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:
Office Admin:
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: enters financial data. Can make basic disbursements and trust accounting entries but no reversals or variations.
Legal Data Entry:
Time Data Entry:
View Financial Data:
View Legal Data:
View Time Data:
Named
Accountant:
Convenyancer:
Director:
Lawyer:
Paralegal:
Reception:
Template Author:
Time Keeper:
Special
Proxy Data Entry:
Senior Partner:
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.