How Do I Edit Permission Levels?
If you have Administrative permissions in Zola Suite
, you are able to edit the permission levels
of users in your account. You can restrict or expand what the users are able to view.
To do so:
- Go to Firm Settings and select Users
- Click on the pencil icon to the right of the user's name
- Click on the permission level drop-down list and select the new permission level
- Scroll down to the bottom of the page and click on the blue Save Changes button
How do I to Add Group Permissions for Matters?
Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
What Are the Permission Levels for User Roles?
In Zola Suite, if you are creating a new user or editing a current one knowing what role to select for that user is vital to their access to your company's account. Below is a chart outlining the differences:
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
Can I Edit or Delete Invoiced Time Entries?
Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...
How Do You Filter Time Entries by User?
If you are looking to see all Time Entries entered by a specific user you can do so by using the Advanced Search in the Time section. You can also utilize the other filters to make your search even more granular. To use the Advanced Search: Go to the ...
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