Why are restricted users able to view Accounting data?

  • Updated

By default CARET Legal is set up so Matter Permissions do not apply to Accounting data.

To limit access, change a user's Permission level to Staff so they do not have access to Firm Settings and Accounting data. 

To change a user's Permission level:

  1. Select Firm Settings from the drop-down menu beside your avatar.


  2. Click on Firm Options in the left menu bar, and select Users & Groups from the expanded menu.


  3. Under the Users tab, select Edit in the right-hand column to display a User Settings modal.

  4. Select Staff from the drop-down list in the Permission Level field.

  5. Click Save to complete the process.

The user no longer has access to Firm Settings or the Accounting data.


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