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System role | Description |
---|---|
Company System Administrator | Has full access to all matters and all setup pages. |
Company Office Administrator | Can administer user accounts assigned to their own office and/or be the designated Tracker Coordinator. Doesn't have access to system setup nor any matters. |
Company Matter Creator | Can create matters and added as a direct matter participant to all matters they create. |
Company user | Doesn't have the ability to create matters and doesn't have access to any matters. |
System role | Description |
---|---|
Law Firm Administrator | When a company creates a new firm account in Tracker, the 1st user for that law firm is automatically assigned the role of Firm Administrator. A Firm Administrator can:
Unlike the System Administrator for a company, a Firm Administrator can't access data other than financial information for all matters. Only a user with the system role of Law Firm Administrator can assign this role. For security reasons, law firms should have a limited number of Firm Administrators. |
Firm Office Administrator | Each firm office can have a user designated as the Firm Office Administrator, and if a firm has more than 1 office, each office needs a Firm Office Administrator assigned. Users with this role can:
While the Firm Office Administrator can post invoices to any matter, the Firm Administrator can limit the Office Administrator to viewing only the invoices and attachments from that office. |
Firm user + billing | Typically assigned to billing clerks. They can post invoices to any matter.
For small firms, all users might be given this role so that everyone has the ability to post invoices to all matters and to view all invoices in the system. |
3rd party biller | They can submit invoices on behalf of the firm and can post invoices to any matter. They don't have access to other matter information. |
Firm user | Assign this system role to most users, such as attorneys, legal assistants, and paralegals. This role has access to matters and can post invoices only to the matters to which they have access. |