LawGro provides access control to team members using a combination of Access Level and other configurations. This helps your firm to exercise higher privacy and confidentiality of data as well as offer better user experience to all your team members.
The user who creates a LawGro account for your firm is classified as Admin. An Admin can perform all permissible operations of your account.
The Access Levels are of two types:
- Full - In this case, a team member can view and manage all the records of your firm. They can also manage firm profile, settings, and team members.
- Restricted - In this case, a team member can only view and manage contact or matter related records.
- If you have assigned a contact to a team member, they will have access to all records related to that contact.
- If a matter has been assigned to a team member, they will have access to all records related to that matter.
Access to Financial Info
Financial information like Matter fee structure, invoices, proposals, and payments gets a special place holder on access level. If a team member does not have access to financial info, then they will not be able to access these values/ fields irrespective of their data access level. Only the Admin of the team can update the access controls of a Team Member. Here, Admin is the user who created the LawGro account for your firm.
Example: If you have a team member with Full access but no financial access, then they can view and manage all the records of your firm but none of the financial information. This is helpful when you wish to give access to your team members and still have confidentiality related to financial and billing information from them.
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