User roles help you determine who can access which features in bilabl and which data they can access.
For example:
- Only admin and manager roles can access payment-relevant information
- Admin and manager roles can view and access all matters while a team leader can only access their assigned matters and matters assigned to their members.
Available user roles
Admin: An admin can make any changes in the system.
Manager: A manager can access all data in the system, add new users.
Team Lead: A team leader can manage a group of users and can access their assigned clients and matters, and matters of their team members.
User: This is the default user role, a user can only see and work on assigned matters.
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User |
Team Leader |
Manager |
Admin |
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Core function |
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Add time & cost |
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Add time & cost for other staff |
Assigned visibility |
Team members and assigned visibility |
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View time & cost detail |
Themselves |
Team members only |
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Edit/delete time & cost |
Themselves |
Team members only |
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User |
Team Leader |
Manager |
Admin |
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Client |
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Access client or contact tables |
Their client or contact only |
Team members only |
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Search for client or contact |
Assigned Visibility |
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Add contact |
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Approve contact → client |
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Edit client |
Assigned visibility |
Assigned visibility |
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Add relation |
Assigned visibility |
Assigned visibility |
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User |
Team Leader |
Manager |
Admin |
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Matter |
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Search matter |
Assigned visibility |
Assigned visibility |
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Add matter |
Assigned visibility |
Assigned visibility |
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Access matter |
Assigned visibility |
Assigned visibility |
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Edit matter |
Assigned visibility |
Assigned visibility |
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User |
Team Leader |
Manager |
Admin |
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Billing Statement |
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Create a BS |
Assigned visibility |
Assigned visibility |
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View a BS |
Assigned visibility |
Assigned visibility |
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Issue or approve a BS |
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Payment |
Assigned visibility |
Assigned visibility |
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User |
Team Leader |
Manager |
Admin |
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User |
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Add staff |
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Edit staff |
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View staff profile (employment info such as hourly rate, number of working hours) |
View themselves |
View team members only |
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Staff document table |
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Close account |
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View user’s activity |
Themselves |
Team members only |
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User |
Team Leader |
Manager |
Admin |
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Settings |
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General settings |
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Addons |
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Billing settings |
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Modify user role
- Open the people management page from the top navigation.
- Click on edit on a specific user from the list.
- Navigate to the user roles section on the user edit page.
- You can select one or many roles for the user.
- Click on save and exit.
NB: Apart from the user role, you can use the visibility setting to manage access to a specific matter or client.