The Firm Dashboard uses different roles to control what users can see and do. Understanding these roles helps you manage access effectively.
Two Types of Roles
The Firm Dashboard uses a two-tier role system to give you flexible control over access. Think of it like building permissions: some people have keys to the entire building, while others have keys only to specific offices.
Firm-Level Roles control what someone can do across your entire organization.
Case-Level Roles control what someone can access on specific cases.
Each user has one firm-level role and may have different case-level roles on individual cases.
Firm-Level Roles
Firm Admin
- Full control over settings across your entire organization
- Can add/remove users
- Can override any case restrictions
- Example: Your IT leader who needs to remove users
Billing User
- Access to all billing information and invoices firm-wide (invoices include job-level details such as case name, number, and witness names)
- Cannot access case content, transcripts, or exhibits
- Perfect for billing staff who need financial visibility without case materials
- Example: Your accounting team member who processes invoices but shouldn't see confidential case information
Member (Standard User)
- Default role for most users
- Access to cases is managed at the case level (see Case-Level Roles below)
- Can be assigned as Case Admin or Case Viewer on specific cases
Case-Level Roles
Case Admin
- Can see all materials and jobs for specific cases they manage
- Can add/remove other users from their cases
- Can assign roles (Case Admin or Case Viewer) to other users
- Automatically assigned to whoever first books a job on a new case
- Example: A lead attorney books the first deposition on "Smith v. Jones" and becomes Case Admin, or a senior paralegal is manually assigned to manage a complex case
Case Viewer
- Can see all materials and jobs for assigned cases
- Cannot manage who else has access
- Perfect for team members who need visibility but not administrative control
- Example: An associate attorney is added to a case to review all transcripts and prepare for depositions but doesn't need to manage team access
Note: Users associated with a specific job—meaning they booked it, it was ordered on their behalf, they ordered materials from it, or they're the billing contact—can access that job's materials even without Case Admin or Case Viewer access. However, this user only see their specific job, not other jobs in the case. To grant full case access, add the user as a Case Admin or Case Viewer.
Learn more about the Firm Dashboard Administrator Role here