Office & Dragons

Add or remove Admins, Members, and Guests in your organization.

User management

The usage table can be downloaded to keep track of documents created and add to your client billing records.

Usage table

Only one option within the 'Save updated document as' section counts towards the usage limit. Redlines are unlimited.

What counts in the usage status?

Data management makes it easier for admins to track matters within their organization.

Data management

Within your organization, super admins and admins are able to set new workspaces and matters to private by default.

Workspace and Matter Control

O&D supports two-factor authentication (also known as 2FA or two-step authentication) for greater account security.

Two-Factor Authentication (2FA)

This article provides instructions for configuring single sign-on (SSO) for your organization if you use Azure AD.

Configuring single sign-on (SSO) with Azure AD

Audit logs provide a record of how members and guests interact with organization files and resources.

Audit logs

Whitelisting is a security feature that allows only pre-approved or trusted users to be invited to your organization.

Whitelisting

Easily control how long your matters are retained

Data Retention Settings

Easily assign roles and departments to user accounts

Job Titles and Departments in Profile Settings

Customize the Client Matter ID and/or add a Custom Matter Field

Client Matter ID and Custom Matter Field

This article provides instructions for configuring single sign-on (SSO) for your organization if you use Okta.

Configuring single sign-on (SSO) with Okta

Samuel Smolkin

Ciara Scott

Numerous approaches to streamline user management and billing within Office & Dragons.

User management and billing 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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