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Permission | Company System Administrator | Company Office Administrator |
---|---|---|
System setup access | Yes | No |
Create users | Yes | Yes, as long as the user is in the same office and is not a Company System Administrator |
Edit company user and admin profiles | Yes | Yes for users assigned as Tracker Coordinator or a backup coordinator. Can't edit Company System Administrator profiles |
Reset company user passwords | Yes | Yes for users assigned as Tracker Coordinator or a backup coordinator. |
Create a company office | Yes | No |
Edit a company office profile | Yes | Yes for their own company office profile only |
Create law firm users with the Firm User system role | Yes | Yes |
Reset law firm user passwords | Yes | Yes |
Edit a law firm and firm office profile | Yes | Limited to editing the Notes field and entering firm office vendor numbers if none were previously |
Create firms | Yes | Yes |
Bulk update user information | Yes | Yes for users in their office/region |
Bulk update vendor numbers | Yes | Yes |
Access to all matters | Yes | No. You'll need special matter access by a Company System Administrator |
Give special matter access | Yes | Yes for matters they have access to and with the same access level |
Bulk update matter data | Yes | Yes for matters they have access to |
Create matter templates | Yes | No |
Edit matter templates | No | No |
Create and access a limited access matter | Yes | Yes to limited access matters they have access to |
Run AP extracts | Yes | No |
Download AP extracts | Yes | Yes if they are on the AP route |
Make law firm budgets not required if default setup requires them | Yes | No |
Change the setting so that accruals don't generate for the matter | Yes | No |
Change the setting so that firms don't have to submit unbilled amounts | Yes | No |