Permission groups

Every Legalsense user must belong to one or more permission groups, and the groups a user belongs to determine what they can see and do in Legalsense. This article explains how permission groups work, the difference between the default groups Legalsense provides and groups tailored to your own situation, and lists every available permission.

Find permission groups under Users → Groups. Only users in the User management permission group can access this page.

The overview shows all existing permission groups. Use the menu on the left to see which groups a user belongs to, list all users in a group, or view the specific permissions assigned to a group.

To log in, a user must belong to at least the Timekeeper permission group. Most users belong to several groups at once, and their combined permissions determine what they can do in Legalsense.

Default groups

Legalsense ships every environment with a set of default permission groups. Each default group comes pre-configured with a sensible combination of permissions for a common role, such as timekeeping, billing, or user management. These default groups cover most firms' day-to-day needs out of the box, so in many cases you can assign users to them without any extra configuration.

Some firms organize their work in a way the default groups don't quite match: an extra review step in the billing workflow, or a role that combines permissions from two default groups, for example. For these situations, Legalsense supports groups tailored to your own situation, either an existing default group with its permissions adjusted, or an entirely new group built from scratch.

Because a change to a group's permissions affects every user in that group, you can't adjust groups or create new ones yourself. Contact Legalsense support with the permissions you need, and they'll adjust an existing group or set up a new one for you.

Note: Some groups also carry a special type that Legalsense uses elsewhere in the app, separately from the permissions assigned to them. For example, the billing workflow treats members of a Financial admin type group as having full access to the Task overview, regardless of the view_task_overview permission. If your firm's workflow needs more than one such group, this is something Legalsense support can set up as part of a group built for your own situation.

Permissions

Permissions fall into four categories:

Category	Description
Add	Allows creating objects, for example `add_client`.
Export	Allows exporting data, for example `export_client`.
Manage	Allows managing (editing) elements, for example `manage_client`.
View	Allows viewing elements only, for example `view_client`.

Permissions reference

The table below lists every permission available in Legalsense, grouped by the area of the app they apply to.

Permission	Description
Clients
`add_client`	Allows adding clients.
`view_client`	Allows viewing clients.
`manage_client`	Allows managing clients, without archiving or deleting them.
`archive_client`	Allows archiving clients that meet the archiving criteria.
`delete_client`	Allows deleting clients that meet the deletion criteria.
`export_client`	Allows exporting clients to Excel.
`view_client_financials`	Allows viewing client financials.
`manage_client_financials`	Allows managing client financials.
`manage_client_status`	Allows managing client statuses.
`manage_client_tags`	Allows managing tags on clients.
Contacts
`add_contact`	Allows adding contacts.
`view_contact`	Allows viewing contacts.
`manage_contact`	Allows managing contacts, without archiving or deleting them.
`archive_contact`	Allows archiving contacts that meet the archiving criteria.
`delete_contact`	Allows deleting contacts that meet the deletion criteria.
`export_contact`	Allows exporting contacts to Excel.
`manage_contacts_tags`	Allows managing tags on contacts.
Matters
`add_matter`	Allows adding matters.
`view_matter`	Allows viewing all matters that aren't excluded by the ↪ Chinese wall or per-user matter settings.
`view_any_matter`	Allows viewing all matters, regardless of the Chinese wall or per-user matter settings.
`view_matter_financials`	Allows viewing matter financials.
`manage_matter`	Allows managing matters, without archiving or deleting them.
`manage_any_matter`	Allows managing matters, without archiving or deleting them, regardless of the Chinese wall or per-user matter settings.
`archive_matter`	Allows archiving matters that meet the archiving criteria.
`delete_matter`	Allows deleting matters that meet the deletion criteria.
`export_matter`	Allows exporting matters to Excel.
`can_view_through_walls`	Allows viewing all matters regardless of the Chinese wall.
`view_conflict_check`	Allows viewing the conflict check.
`manage_matter_status`	Allows managing matter statuses.
`manage_matter_on_hold`	Allows managing the on-hold functionality on a matter.
`manage_matter_block_time_entry`	Allows managing the time-block functionality on a matter.
`manage_matter_tags`	Allows managing tags on matters.
`manage_matterdetail`	Allows managing matter details.
`manage_matterdebtor`	Allows managing the matter debtor.
`manage_matterdirectory`	Allows managing the matter directory when Simple document management is enabled.
`view_matterdirectory`	Allows viewing the matter directory when Simple document management is enabled.
`manage_matterfile`	Allows managing matter files when Simple document management is enabled.
`view_matterfile`	Allows viewing matter files when Simple document management is enabled.
`manage_submatter`	Allows managing submatters/products.
`export_wwft_matter`	Allows exporting AML matters to Excel.
`view_wwft`	Allows viewing AML.
`manage_wwft`	Allows managing AML.
`override_matter_number`	Allows overriding the automatically generated matter number.
Time entries
`add_my_logline`	Allows creating your own time entries.
`add_logline`	Allows adding time entries.
`add_multi_user_logline`	Allows adding time entries for other timekeepers.
`view_my_logline`	Allows viewing all time entries you created.
`view_logline`	Allows viewing all time entries.
`view_logline_by_matter`	Allows viewing time entries for a matter.
`view_logline_when_matter_supervisor`	Allows viewing time entries on matters where you are the matter supervisor.
`view_logline_when_billing_supervisor`	Allows viewing time entries on matters where you are the billing supervisor.
`edit_my_logline`	Allows editing your own time entries. Required for `edit_logline`
`edit_logline`	Allows editing time entries.
`delete_my_logline`	Allows deleting your own time entries. Required for `delete_logline`
`delete_logline`	Allows deleting time entries.
`can_write_zero_on_timeentry`	Allows writing time that is immediately marked as zero rate, using the checkboxes on the homepage.
`can_write_zero`	Allows marking time entries as zero rate from the matter or invoice.
`can_write_off_on_time_entry_with_billable_status`	Allows writing off a time entry.
`can_write_off_on_time_entry_with_billable_minutes`	Allows editing the billable time on a time entry when partial write-off is enabled.
`can_change_in_soft_closed_periods`	Allows editing time entries in a soft-closed accounting period.
`can_change_in_hard_closed_periods`	Allows editing time entries in a hard-closed accounting period.
`manage_loglineeditrule`	Allows managing period closing rules for time entries.
Billing workflow
`alter_workflow_loglines`	Allows changing time entries in the billing workflow when the task is assigned to you.
`can_change_invoice_in_workflow`	Allows changing invoices during the billing workflow.
`view_task_overview`	Allows viewing the Task overview in the billing workflow when you aren't a member of the Financial admin permission group.
`manage_step`	Allows determining which groups are of the Financial admin type in the billing workflow.
`manage_stepkind`	Allows managing billing workflow steps.
`configure_email`	Allows configuring email settings for the billing workflow.
Invoices
`manage_invoice`	Allows managing invoices.
`view_invoice`	Allows viewing invoices.
`can_edit_invoice_number`	Allows editing the invoice number.
`finalize_invoice`	Allows finalizing invoices.
`unfinalize_invoice`	Allows unfinalizing finalized invoices when Billing unfinalize is enabled.
`unfinalize_split_invoice`	Allows unfinalizing split invoices when Billing unfinalize is enabled.
`edit_do_not_sync_invoice`	Allows enabling or disabling the checkbox on an invoice that controls whether it syncs to the accounting application.
`manage_invoice_accounting_date`	Allows managing the invoice booking date.
`can_bill_all_outstanding_activities`	Allows invoicing all outstanding time entries.
`can_write_off_with_billable_status`	Allows writing off time entries on an invoice.
`can_write_off_with_billable_minutes`	Allows editing the billable time on a time entry on an invoice when partial write-off is enabled.
`manage_custom_invoiceline_ledger`	Allows managing the types of extra invoice lines.
`manage_invoicesnippet`	Allows managing invoice texts.
`manage_pricelist`	Allows managing rate templates.
`manage_ledes`	Allows managing LEDES templates.
`send_invoice_by_email`	Allows sending invoices by email.
`send_via_peppol`	Allows sending invoices through Peppol.
`view_invoice_by_email`	Allows viewing email information on invoices.
`view_invoice_when_matter_supervisor`	Allows viewing invoices for matters where you are the matter supervisor.
`view_invoice_when_billing_supervisor`	Allows viewing invoices where you are the billing supervisor.
`mark_invoice_as_paid`	Allows marking invoices as paid.
`edit_billing_payment`	Allows adding manual payments to an invoice.
`view_billing_payment`	Allows viewing payments on an invoice.
`can_send_payment_email`	Allows sending the payment email.
`manage_unpaid_invoice`	Allows managing the debtor overview.
`export_debtor_list`	Allows exporting the debtor list to Excel.
`view_dunning`	Allows viewing the debtor overview.
`manage_dunning`	Allows managing dunning.
`manage_wordtemplate`	Allows managing Word templates.
Disbursements
`manage_expensetype`	Allows managing disbursement types.
`view_expensetype`	Allows viewing disbursement types.
`manage_my_expensetype`	Allows managing disbursement types you created.
`view_my_expensetype`	Allows viewing disbursement types you created.
`manage_expense`	Allows managing disbursements.
`view_expense`	Allows viewing disbursements.
`manage_my_expense`	Allows managing disbursements you created.
`view_my_expense`	Allows viewing disbursements you created.
`manage_chargeable`	Allows managing disbursements on an invoice.
`view_chargeable`	Allows viewing billed disbursements.
`manage_my_chargeable`	Allows managing disbursements you created on an invoice.
`view_my_chargeable`	Allows viewing billed disbursements you created.
`writeoff_expenses`	Allows writing off disbursements.
`manage_creditor`	Allows managing creditors on the Disbursements tab.
`view_creditor`	Allows viewing creditors on disbursements.
Trust accounting
`view_trustaccountingaccount`	Allows viewing trust accounting.
`manage_trust_accounting_account`	Allows managing trust accounting ledger accounts.
`view_trustaccountingonmatter`	Allows viewing trust accounting on matters.
`manage_trust_accounting_transaction`	Allows managing trust accounting transactions.
`manage_invoice_trustaccounting_settlement`	Allows managing trust account settlement on invoices.
Budgets and targets
`manage_budget`	Allows managing budgets.
`can_see_all_targets`	Allows viewing all targets that have been set.
Reports and dashboards
`view_dashboard`	Allows viewing dashboards.
`manage_dashboard`	Allows managing the dashboard.
`view_my_personal_dashboard`	Allows viewing your own personal dashboard only.
`view_personal_dashboard`	Allows viewing all personal dashboards.
`view_my_practice_group_dashboard`	Allows viewing the practice group report for your own practice group only.
`view_practice_group_dashboard`	Allows viewing all practice group dashboards.
`view_my_leverage_team_dashboard`	Allows viewing the leverage team dashboard for your own leverage team only.
`view_leverage_team_dashboard`	Allows viewing the leverage team dashboard.
`view_firm_dashboard`	Allows viewing the firm dashboard.
`view_my_performancereport`	Allows viewing your own performance report only.
`view_performancereport`	Allows viewing all performance reports.
`view_office_performancereport`	Allows viewing the firm performance report.
`view_practicegroup_performancereport`	Allows viewing all practice group performance reports.
`view_leverageteam_performancereport`	Allows viewing the leverage team performance report.
`view_report`	Allows viewing all reports.
`view_custom_reports`	Allows viewing custom reports.
`view_reportgroup`	Allows viewing all report groups.
`manage_report`	Allows managing reports.
`manage_reportsubscription`	Allows managing report subscriptions for all users.
`view_snapshotdata`	Allows viewing report history (snapshot data).
`manage_snapshotdata`	Allows freezing reports.
`view_all_in_progress_financials`	Allows viewing the work in progress (WIP) report.
`view_datadump`	Allows downloading report data dumps.
`manage_wip_percentage`	Allows managing WIP percentages.
`manage_customfields`	Allows managing custom fields.
Integrations
`manage_accounting`	Allows managing synchronization with the accounting application.
`manage_sync_accounting`	Allows managing the accounting integration.
`manage_imanage`	Allows managing the iManage integration.
`manage_netdocuments`	Allows managing the NetDocuments integration.
`manage_worksite`	Allows managing the Worksite integration.
`manage_companydata`	Allows managing the ⧉ Company.info integration.
`manage_dac6pro`	Allows managing DAC6.
`manage_legalaidpointvalue`	Allows managing settings within the Legal aid feature.
`manage_reimbursement`	Allows using the reimbursement functionality specific to Legadex.
`is_griph_partner`	Allows using the partner-allocation functionality developed specifically for Griph.
Security and administration
`manage_userprofile`	Allows managing user profiles.
`manage_failedattempt`	Allows viewing and managing blocked users under Settings → Security.
`manage_totpdevice`	Allows managing 2FA devices.
`manage_sso`	Allows managing single sign-on (SSO).
`manage_apikey`	Allows managing API keys.
`manage_firm`	Allows managing firm information.
`manage_function`	Allows managing functions.
`manage_lists`	Allows managing lists under Settings.
`manage_subscription`	Allows managing subscriptions.
`manage_my_avatar`	Allows managing your own avatar.
`view_activity`	Allows viewing activities.
`manage_activity`	Allows managing activities.
`manage_engagement_letter`	Allows managing engagement letters.
`manage_billed_elsewhere`	Allows managing the billed-elsewhere status.

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