Role-based Permissions
Assign members of your firm roles to determine what they have access to in ADR Notable.
ADR Notable has 5 pre-defined roles: Firm Administrator, Neutral, Case Manager, Billing Admin, and a Read-Only role. Users also have the ability to customize these existing roles or create their own custom roles.
Firm Administrators have full access to all system features, including user access control.
Neutrals have access to every case they have been assigned by the Firm Admin as well as the Library.
Case Managers have access to the cases they have been assign by the Firm Admin excluding visibility into the Noteboard.
Billing Administrators only have access to the billing section (billables and invoices) in the cases they have been assigned by the Firm Admin.
Read-Only role provides view-only access to all system sections – no editing or changes allowed. Users can only view cases to which they are assigned – no access to unassigned cases. (This role is not assigned to any user by default; it must be manually assigned when required).
To customize these existing roles, go to Manage Firms > Roles. Each role has a pencil icon that will allow users to customize roles (add or remove certain feature access).
To create a new customized role, select the Add Role button, name the new role, and select the features the role will have access to.
Assign roles when inviting users to join a firm. User roles can be altered and changed at any time for an existing user.