in brand-new, similar matters. Learn more about Multi-matter Models.