Wise Owl Legal provides you with the option of allocation roles to users, rather than selecting individual user rights if this better suits your situation. A brief overview of each role is set out below:
Admin
Boss: the person/people ultimately responsible for the practice / firm; usually the director or owner. Grants read-only access to all areas.
Office Admin: a local office administrator of Wise Owl Legal, responsible for basic troubleshooting and administrative tasks. Has wide read and write access.
Super User: have unrestricted access to Wise Owl Legal. You should not login as these users for normal data entry to prevent accidental data loss.
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Time Data Entry: someone who enters time data. Can make timesheet entries but no reversals or variations.
View Financial Data: someone who enters financial data. Read access in disbursements and trust accounting.
View Legal Data: someone who enters legal data. Read access to matters, documents and contacts.
View Time Data: someone who enters time data. Read access to timesheets.
Named
Accountant: allows for access to all accounting functions (trust, disbursements and timesheets). Also has read only access to matters, documents and contacts.
ConvenyancerConveyancer: can do legal, financial and time data entry.
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Lawyer: can do legal, financial and time data entry. Similar to the conveyance role however has the additional rights of; is practicing solicitor; approve disbursements; delete and void disbursements; and bulk trust to general payments.
Paralegal: can do legal, financial and time data entry. Differs from conveyancer in the access relating to documents.
Reception: can do legal and financial data entry.
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Senior Partner: a senior partner for the practice/firm.
After selecting a role a list of all the rights the user has access to can be seen by selecting the current rights tab under edit user.