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Help Center · Admin Panel setup

How to add users and set permissions

Give each person at your firm their own login, then choose what they’re allowed to do, such as adding clients, taking payments or opening the Admin Panel.

Time needed: about 5 minutes per user.

Before you start: adding a user may change your bill. During your free access period, new users are free. After that, each new user adds a prorated charge to the card on file for your subscription.

Step 1

Open User Management

Click Admin Panel in the left menu, then click User Management.

The Admin Panel with the User Management tile highlighted

Step 2

Click Add New User

You’ll see everyone who has a login, with their email, user type, hourly rate and status. Click + Add New User.

User Management page listing the firm's users, with the Add New User button highlighted

Step 3

Fill in their details and click Add User

Enter the person’s Name, Email, Hourly Rate and User Type (Attorney at Law, Paralegal, Assistant and so on). Office number, extension, personal number and office location are optional. Click Add User.

Tip: the new user gets an email asking them to set a password, so double-check the email address. The hourly rate is used for their time entries.

Create New User window filled in with a sample name, email, hourly rate, user type and office location
Animation: opening Add New User and filling in the form
Watch it: adding a new user

Step 4

Open their permissions

In the user list, click the orange Actions button next to the person, then click Edit Accesses.

A user's Actions menu with Edit Accesses highlighted

Step 5

Choose what they can do and apply

Tick each thing this person is allowed to do, untick the rest, and click Apply Changes:

  • Add new client: add leads and clients
  • Add payment, Insert new payment and Modify payment: record and change payments
  • Admin section: open the Admin Panel
  • Delete service/matter: remove a matter from a client
  • Edit/delete firm-wide data tables: change shared data tables
  • Manage automations: create and change automations

Tip: only give Admin section to people who should change your firm’s settings, because the Admin Panel controls everything in these guides.

Select Accesses window with the permission checkboxes and the Apply Changes button

Step 6

Edit, reset or remove a user later

The same Actions menu lets you Edit User Information (name, type, rate, phone, office), Reset Email/Password if someone is locked out, or Delete a user who has left the firm.

A user's Actions menu: Edit User Information, Edit Accesses, Delete and Reset Email/Password

What’s next

Keep going

Next, list your attorneys and offices in Attorneys and firm locations. All guides are in the Help Center.

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