RoleAccess levelFirmAdminFull access to everything including firm settings, all matters, all users, billingPartnerAccess to all matters, billing visibility, financial dashboardsSolicitorAccess to matters where they are fee earner or assigned solicitorStaf ...
Go to Settings → Users (Firm Admin only) to see all users in your firm:Name and emailRoleStatus (Active, Invited, Inactive)Last loginBilling grade
Go to Settings → Users.Click Invite User.Enter the new user's email address.Select their role.Optionally add a personal message.Click Send Invitation.The user receives an invitation email with a link to set up their account. Invitations expire — if a user ...
Go to Settings → Users.Click on the user's name.Update their role, billing grade, job title, department, or contact details.Click Save.
Each user has a billing grade (e.g. Grade A, Grade B, Grade C, Grade D) based on their qualification and experience, in line with the Law Society guidelines. The billing grade determines the default hourly rate applied to their time entries.Set a user's b ...
When someone leaves the firm:Go to Settings → Users.Open the user's profile.Click Deactivate User.Confirm.Deactivated users cannot log in. Their historical time entries, documents, and audit records are preserved.Before deactivating: Reassign any open mat ...
Beyond roles, access to specific matters is controlled by matter assignment:Solicitors see matters where they are the fee earner or assigned solicitor.Partners and Admins see all matters.Staff can be given access to specific matters via the Permissions mo ...
Failed login attemptsAfter a number of failed login attempts, an account is automatically locked for 30 minutes. A Firm Admin can unlock it manually:Go to Settings → Users.Open the affected user.Click Unlock Account.Forced password resetTo require a user ...
CaseConnect keeps a comprehensive audit log of user activity. Go to Settings → Audit Log to see:Login and logout eventsRecord creates, updates, and deletesPermission changesBilling and account actionsThe audit log is read-only. Firm Admins can export it t ...
When a new user accepts their invitation and logs in for the first time, CaseConnect guides them through onboarding steps:Complete your profile — name, job title, phoneConnect Microsoft 365 (optional) — link their Microsoft accountInstall add-ins (optiona ...
Principle of least privilege: Give users the minimum role they need. A Solicitor role is appropriate for most fee earners — use Admin sparingly.Regular access reviews: Review user access periodically, especially after staff changes. Remove or deactivate a ...