Roles and permissions
Every member has one of four roles. Roles decide which pages and actions they see.
| Role | Typically | In short |
|---|---|---|
| Administrator | Principal, managing partner, practice manager | Everything, including members, firm settings, month-end sign-off and deletions. |
| Supervisor | Senior attorney, bookkeeper | Everything except members and firm settings: trust and business money, reports, analytics, reconciliation, FICA. |
| Attorney | Fee earner | Matters, clients, diary, Bulk Entry and the client portal. Can reveal full ID numbers. |
| Staff | Secretary, candidate attorney, receptionist | Matters, clients, diary, Bulk Entry and the client portal. Sees ID numbers masked. |
Who sees what
| Area | Staff | Attorney | Supervisor | Administrator |
|---|---|---|---|---|
| Dashboard, Matters, Clients, Diary | ✓ | ✓ | ✓ | ✓ |
| Bulk Entry, Client Portal | ✓ | ✓ | ✓ | ✓ |
| Trust and business balances on the Dashboard | — | — | ✓ | ✓ |
| Reveal a full ID number | — | ✓ | ✓ | ✓ |
| Edit a client's details | — | — | ✓ | ✓ |
| Transactions page | — | — | ✓ | ✓ |
| Reports and Analytics | — | — | ✓ | ✓ |
| Reconciliation | — | — | ✓ | ✓ |
| FICA page | — | — | ✓ | ✓ |
| Reverse a transaction, allocate money, credit notes | — | — | ✓ | ✓ |
| Archive a matter or client | — | — | ✓ | ✓ |
| Set up reconciliation, sign off and reopen months | — | — | — | ✓ |
| Delete a matter, client or business entry | — | — | — | ✓ |
| Members | — | — | — | ✓ |
| Firm settings (details, banking, invoicing, numbering, lists, data export) | — | — | — | ✓ |
On the phone app, the Money tab, matter balances and today's trust receipts appear for Supervisors and Administrators only.
Owner
A firm also has an Owner: an Administrator who alone can make someone else an Owner, and who can't be demoted or deactivated by other Administrators. Useful for a principal who wants to be sure they can never be locked out by a colleague.
Choosing roles
- Keep Administrators to the people who are responsible for the firm: they can change bank details and sign off trust reconciliations.
- Give your bookkeeper Supervisor, so they can capture money and reconcile, but not change members or bank details.
- Everyone else is Attorney or Staff.
Change a role on the Members page.
Something unclear or out of date? Email hello@caseo.co.za.