Managing staff and user permissions

Ensure sensitive data is entrusted to the right users by setting up different access levels for staff members.

Types of User Permissions 

View and edit restrictions can be set for:

• all Billing features in the triConvey Companion Site Web App;
  
  
• Hourly Rates and Time Entries of each staff member;

  Tip:  Disbursements will still be visible to all staff even if access to time entries is restricted.

• the Billing Widget on the Dashboard; and
  
  
• access to Precedents in the Precedent Library.

Edit User Permissions 

1.    Select the gear icon from the top right-corner of the triConvey Desktop App.  

2.    Select Staff & Users from the left menu and then select Permissions.

3.    Select a user from the left-hand Name column to access their permissions.  

4.    Under each column, tick the level of access for each section that the user should have.

5.    Select Save & Close to apply your changes. 

Billing App Permissions

The Billing App column allows you to grant or remove access to view billing features available in the triConvey Companion Site Web App.  These features include:

• Invoices
• Trust Accounts and Reconciliation
• Billing Reports
• Time & Fee entries

Users with no access to the Billing App can still log in to the Web App and access productivity features such as matters, contacts, tasks and calendars.

Precedent Permissions

The Precedent Changes column allows you to edit access to the Precedent Library. Edit restrictions include:

• Adding, renaming, and deleting a Precedent, Folder, or Precedent Profile
• Importing, replacing, converting, or changing a version of a Precedent
• Creating a copy of a Precedent or Folder
• Modifying and moving a Precedent or Folder
• Creating shortcuts of a Precedent or Folder
• Accepting and rejecting published Precedent changes
• Restoring Deleted Precedents, Folders, or Precedent Profiles

triConvey Companion Site Web App

In the Web App, you can further customise permissions in regard to accessing accounts and reporting information. Firm Owner designated staff members will have access to all Web App permissions.

To access Web App permissions: 

1.    Select the gear icon from the bottom left corner and click Firm Settings.

2.    Select Staff & Users on the left panel. 

Tip:  This section is only available to Firm Owners.

3.    Check or uncheck the Global Accounts/Reports features for each staff member, depending on their access needs.

4.    Select Save. 

If Global Accounts is unchecked, the staff member will no longer have access to the Accounts section or financial summaries in the Invoices section of the web app.

If Reports is unchecked, the staff member will no longer have access to the entire Reports section.