User Management & Roles

Manage who has access to your firm's Barristr instance.

Inviting users

Go to Settings > Users. Click Invite, enter the email, and assign a role. The user receives an invitation to create their account.

Role permissions summary

Module	Partner	Associate	Support Staff	Admin HR	IT Admin	Secretary
Cases/Matters	✓	✓	✓	✗	✗	✗
Documents	✓	✓	✓	✗	✗	✗
Billing	✓	✓	✗	✓	✗	✗
Time Tracking	✓	✓	✓	✗	✗	✗
Calendar	✓	✓	✓	✓	✗	✓
Clients	✓	✓	✓	✓	✗	✓
Firm Settings	✓	✗	✗	✗	✓	✗
User Management	✓	✗	✗	✗	✓	✗

Compensation

Edit a user's profile to set: hourly rate, billable rate, and salary. The billable rate auto-fills on new time entries.

Deactivation

Deactivated users cannot log in but their data (time entries, documents, notes) remains intact in the system.