Managing staff and user permissions

Ensure sensitive data is entrusted to the right users by setting up different access levels for staff members.

Types of User Permissions 

View and edit restrictions can be set for:

• all Billing features in the Smokeball Web App
• 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. 
• the Billing Widget on the Dashboard
• access to Precedents in the Precedent Library.

Edit User Permissions 

1. Select the gear icon on the upper right-hand corner of Smokeball to access Settings.  
2. Select Staff & Users from the left menu and then select the Permissions button. 
   • Note: Permissions can only be accessed by Firm Owners.
     
     
3. Select a user from the left-hand Name column to access their permissions.  
4. Under each column, tick the level of access for each section that the user should have.
   
   
5. Select Save & Close at the bottom right-hand corner to apply your changes. 

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