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System role | Description |
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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 | This is a regular firm user who also has rights to post invoices to any matter. Typically, this system role is assigned to billing clerks. 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. A firm user who also has billing access can post invoices to any matter, but their other activities in Tracker are limited by their matter roles, and can vary for each matter. |
3rd party biller | A third-party biller is engaged by the law firm, usually as an outside vendor, to submit invoices on behalf of the firm. A third-party biller can post invoices to any matter but does not have access to other matter information. |
Firm user | This system role should be assigned to most users, such as attorneys, legal assistants, and paralegals. These users can be given access to matters and can post invoices only to the matters to which they have been granted access. Firm users do not have any system tasks or responsibilities, and their activities in Tracker are limited by their matter roles, which can vary for each matter. |
User's system role | Effect in other clients' databases |
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Firm Administrator |
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Firm Office Administrator |
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Firm User |
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Firm User+Billing |
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Third-Party Biller |
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