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Company setup

Administrative roles

There are 2 administrative roles in Legal Tracker:
  • Company System Administrator
  • Company Office Administrator
The roles are similar but have some differences with permissions. The following table describes the differences:
Permission
Company System Administrator
Company Office Administrator
System setup access
Yes
No
Create users
Yes
Yes, as long as the user is in the same office and is not a Company System Administrator
Edit company user and admin profiles
Yes
Yes for users assigned as Tracker Coordinator or a backup coordinator. Can't edit Company System Administrator profiles
Reset company user passwords
Yes
Yes for users assigned as Tracker Coordinator or a backup coordinator.
Create a company office
Yes
No
Edit a company office profile
Yes
Yes for their own company office profile only
Create law firm users with the Firm User system role
Yes
Yes
Reset law firm user passwords
Yes
Yes
Edit a law firm and firm office profile
Yes
Limited to editing the Notes field and entering firm office vendor numbers if none were previously
Create firms
Yes
Yes
Bulk update user information
Yes
Yes for users in their office/region
Bulk update vendor numbers
Yes
Yes
Access to all matters
Yes
No. You'll need special matter access by a Company System Administrator
Give special matter access
Yes
Yes for matters they have access to and with the same access level
Bulk update matter data
Yes
Yes for matters they have access to
Create matter templates
Yes
No
Edit matter templates
No
No
Create and access a limited access matter
Yes
Yes to limited access matters they have access to
Run AP extracts
Yes
No
Download AP extracts
Yes
Yes if they are on the AP route
Make law firm budgets not required if default setup requires them
Yes
No
Change the setting so that accruals don't generate for the matter
Yes
No
Change the setting so that firms don't have to submit unbilled amounts
Yes
No

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: User account,Setup
  • Audiences: Company,Company