Access

The Access area controls who can use Lextree and what they can reach. Account admins manage it under Admin → Access. It has three sections: People, Groups, and Records.

People

Manage your members, invitations, and each person’s access. Invite someone by email, see who’s pending, and set what each person can do.

Access is granted per module through roles:

• Editor — can view and edit records in that module.
• Viewer — can view but not change records in that module.
• Guest — limited, invitation-based access (for example, an outside collaborator).

On Pro , everyone with access to a module is an Editor there. Per-module Editor/Viewer roles and the Guest role become available on Business and Enterprise plans.

Separately, the account admin flag (is_admin) governs who can manage billing, users, and permissions. On its own it grants no access to compliance data. Admins who also work with records need module roles too.

Groups

Create and manage access groups — the organizational units (OUs) that scope access by part of your organization, such as region or division. Group-based scoping is an Enterprise feature.

Records

Control which users can see each record by assigning records to organizational units. Combined with people’s group membership, this determines who sees what. Per-record visibility scoping is an Enterprise feature.