User Permission Level Management

Firm Administrators determine how much access each user has within CARET Legal based on the Permission Level they are assigned.

The Permission Level must be chosen at the time the user is created/invited, however Administrators can change the Permission Level within their user settings.

Default permission levels have the following access:

Note: Staff with Limited Accounting cannot access any of the main accounting sections, including the matter Invoices and Payments tabs. They can only create billable activities such as time entries, flat fees and expenses.

Enterprise Plus subscriptions include an option to request changes to the Permission Levels by turning specific features on or off. You cannot create a new Permission Level, nor can you change permissions for a specific user. Customization of these permission levels beyond adding or hiding the features listed above is limited.

If you wish to request changes to existing Permission Levels, please submit a written request with the following information:

• Permission Level
• Features to be disabled/hidden
• Features to be enabled

Some additional options to allow or hide access based on permission level include the following:

• Read only access for Matters, Invoices, Payments and Documents
• Delete Matters, Invoices and Documents
• Individual Matter Tabs
• Ability to create a new Matter
• Ability to create a new LEAD

*These changes need to be made by a CARET Legal team member and cannot be changed within the application.

Users have the ability to set permissions themselves for Bank Account Access and Matters

Bank Account Permissions: Administrators can select what users can access specific bank accounts. If permissions are set on a bank account, only the users listed can view or make changes to that account. This includes viewing the register, creating hard costs, applying payments to invoices, creating retainers, and applying retainers.

Matter Permissions: Specific users or User Groups can be granted access to a matter. Any users not listed in the Matter permissions will not be able to access that matter. If a user group is assigned to a matter, any user within that group can access the matter. If a new user is added to a group, they will immediately have access to all matters for that group.