Create a custom role

A custom roleRole A set of permissions that decides what someone can see and do on a case, such as staff or clients., such as senior-paralegal or co-counsel, gives the people you add to a case in it exactly the permissions you choose. Your hub starts with staff and clients, and can hold 17 roles of its own.

1. 1

   Start a role

   In Settings › Roles, choose New Role. To start from an existing role instead, choose Duplicate in its ⋮ menu: Create Role opens with that role's permissions and limits, for you to name.

2. 2

   Name the role

   In Role name, type a name such as senior-paralegal, using letters, numbers and dashes; spaces can't be typed. It's saved in lower case and can't be changed later, so choose carefully. Add a Description and pick a Label color if you like.

3. 3

   Pick a starting point

   Under Start from a preset, choose No access, Read only, Standard (read and create, no deletes) or Full access. A new role starts on Standard. Choose Next.

4. 4

   Fine-tune its permissions

   Pick a section on the left, such as Invoices, and tick or untick each permission. None, Read only and All set the whole section at once. Under Case, tick the case details the role can see and those it can change. Look up every role permission says what each one allows. Choose Next.

5. 5

   Set upload limits

   Under Allowed file sizes, set the largest file, in MB, people in the role can upload on a case, for each kind: Audios, Documents, Files, Images, Videos and Schemas, the documents forms, e-signs and notes are built from. Each can be 1 to 5,000; a new role starts at 10.

6. 6

   Create the role

   Check the Summary and choose Create.

Only Admins can create roles. Managers don't see New Role or the ⋮ menu, and a note says only an Admin can change these settings.

What happens next

The role is offered wherever you pick a role: when you add someone to a case or to an Assign Cases rule, in a template's Who can use this template?, for an office location and for who can see a post. People get its permissions on each case where they hold it.

To change it later, see Change what a role can do. To retire it, see Delete a custom role.

If something goes wrong

• "Role limit has been reached." Your hub has 17 roles of its own. Delete one you don't use first.
• "Role name is already in use. Please choose a different one." Another role, a built-in one such as staff included, has that name.
• "Choose at least one reading field." The role can read the case's details, but none is ticked. Tick at least one under Case, or untick its read permission.