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.
Generic
Financial Data Entry: someone who enters financial data. Can make basic disbursements and trust accounting entries but no reversals or variations.
Legal Data Entry: someone who enters legal data. Read and edit access to matters, documents and contacts.
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.
Conveyancer: can do legal, financial and time data entry.
Director: allows wide-read only access, particularly to productivity reports.
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.
Template Author: allow access to create and edit document templates.
Time Keeper: allow access to time based productivity reports.
Special
Proxy Data Entry: someone who can enter data on another's behalf. Users are assigned who they may be proxy for in their settings. Requires another role to have access to any modules.
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.