Update User Permissions

You may find that you need to give a user more or less access to parts of our site.  To accomplish this, please follow the steps below:

1. Click on your name located at the top right of any page and click Users.
2. Choose the user you'd like to change the permissions for.
3. Click on the User Permissions tab(see below).
4. Click on the pull down menu next to Set User Default and choose Any User Type (The type is just a classification, you are able to further modify the permissions using the "User Permissions" tab mentioned above).
5. Scroll below to see which functions or part of the site a user has access to. Place and remove check marks as needed.
6. Press the Save Changes button.

*Please note that this change is only specific to the user you edited, not all users. You will need to go to each individual user to change their own settings.

User Permissions Tab:

System Administration - These permissions should only be given to the office/firm administrator or owner.

• Users – The User can view the complete list of Users, set up new Users and disable Users, change User permissions, and edit passwords.
• Clients – Access to Client
  • View Clients – The User can view Client’s
  • Create/Edit Client – The User can create new Clients, edit Client information, or disable existing Clients.
• Firm Settings – Provides the ability to edit settings for the firm such as preferences, address, credit card, etc.

Rates

• View Billing Rates – The User can see all the billing rates and all total billed amounts pertaining to these rates.
• Edit/Define Billing Rates – The User can edit billing rates for Clients, employees, or Projects.

Accounting

• View Balances – The User can see the Client balances of all Clients.
• Receive Payments – The User can receive Payments towards Clients and Projects.

Invoicing

• Invoicing – The User can create, edit, and delete Invoices, as well as creating both Statements and Drafts.
• View Invoices – The User can see all Clients’ Invoices.
• Resend Invoices/Balance Statements – The User can reprint Invoices and balance statements.

Projects (Matters/Cases/Ect)

• Create/Edit/Close Projects – The User can create a new Project, edit an existing Project, and close a completed Project.
• Access Projects – The User can view Projects.
  • All Projects – The User can view all Projects.
  • All Open Projects – The User can view only open Projects.
  • Limited Project Access – The User can only see their personal data entered on Projects.
• Allow Projects assigned to this User – The User can be an account manager for assigned Projects.
• View Billable Hours – The User can see the billable hours.

Time/Expense Entries

• View other Users’ time/expenses – This User can view other Users’ time/Expenses.
  • Enter time/expenses for other Users – This User can enter billable Time and Expense Entries for other Users.
• Enter Expenses – The User can enter his/her Expenses to be billed to Clients.
• Can Override billable rates on time entries – The User can view and override his/her billable rates and other User’s billing rates on Time Entries. This feature is not automatically enabled. This must be checked to be able to view this option.
• Allow Entries to be Excluded from Invoices – This allows the User to be able to exclude their entries from being Invoiced.
• Limit time/expense and internal time entries to the current week – The User will only be allowed to add time to the current week, and not outside of it.
• Limit time/expense and internal time entries to the current month – This User will only be allowed to add time to the current month, and not outside of it.

Scheduling

• View Other Users Schedules – The User can see another User’s calendar or select to show All Users calendars.
• Manage Other Users Schedules – The User can add new or edit existing entries to another User’s calendar.

Reporting

• Full Reporting Access – The User can run reports with data for the entire firm.
• Limited Reporting Access – The User will only be able to run reports for their own time/Expenses.

Account Manager Settings

• View time/expense entries – If checked, this allows the User to view entries created by any Users under the Clients they manage.
• Edit time/expense entries – If checked, this allows the User to view/edit entries created by any Users under the Clients they manage.
• View Billable Rates – If checked, this allows the User to view rates on entries created by any Users under the Clients they manage.
• Edit Billable Rates – If checked, this allows the User to edit rates on entries created by any User under the Clients they manage.
• View Balances – If checked, this allows the User to view balances on entries created by any Users under the Clients they manage.

Data Management

• Exports - If checked, this allows the user to export data from the Data Management Tab. 

Bulk Updates

• Matters - If checked, this allows the user to preform Matter Bulk Updates. 

Once you are finished editing User permissions, click the blue “Save Changes” button.