User Roles and Permissions in FluentCase
FluentCase has several pre-defined “roles” for allowing different team members varying levels of access based on their responsibilities. These roles help manage what each user can see and do within the app. Here are the roles available:
Read Only
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Description: Users with this role can view all resources available to General Staff, but they cannot create or modify any data.
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Access: View-only access to resources.
General Staff
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Description: General Staff members have full view and edit access to all matter information but generally cannot delete items. Deletion is allowed for items created by the General Staff user within the previous 72 hours, i.e., one can delete their own recently created items. Cannot adjust firm settings, manage users and staff, or view accounting information.
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Access: Comprehensive view access, but no administrative, user management, or accounting privileges.
Document Digitization Coordinator
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Description: This role is similar to General Staff but with additional document-management privileges. In addition to deleting unsorted documents, users in this role can rename documents and adjust document tags across all documents, including after a document has been attached to a case matter.
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Access: General Staff permissions plus the ability to delete unsorted documents and rename or retag documents regardless of whether they are still unsorted or already attached to a matter.
Calendar Administrator
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Description: This role is similar to General Staff but with additional privileges to delete events.
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Access: General Staff permissions plus deletion privileges for events.
Matter Administrator
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Description: This role is similar to General Staff but with additional privileges to manage staff assignments.
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Access: General Staff permissions plus read/write privileges on staff assignments.
Power User
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Description: Power Users have full access across the firm, including deletion, but have limited access to accounting and firm-wide administrative controls.
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Access: Broad access with some restrictions on accounting and administrative controls.
General Manager
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Description: General Managers have the same permissions as Power Users, with added accounting privileges.
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Access: Power User access plus accounting privileges.
All Access
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Description: This role is for Firm Administrators who have full access to all resources and settings within the firm.
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Access: Complete access to all features and settings.
Why User Permissions Matter
User permissions are essential for maintaining security and organization within FluentCase. They ensure that each user has the appropriate level of access based on their specific needs, which helps prevent unauthorized actions and data deletion.
Common Questions
How does the user role affect the ability to edit one’s own profile or set a password?
Read-only users cannot edit their own profile information. All others can edit everything within their own profile except the role itself – one cannot “promote” themselves to a higher-access user role.
“All Access” users (firm administrators) are an exception. A firm administrator can opt to “demote” themselves if they so choose. Once this change has been made, however, there’s no going back. Only another administrator can restore their privileges.
Can these roles be customized?
Yes. Permissions are granular down to the resource level, meaning a specific role type can be adjusted for the needs of your firm. For example, Power Users could be restricted from deleting case matters, but allowed to delete other types of data. Or, perhaps, general staff could be allowed to edit word templates.
Contact support for more information.