Overview
User permissions allow you to control exactly what your staff can see and do within LawPay. By tailoring these settings, you ensure that team members have the tools they need while maintaining firm security and data privacy.
Administrative Roles
Administrator
This permission grants the user the most extensive access to the system.
Billing & Financials: Ability to edit firm billing settings and view all firm financials on the dashboard.
Account Control: Admin users can set and manage permissions for all other accounts within the firm.
Transaction Oversight: Admins can control access to transaction visibility and specific actions across the platform.
Payment & Revenue Management
Permission | Description |
Collect Payments | Allows staff to process transactions via the Charge button on the homepage. |
Schedule Payments | Enables the setup of future or recurring payments to maximize cash flow and ensure invoices are paid on time. |
Issue Refunds | Allows users to refund or void payments (both online and offline) on the Transactions page. |
Payment Vault | Grants access to securely store and charge client payment methods without increasing your PCI scope. |
Invoicing & Reporting
Manage Quick Bills and Invoices
This permission is required for any user handling client billing.
Capabilities: Create, edit, and delete invoices.
Visibility: Grants access to the Invoicing tab and the Create Invoice button.
Reporting: Allows the user to see invoice totals on the dashboard and access the Aging Invoices report.
View Reports
Allows the user to run and view all standard reports and access the home dashboard.
View Statements
Allows the user to view Monthly Statements, which provide a detailed breakdown of processing fees each month.
Compliance & Security
Manage PCI Compliance
This permission allows a designated user to complete the required Quick Self-Assessment Questionnaire (SAQ). This validates that your firm handles secure information safely and remains compliant with industry security standards.