🛡️ Administrative Control
User permissions are established during the initial setup of a user profile. Only Admin users have the authority to set or revoke these permissions.
Tip: Permissions directly impact what your staff can see and do. For example, revoking "Invoicing" access will hide all billing totals and invoice sub-tabs from that user's view.
📋 Permission Types & Capabilities
Use the table below to understand the specific access granted by each permission level.
Permission | Capabilities |
Administrator | Full access to firm billing, LawPay subscription, and firm-wide financials. |
Charge | Process card/eCheck payments and deposit funds into trust or operating accounts. |
Scheduled Payments | Set up recurring payments to automate cash flow and ensure on-time billing. |
Quick Bills & Invoices | Create, edit, and delete invoices; view financial totals on the dashboard. |
Transaction Details | Manage and issue refunds for both online and offline payments. |
View Reports | Access the "Reporting" tab in the left sidebar for firm data analysis. |
View Statements | Access and download monthly firm statements via the user profile. |
PCI Compliance | Manage the self-assessment questionnaire to ensure secure data handling. |
Payment Vault | Securely store and charge saved payment methods for repeat clients. |
🔍 Deep Dive: Key Roles
Administrator
The highest level of access. Administrators can:
Modify firm-wide invoice and billing settings.
Set specific permissions for individual accounts.
Control access to transaction visibility and specific actions, ensuring sensitive data is restricted to appropriate staff.
Manage Quick Bills & Invoices
When enabled, staff can manage the full lifecycle of an invoice. Without this permission:
The Invoices sub-tab is hidden.
Financial totals are removed from the user’s dashboard.
Transaction Details & Refunds
This permission allows staff to issue refunds for payments made on invoices or into trust accounts.
Note: Offline payment refunds are supported for bookkeeping purposes only.
🔐 Security & Compliance
PCI Compliance
The payment card industry requires a self-assessment questionnaire to validate your ability to handle secure info.
Need help? Contact the PCI Compliance team at 866-376-0947 or learn more here.
Payment Vault (Saved Methods)
Store client payment details securely without increasing your PCI burden. These methods never expire and can be charged as long as the card remains valid.
Need Assistance?
Permissions can be complex. If you need a hand setting up your team, we're here to help.
📧 Email: [email protected]
📖 Guide: User Permission Types