User Permission Level Management

User Permission Level Management

Firm Administrators determine how much access each user has within CARET Legal based on the default Permission Level they are assigned.

The Permission Level must be chosen at the time the user is created/invited, however Administrators can change the Permission Level within their user settings. 

Default permission levels have the following access:

Staff with Limited Accounting cannot access any of the main accounting sections, including the Matter level Invoices and Payments tabs. They can only create billable activities such as Time entries, Flat Fees and Expenses. 

Permission Management

Firm Administrators can modify the Permission Levels by turning specific features On or Off.  In addition to the six default Permission Levels, firms can create custom permission levels to provide even more granular control.

Edit Permissions

1. When a Firm Administrator logs into CARET Legal, they will see a new option called Permission Management under Firm Settings.
    
2. Click onto the Permission Level drop-down menu to choose the role you would like to edit. Click the Pencil icon when you are ready to make changes.
    
3. The various permissions are organized into distinct Categories to make it easier to find the areas you wish to modify. The check boxes become enabled to the right so you can start modifying as needed.
   
   Turning off the top header category will turn off all other sub-options in the category, even if the sub-options are not deselected.

4. Click onto any of the other category options on the left to see additional controls.

5. Click SAVE at the bottom when you are happy with the changes. Changes will take effect on the next login.

Create New Permission Level

CARET Legal allows you to create a new Permission Levels from scratch or clone an existing one.

Clone Permission Level

1. Click the in the top right corner to create a new Permission Level.
2. Select Clone Existing Role from the menu that appears.
   
3. Select the existing permission level you would like to base your new version on and enter a name for the new Role. Then click Create Role to save your changes.
   
4. Select the newly added Permission Level from the list and make any edits as described above. 
   

Create New Permission Level

1. Click the in the top right corner to create a new Permission Level.
2. Select Create New Role from the menu that appears.
   
3. Enter a name for the new Role. Then click Create Role to save your changes.
   
4. Select the newly added Permission Level from the list and make any edits as described above. 

Remove Permission Levels

The six standard Permission Levels cannot be removed from the system.  Any custom Permission Levels can be removed as long as they are not currently assigned to any firm members.

To Delete a Custom Permission Level:

1. Select the desired Custom Permission Level from the list.
   
2. Click the Trash Can to remove the selected role and click Delete Role when the prompt that appears.

Activity Log Tracking

Edits to existing Permission Levels and the creation of new Permission Levels are recorded to the Activity Log should anyone need to review who made any changes.

Bank Account Access & Matter Permissions

Users have the ability to set permissions themselves for Bank Account Access and Matters directly in the interface.

Bank Account Permissions - Administrators select which users can access specific Bank Accounts. If permissions are set on a bank account, only the users listed can view or make changes to that account. 
 
This includes:

• Viewing the Register
• Creating Hard Costs
• Editing or Applying payments to invoices
• Creating Retainers
• Applying Retainers

⚠️ If you already have bank permissions in place, this may interfere with a user's ability to perform actions you may want available to them.

Matter Permissions - Specific Users or User Groups can be granted access to a Matter. If a user is not listed in the Matter permissions they will not be able to access that matter. If a user group is assigned to a Matter, any user within that group can access the Matter. If a new user is added to a group, they will immediately have access to all matters for that group.