There are times where you have users at the firm who you only want to view certain reports related to certain activities such as billing, reconciliation, matter transactions, etc.

In Cosmolex, you can now limit user access to certain reports so when the user logs in they will only be able to see those specific reports under the Reports Tab.

To set this up:

  • Go to Account Management > User Management tab > User > then select a User > Edit

  • In the edit user window, click on Settings (Role and Restrictions).

  • When restrict report visibility is checked, you can select which reports they are allowed to view.

  • Once done, click Save.
  • When the user logs in, they will only see the report/s that you allow them access to under Reports Tab.

Note: By default, when adding a new normal user, the user will only have access to Billing and matter related reports.