Creating a System Role in Practice Pro

Modified on Fri, 10 Mar 2023 at 10:59 AM

This article contains information relating to features available in Actionstep's Practice Pro product plan. 

A system role refers to a defined set of permissions that are associated with specific user types. By creating unique system roles, administrators can tailor access and permissions for each individual's role within the company. 

Create a New System Role

Navigate to Admin>Users & Permissions>System Roles>Create new System role.

From here you will select Create new System Role. 

General Settings

  • Role name-This is a required field. When defining or editing a role, the role must have a name.
  • Description- An optional description field visible in the system role list. 
  • Password Policy- If your organization has set up password policies you can enable a default system role here. 
  • Default Rate Sheet-This is the default rate sheet to use for time entry when a user does not have a rate sheet associated with their login
  • Allow heads-up rules-Enabling heads-up allows users to automatically email data from any list around the system on a schedule

Application Permissions

This section contains the system object permissions related to your system role. These permissions will control much of the way your users interact with the system.

  • Workflow-Set access/edit permissions for Matter Types, Data Collections, and features
  • Workflow Admin-Set permissions to create Matter Types, Data Collections
  • Trust Accounting-Set access/edit permissions for trust accounting features
  • Trust Accounting Admin-Set permissions to edit trust and trust backup configuration

New Matter Templates

When creating a matter from a contact record, you can define the role of the user, the selected contact, the default matter name and the template to use.

Related Articles:

- Introduction to System Users

Adding a System User

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