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Access Control

Who can see Locker, and what can they do when they're in it? Locker uses a two-layer model: your organization's plan determines whether Locker is available at all, and each user's role determines what they can do inside it.

Coming Soon

Screenshot: locker-access-control-overview, the Organization → Members page showing team members with their assigned roles

Two Layers of Access​

1. Plan access, Locker is only visible to team members in organizations with an active Locker plan. If Locker doesn't appear in your navigation, your plan may not include it. Contact your account team.

2. Role-based permissions, Once Locker is active, each user's role determines what they can do. There are three levels of access: view only, upload and organize, or full administration. Roles are managed from Organization → Members, not from within Locker itself. Only organization admins can change roles.

Your role's access level determines which actions you can take, viewing documents, uploading them, or administering the repository. See Permissions for what each level allows, and Roles for how roles map to those levels.

In This Section​

  • Permissions: What each access level controls
  • Roles: How roles map to Locker access and how to assign them
  • Access & Sharing: How to give teammates access and handle external sharing

Troubleshooting​

Locker doesn't appear in my sidebar. Locker is only available on plans that include it. If you don't see it in your navigation:

  1. Confirm your organization's plan includes Locker, contact your account team if unsure.
  2. Check that your role includes Locker access. Go to Organization → Members, find your account, and check the assigned role. Ask your organization admin to update your role if needed.
  3. After a role change, do a hard refresh (Cmd+Shift+R / Ctrl+Shift+R), changes take effect immediately but the sidebar may need a refresh to reflect them.

See Permissions and Roles for the full breakdown.

A team member can view documents but can't upload. Their role only includes view access. Your organization admin can update their role from Organization → Members. See Roles.

A team member can't see a specific Locker section. Some sections (Search, Obligations, AI Search) require a plan that includes them, this is set at the organization level, not per user. If a section is missing from the navigation, contact your account team.