User Roles & Rights

Quick Links
User Roles
User Rights
Notes

Each User in LEX247 can be given a User Role. This will provide the User with basic level rights they have access to within the application. Rights are sub-additional rights that are explicitly set for a User that allows them additional rights or provide access to specific areas within the application. 

Below is a list of rights given to each User Role and User Right. 

User Roles

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). 
       

User Rights

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. 

Note:

1. Ensure that you are a User with 'Administrator'-rights to be able to gain access to the Control Panel to add/edit Users Roles/Rights.