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Managing users

System roles

Every Tracker user is assigned a system role, which determines the system-level activities they can perform. For example, the system role determines whether a user can add or deactivate users or post invoices to any matter. System roles determine user access to information, as well as permissions for certain actions across all matters in Tracker.
The system role is distinct from the matter role. When a user is added to a matter, they are assigned a matter role, which determines their access to information for an individual matter. The system role and matter role are unrelated. For example, a user can have a system role of Company Office Administrator, but might only have a matter role of Matter Reader for a particular matter.
To view your Tracker system role, hover over the Account icon in the left navigation. The expanded navigation pane shows your name, system role, and location.
System roles for company users
System role
Description
Company System Administrator
Company System Administrators have full access to all matters and all setup pages. They also have privileges to do nearly everything in the system. This system role should be used as sparingly as possible. If a user needs access to all matters, consider adding them as a Company User, Matter Creator, or Company Office Administrator, then grant them special matter access to all matters.
Company Office Administrator
Company Office Administrators can administer user accounts assigned to their own office. This means they can add users, deactivate users, and change a user’s system role. They can be designated as an office or region Tracker Coordinator, which makes them the first support contact for their office or region. However, even though they can administer users, they do not have access to the System Setup area in Tracker. By default this user does not have access to any matters.
Company Matter Creator
This is a regular company user who has the ability to create matters. This user will be added as a direct matter participant to all the matters they create.
Company user
This is the standard company user who does not have the ability to create matters. By default this user does not have access to any matters.

This article applies to:

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