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.
- 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
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
- Introduction to System Users
- Adding a System User