Roles and permissions

Invite your team and choose roles

Invite staff by email and give each person only the access their job needs. Clients and family members never take up staff seats.

1. 1

   Open People and invitations

   In the sidebar, under Practice, choose People and invitations. On the Staff tab, select Invite staff.

2. 2

   Add their email and a role

   Owner, licensed consultant, case manager, finance or reception. You can narrow access further by office or team.

3. 3

   Send the invitation

   It works once and expires after 7 days. If it expires, send a new one.

4. 4

   They accept and set up two-step sign-in

   Until they do, they can’t open any client record.

5. 5

   Check the record

   Each invitation shows its status, such as Accepted, and whether Two-step is on. Changes are kept in the firm’s audit log.

Screen by screen

Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.

1. 
   02Find it0:08

   You're in Settings, on Roles and permissions. One chip shows 10 roles, and another says changes are logged.

2. 
   03Test mode0:15

   The banner says this fictional demo firm isn't live yet, with 1 of 4 go-live steps done.

3. 
   04Key terms0:21

   The intro defines two terms. Own means a person sees only records they're part of. Assigned only means access to work on assigned matters, within each role's scope.

4. 
   05Role columns0:32

   Each column after Permission is a role, from Platform admin and Firm owner through Client and Sponsor or employer, with more to the right.

5. 
   06Read a row0:40

   Each row is a permission. On View matter, the firm owner has Yes; licensed consultants, case managers, assistants and finance have Assigned only; and clients and sponsors have Own.

6. 
   07Firm owner0:53

   Down the Firm owner column, every visible row says Yes. Platform admins get View matter only with a support grant.

7. 
   08Approval rules1:00

   Under the approval rules, a case manager can't release a submission, and earned-fee transfers need a second approver.

8. 
   09Recap1:07

   So: find it in Settings, know own versus assigned only, read roles across, check approval rules, and remember changes are logged. Next: Access grants.