Ensure sensitive data is entrusted to the right users by setting up different access levels for staff members.
Only Firm Owners can view and edit User Permissions for all staff.
Types of User PermissionsÂ
View and edit restrictions can be set for:
- all Billing features in the Smokeball Web App
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Hourly Rates and Time Entries of each staff member
- Note: Disbursements will still be visible to all staff even if access to time entries is restricted.Â
- the Billing Widget on the Dashboard
- access to Precedents in the Precedent Library.
Edit User PermissionsÂ
- Select the gear icon in Smokeball to access Settings. Â
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Select Staff & Users from the left menu and then select the Permissions button.Â
- Note: Permissions can only be accessed by Firm Owners.
- Note: Permissions can only be accessed by Firm Owners.
- Select a user from the left-hand Name column to access their permissions. Â
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Under each column, tick the level of access for each section that the user should have.
- You must untick the Billing App permission to restrict Hourly Rate, Time Entry and Billing widget permissions.
- Select Save & Close at the bottom right-hand corner to apply your changes.Â
Billing App Permissions
The Billing App column allows you to grant or remove access to view billing features available in the Smokeball Web App.
These features include:
- Invoices
- Trust Accounts and Reconciliation
- Billing Reports
- Time & Fee entries
Users with no access to the Billing App can still log in to the web app and access productivity features such as matters, contacts, tasks, calendars and messages.
Precedent Permissions
The Precedent Changes column allows you to edit access to the Precedent Library. Edit restrictions include:
- Adding, renaming, and deleting a Precedent, Folder, or Precedent Profile
- Importing, replacing, converting, or changing a version of a Precedent
- Creating a copy of a Precedent or Folder
- Modifying and moving a Precedent or Folder
- Creating shortcuts of a Precedent or Folder
- Accepting and rejecting published Precedent changes
- Restoring Deleted Precedents, Folders, or Precedent Profiles
Individual permissions in the web app
In the web app, you can further customise permissions in regard to accessing accounts and reporting information.Â
To access web app permissions:
- Select the Settings icon and click on Firm Settings.
- Select Staff & Users on the left panel. This section is only available to Firm Owners.
- Select Permissions.Â
- Check or uncheck the Global Accounts/Reports features for each staff member, depending on their access needs.
- Select Save.
If Global Accounts is unchecked, the staff member will no longer have access to the Accounts section and financial summaries in the Invoices section of the web app.
If Reports is unchecked, the staff member will no longer have access to the entire Reports section.
Note: Firm Owner designated staff members will have access to all web app permissions. Â