User Access Rights: Roles, Rights & Client/Case Managers.

A User-role determines what access rights a User has within the system. The selected User-role will not be displayed anywhere within the system. 

Each User-role is detailed below.

1. Partner
   • • View clients whom the User is not a client manager of.
     • Access to cases within their business unit(s).
     • Able to record time records as Hourly or Fixed Fee.
        
2. Associate
   • • This role does not have any elevated rights.
     • Users with this role can only access cases that he/she is Participant or Case Manager.
     • Can report time in other cases within their business unit(s). 
       
       
3. Assistant
   • • View clients for whom the user is not a client manager of.
     • View and edit all cases within their business unit(s).
     • View clients within their business unit(s). 
     • Edit time & expense records.
       
     • Able to record time records as Hourly or Fixed Fee. 
     • Report time and/or expenses on other users’ behalf.
       
       
4. Paralegal
   • • This role does not have any elevated rights.
     • Users can only work on cases that have been assigned to him/her.
       
     • Can report time in other cases within their business unit(s). 
       
       
5. General staff
   • • This role does not have any elevated rights. 
     • Staff is used for general staff, that should only have access to cases they have been assigned to only.
     • Can report time in other cases within their business unit(s). 

A User-right is a right that is explicitly set for a User. To assign a special right, check the checkbox to the left of the rights-name. 

Each User-right is detailed below.

1. Administrator
   • • Access to the Control Panel to configure tenant settings such as adding/editing Users or changing organization information.
     • View cases with their own business unit(s), even if they are not a case participant, including Confidential cases. 
       • If you have been Excluded, you will still have access to the case. 
     • Edit case details and documents.
     • Edit client details and documents.
     • Can add/remove clients and opponents in open cases.
     • Unable to approve time/expense records.
       
     • Able to record time records as Hourly or Fixed Fee. 
     • Can permanently delete clients.
     • Able to backdate assets without restriction. 
       
       
2. Compliance
   • • Ability to start and perform AML Checks on AML Clients and Cases. 
       
     • Access to clients and cases within their own business unit(s), even if they are not a case participant, including Confidential cases. 
       • If you have been Excluded from a case, you will no longer have access. 
     • Can add/remove clients and opponents in open cases.
       
       
3. Accounting
   • • Access to Invoices-view even if there are no invoices for them to approve. 
       • This means with this Right, the User will have access to all Cases within their Business Units.
     • Access to all invoices within their own business unit(s).
       • If the User has access to the direct Business Unit that is also set as a Billing Unit, then the User will be able to view all Invoices in that billing unit as well. 
     • Edit invoices within their business unit(s).
     • Comment on Finalised invoices. 
     • Generate new draft invoices.
     • Finalize approved invoices.
     • Credit finalized invoices.
     • Resolve invoices.
     • Unlock invoices.
     • Can deposit/withdraw Trust Account Funds on Client Card.
       
       
4. Approve others Invoices
   This right is a sub-additional right that typically goes along with the 'Accounting'-right.
   • • Ability to approve invoices even if you are not an Approver of the invoice.  
       • • However, this right is overwritten if you are an Approver of the invoice.
           
           
5. Reporting
   • • Access to all reports.
     • Access to custom reports. 
     • Access to all information for your Billing Unit. 
       
       
6. Access to all Billing Units
   This right is a sub-additional right that typically goes along with the 'Reporting'-right.
   • • Generate report data for other Billing Units.
       
       • • This allows you to select (if any) Billing Units for the Billing Unit filter in reports. 
         • Also provides you with a new option in reports for the Billing Unit filter; All Billing Units, that allows you to generate reports with all data across all billing units in your lawfirm in a single report. 

In addition to User roles/rights, you can assign roles for users on the Client Card (Client Managers) or Case Card (Case Managers).

Client Managers have the following additional rights.

• • can access all standard reports
    • • can only generate information for clients they are responsible for. 
  • can access all cases related to the client, even if not added as a Case Manager or a Case Participant
  • can view and edit client details
  • can view and edit case details of the client
  • can add/remove participants of a case
  • can approve time/expense records of all client's cases
  • can open invoices that relate to the client
  • can open document libraries related to the client
    • • unless a case is confidential then the client manager must be explicitly added as a participant. 
  • can deposit/withdraw Trust Account Funds on Client Card

Case Managers have the following additional rights.

• • can access all standard reports
    • • can only generate information for cases they are responsible for. 
  • can view and edit case details
  • can add/remove participants to a case
  • can approve time/expense records of the case
  • can open invoices that relate to the case
  • can open the case document library

The following are examples of default roles that can be set on the Client or Case levels. 

1. Executive Lawyer
2. Responsible Lawyer
3. Invoice Approval Responsible

Both the "Executive Lawyer" and "Responsible Lawyer"-roles are used for reporting purposes, where you can select a User who has one of these roles using the "Case Role" or "Responsible Lawyers" or "Executive Lawyer" filters. 

The 'Invoice Approval Responsible'-role has one special right that overrides the standard invoice approval process. This role, if set and depending on where it is set, dictates who will be the person(s) responsible for approving invoices for the client and/or case(s).