Getting Started
Inviting Team Members
Add your colleagues to Barristr and assign them the appropriate access level.
Sending invitations
Go to Settings > Users and click Invite. Enter the person's email address and assign a role.
Available roles
- Partner (Associe) — Full access to everything. Can approve invoices, delete items, and manage all firm settings.
- Associate (Collaborateur) — Cases, documents, time tracking, billing, calendar, and clients. Cannot delete items or manage users.
- Support Staff (Personnel de soutien) — Cases, documents, time, calendar, and clients. No billing access.
- Admin HR (Admin RH) — Billing, calendar, clients, compensation, appointments, announcements. No access to cases or documents.
- IT Admin (Admin TI) — User management, firm settings, CMS, audit logs, offices, departments. No cases, documents, or billing.
- Secretary (Secretaire) — Clients, calendar, and appointments only. Limited access for front-desk staff.
Setting compensation
After inviting a user, edit their profile to set hourly rate, billable rate, and salary. The billable rate auto-fills when they log time entries.
Deactivating users
Click a user's name and select Deactivate. They can no longer log in, but their time entries and documents remain in the system.