How to select User and Billing Roles

We offer various staff roles within the system to customize access permissions. This allows you to control what information and features each team member can see and use.

 How to Add/Change a role

1. Go into the Staff section

2. Select the Staff member you want to edit

3. Click on the ellipsis icon and select “Edit”

   

4. Click the dropdown under Role Type and select the role you want to apply.

   

User and Billing roles

Billing Roles:

• Billing: Access to all billing sections, you can create invoices and accept payments, including the Dashboard Overview.

• Billing Admin: Access to all billing sections, you can create invoices and accept payments, minus the Dashboard Overview.

• Billing View and Accept Payment: Users can view Payments and Invoices, they can’t create invoices but can accept payments.

• Billing View: The user can view Payments and Invoices. They can’t create invoices or accept payments.

• Billing Admin Lite: Allows a user to create invoices with a maximum amount. (It defaults up to $500. We can set a preference for them at another amount.) Ideal for consultation invoices.

If a user doesn’t have a billing role in their profile, they won’t be able to see any billing in the system. 

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User Roles:

• Admin: Access to all sections of the system. They can see and make changes to other staff member’s profiles and system settings.

• User: Access to all leads, contacts, and cases. Limited access to the system settings. They can’t change staff member’s profiles. (Basic role, allow access to the system)

• User—Linked Cases Only: Access to cases they are linked to. Access to all contacts and all leads.

• User — Lead Management Only: Access to only
  Contacts and Leads.

• User — Settings Access: Access to the system settings, they can view and change Law Firm Settings, templates, workflows, etc.
  

The “User” Role allows your staff member to access the system. If you remove the “User” role they won’t be able to log in.