A critical challenge for many law firms is how to prevent users from viewing certain information, restrict users from performing certain functions, or accessing certain integrated apps. After all, not every user at the firm should see financial balances, generate bills, or do bank reconciliations. The CosmoLex ‘User Management’ feature provides a very powerful tool to manage the security, roles, and privileges of users.
Role-Based User Security
You can configure CosmoLex to limit access of any user to specific sections and grant view-only access to selected sections of the application. For example, a typical user may not need to view or edit accounting-related functions. To ensure consistency, you can create role templates such as “Billing Only User,” “Bookkeeper” or “Full Access” and assign user(s) to one of these roles.
User Level Privileges
Apart from view- or edit-related permissions, you can specify that a user is restricted to work only certain types of records, even if they have “full access” to all areas of the application. Users can be afforded or denied privileges for specific banks, financial reports, dashboards, matters (based on matter owner), time entries (by timekeeper), and viewing rights to calendars, tasks, and email.
Practicing law depends on confidentiality. Your firm’s administrator can use these role-based and user-level controls to customize the use of CosmoLex among your users based on your firm’s “need-to-know” requirements.