Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

...

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.

...

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.