Managing Permissions (Cubed Security Roles)

Cubed provides a simple, role-based permission model to control what users can see and do in the application. User roles are managed directly within Cubed by a Cubed Administrator.

Accessing User Permissions

User roles are managed from the User Settings area of the application.

To manage user permissions:

1. Open the User Settings menu item
2. Select the user you want to update from the list
3. Adjust the required security roles:
   • Cubed Administrator
   • Cubed General Counsel
   • Cubed Lawyer
4. Save your changes

✅ Role updates take effect immediately

Understanding Cubed Security Roles

Each role provides a different level of access and capability:

🛠️ Cubed Administrator

Full system access and control.

• Can:
  • Assign and remove user roles
  • Manage all users in Cubed
  • Configure application settings
• Has no visibility across all matters and contracts

⚠️ Important:

A Cubed Administrator cannot remove their own Administrator role.

This action must be performed by another Cubed Administrator.

⚠️ Always ensure at least one Cubed Administrator remains configured in the system.

⚖️ Cubed General Counsel

Elevated permissions for senior legal users.

• Can:
  • Restrict and unrestrict matters
  • Access restricted matters
  • Reassign restricted matters
  • Involved in matter risk escalations
• Provides oversight of sensitive or high-risk legal work

Typically assigned to Heads of Legal or senior team members.

👩‍⚖️ Cubed Lawyer

Standard role for day-to-day legal work.

• Can:
  • Manage assigned matters and contracts
  • Update status, data, and documents
  • Progress legal work through to completion
• Cannot:
  • Restrict matters
  • Manage system users or roles

This role is suitable for most legal team members.

Role Assignment Tips

• ✅ Assign Cubed Lawyer to all legal users as a baseline
• ✅ Add General Counsel role for users needing access to sensitive matters
• ✅ Limit Administrator role to a small, trusted group
• ✅ Regularly review role assignments to ensure they remain appropriate

Key Safeguards

• User access depends on:
  • Being in the SG Cubed Users security group (managed by IT)
  • Having at least one Cubed security role assigned
• Always:
  • Maintain at least one Cubed Administrator
  • Remove roles before offboarding users
  • Follow your organisation’s access governance policies

In Summary

Cubed user roles provide a clear and controlled way to manage permissions:

• Administrators manage access and configuration
• General Counsel oversees sensitive matters
• Lawyers deliver day-to-day legal work

Together, these roles ensure secure, structured, and flexible access control across the platform.