This article covers organization admin functionalities, which are available to certain users with contracts covering unlimited database creation.
Table of Contents
- Creating Organization Admins
- Exporting Organization Users
- Renaming a Database
- Exporting a Project
- Suspending a Project
- Delete a Project or Database
Creating Organization Admins
Only organization administrators within the organization can grant organization administrator access to other Everlaw users. This is the highest level of permissions a user can have on Everlaw. You can make a user in your organization an organizational administrator on the projects and users tab. To see the users in your organization, click on the “organization members” button in the upper right. This will show all members of the organization, not just users associated with a particular project. It will not show any users that are not members of your organization, even if they are on projects owned by your organization. Then, once you have identified the user whose access you would like to modify, click Member in the box to the right of their name. You will be asked if you would like to make them an organizational administrator. If they are already an organizational administrator, you can click on their label to remove it.
OA Access: This setting controls permissions for Organization Administrators on a given database. Since this is a database-level access, changing access for one project will necessarily change the access for the other projects in that database. Only Organization Administrators with Database Admin permissions can change this setting, which affects all projects within that database.
With the toggle set to Yes, Organization Administrators will have the following privileges:
- Administrative access to databases on the Organization Admin page (e.g., rename databases, manage processed uploads)
- Administrative access to projects on the Organization Admin page (e.g., suspend/delete projects, export projects, view Tasks, view user uploads)
- Full document access regardless of document access management settings on their user group
- Special privileges on projects that only organization administrators have (e.g., assigning Bates to an arbitrary set of documents, administer project binders, configure deduplication settings)
However, if the OA Access permission has been set to No for a given database, organization admins will no longer have automatic access to the database and its projects. In order to administer the database and its projects from the Organization Admin page (#1 and #2 above), as well as maintain organization admin-level access to the projects themselves (#3 above), organization admins must be:
- Added to at least one project in the database (with any project permissions); and
- Granted the Database Admin permission on the database. Please note that this includes organization admins who have been removed from all projects in a database, but whose database permissions have not been removed (i.e., inactive users).
If an organization admin is added to a project but is not granted the Database Admin permission, their project permissions will be derived solely from the user group(s) they have been added to. They will not be able to administer the database or any of its projects from the Organization Admin page.
Please note that all organization admins are able to see the sizes of all of the organization’s projects from the Organization Admin page, regardless of OA Access settings.
MFA: This stands for "multifactor authentication." You can also turn multi-factor authentication on or off for a given project.
Exporting organization users
Exporting all users currently on projects owned by your organization
You can export a list of your organization’s members, their email addresses, and their associated projects from the Projects & Users tab on the Organization Admin page. To export a CSV of all users currently on projects owned by your organization, click the export button next to Projects on the Projects & Users tab. This will export a list of all users currently on projects owned by your organization, along with their email addresses and any projects they are on that are owned by your organization.
Exporting all users in your organization
To export a list of all users in your organization, leave all projects unselected under Projects and click the export button next to Organization Members. This will export a list of all users in your organization, regardless of whether they are currently on a project within your organization, along with their email addresses and any projects they are on that are owned by your organization.
Exporting all users on a specific project owned by your organization
To export a list of all users on a specific project owned by your organization, select the project under Projects, and then click the export button on the right side of the page. This will export a list of all users on the selected project, regardless of whether they are in your organization or not, along with their email addresses and any projects they are on that are owned by your organization.
Renaming a Database
With OA access on the database, you can rename databases from the Projects & Users tab on the Organization Admin page. Locate the database you'd like to rename, click the three-dot menu icon under the More column, and click "Rename database." The new name will propagate to all associated projects.
Exporting a Project
With OA access on the database, you can export projects from the Projects & Users tab. If you do not have OA access on the database, you must be a Database Administrator as well. Find the project you'd like to export, then click the three-dot menu icon under the More column and click Export.
To export a project, including its load file and work product, see this article for more information.
Suspending a Project
Suspending a project on Everlaw is useful for when your data is no longer needed right now, but you may need to reopen or gain access to a project in the future. If you choose to suspend your project, Everlaw will keep all documents, review data, and user analytics in place and immediately accessible.
Organization administrators can suspend projects from the Projects & Users tab on the Organization Administrator page. Under Projects, find the name of the project you would like to suspend. Under the More column, click the three-dot menu icon, and then click the suspend icon. Note that if you suspend a complete project, any partial projects on the database will not automatically be suspended.
Project suspension comes with a per GB monthly charge for any full month your database is suspended. The monthly fee is a fraction of the normal hosting cost. To view the processed and native sizes of suspended projects, go to the Project Sizes tab of the Organization Admin page. Suspended cases are tagged, such as project “[POC] - AL” in the screenshot below.
To learn more about your database's suspension plan, you can contact email@example.com.
To unsuspend your project, click the three-dot menu icon again, and you will see the option that says "Reactivate project." Click the option and confirm reactivation. Note that this will resume active billing charges beginning in the current month.
You cannot reactivate a partial project if the complete project is inactive. This is for billing purposes. If you try to reactivate the project, you will receive a notification tell you to first reactivate or complete a complete project.
Delete a Project or Database
There are a number of options for handling your project(s) on Everlaw once you no longer need active and ongoing access to it. Read this support article for information on all of your options for preserving your data before deletion.
To delete a project, navigate to the Projects & Users tab on the Organization Admin page and select the project you would like to delete. Under More, click the three-dot menu icon, and then click the trash can icon.
You will then be presented with a confirmation dialog box. In order to request that your project be deleted, enter the reason for your project deletion and then click Request Deletion. Upon deletion, you are sending a request to Everlaw to immediately delete your project, and none of your documents and review work can be recovered at this time! There is no way to reverse this action and recover data that have been deleted.
You will also see an option to “Purge all backups immediately.” This option should only be selected if you need to immediately and completely expunge all data and backups from the platform, as requested by a court order. We do not recommend selecting this option unless you have to.
If you are trying to delete the only complete project in that database and there is at least one partial project, then you will need to request deletion for all associated projects first. If there is at least one other complete project in that database, then your request for deletion will be confirmed. Partial projects can always be deleted regardless of the other projects included in that database.
Once you have submitted your deletion request, Everlaw will immediately log your request and schedule the project for deletion. Upon confirmation, your project, its documents, and the review work will be deleted from Everlaw permanently.