All firm users requiring access must have a user account. Administrators have the option to fully activate new users from within User Management, including password setup.

Firm admins can set user passwords, force users to reset their password, or change the user’s password. Users can also change their own passwords.

You can change the email address associated with your account. You will get notifications to your email address should you choose to receive them.

Within the User Management feature, you can determine which reports a user can access under the Reports.

You can limit a user’s access to bank details.

Certain users may only be permitted access to a certain timekeeper’s entered data. You would set this restriction under Account & User Management.

For additional information regarding the matter owner permissions and restrictions within each system area, see matter-owner-restrictions.

We offer a variety of roles from which you can choose including the ability to customize roles based on your firm’s needs.