Share a Project and Manage Access in Vincent
Learn how to invite colleagues to a Project in Vincent, what the owner, editor, and viewer roles can each do, and how to remove someone or transfer ownership.
Summary
Learn how to invite colleagues to a Project in Vincent, what the owner, editor, and viewer roles can each do, and how to remove someone or transfer ownership.
Why This is Important
A Project is private when it is created, so sharing is a deliberate act. The role you give someone decides whether they can add to the record or only read it, which matters when a Project holds a live matter and the people around it include juniors, other practice groups, or business operations staff.
How to Share a Project
Open the Project and click Share.
Type the colleague's name.
Choose their access level: edit or view.
Click Invite. They appear in the access list for the Project.
Everyone in a Project must belong to the same organization. A Project cannot be shared with someone outside it, and there are no shareable links in this release.
What Each Role Can Do
Owner: whoever created the Project. The owner can do everything, including deleting the Project and changing its status. [VERIFY]
Editor: can do essentially everything the owner can: upload and delete files, edit the matter summary, create conversations, and add tasks. [VERIFY — the stated intent is that deleting the Project and changing its status remain with the owner.]
Viewer: read-only. A viewer can read everything in the Project, including conversations and the activity log, but cannot upload or delete files, change the matter summary, or create conversations.
How to Remove Someone From a Project
Open the access and sharing panel and remove them from the list. Their access ends immediately; the work they created stays in the Project.
How to Transfer Ownership
Ownership can be transferred to another member. This exists because people leave firms, and a Project should not be left with an owner who is no longer at the organisation.
If a Project's owner is removed as a Vincent user, their Projects are not deleted. Deletion is only appropriate where your organization's data retention policy requires it.
Best Practices & Pro Tips
Give view access when the person needs to check the work, not do it. A reviewing partner, a supervising counsel, or an ops lead who needs oversight is usually a viewer. It keeps the record clean about who produced what, which is the point of having the record.
Review the access list at each staffing change. Membership is the confidentiality control on a Project. When someone rolls off a matter, remove them the same week, and check the list before adding anyone whose involvement could raise a conflict.
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