Roles & Permissions
Roles and Permissions This guide is provided for Practice Managers and administrative support staff. It explains how to navigate roles and permissions setup, including the system default roles av...
User Management
6 articles
Assign a role to a user
Overview Depending on what access a user needs, they will need to be assigned one or more specific roles/permissions. For more information on what permissions each role has, please refer t...
Matter team permissions
Overview On the accounts side, matters can be restricted to certain teams. Obtaining Access If a user does not have access to a specific matter, there are three options: Add the ...
Concurrent Licensing
Overview Concurrent licensing ensures that a firm can control how many users are logged into the system at the same time while maintaining flexibility for licence management. A concurrent licen...
Managing matter based permissions
Overview Use matter based permissions to restrict specific users from accessing designated matter. To restrict a user from a matter, the matter permissions will need to be adjusted on both the de...
Updating user's roles
Overview When a user requires any changes to their role/s or permission/s, perform the following steps. For more information on what permissions each role has, please refer to the follo...