User Role
In this article
Your user role applies across your whole firm. It decides three things: which clients and matters you can see, what you can do on all of them, and whether you can manage user accounts. Your entity permission (Owner or Assistant) on a client or matter can let you do more on that one. To learn how the two work together, and for a short summary of each role, see Permission Overview.
There are five user roles. From lowest to highest, they are User, HR, Accountant, Manager, and Administrator. Team leader is not a user role, see Team Leaders.
Permissions by user role
The tables below use these values:
- Yes: The role allows action on every client and matter, or on every user account.
- Owner: The person can do the action only on a client or matter where they are an Owner.
- Owner or Assistant: The person can do the action only on a client or matter where they are an Owner or an Assistant.
- No: The role does not allow action.
- Own only: The role lets the person see only their own profile or activity.
- All except: The role allows the action for every user account except the ones listed.
HR has the same access as User to clients, matters, time entries, billing statements, and payments, so the first four tables show them in one column. They differ only in User accounts.
bilabl blocks some actions for everyone, including Administrators, see Limits that apply to everyone in Permission Overview.
Time entries and costs
Clients
People whose role is User or HR can sometimes see part of a client that is not assigned to them , see When you see only part of a client in Permission Overview.
Matters
Billing statements and payments
User accounts
Team leaders can also see the profiles and activity of their team members, see Team Leaders.
System Setting
Only Administrators can change System setting.
Assigning a user role
People whose role is Administrator, Manager, or HR can assign user roles, with these limits:
- Only Administrators can give someone the role named Administrator or change an Administrator's role.
- People whose role is Manager can change the role of anyone except Administrators.
- People whose role is HR can change the role of anyone except Administrators and Managers. They cannot give anyone the role named Manager.
To assign a user role, see Add new user.
If a person has more than one role: bilabl shows only the highest one next to their name. The person keeps access to every role they have. For example, someone with both HR and Accountant is shown as Accountant and can still manage user accounts.
