If I give someone permission initially, can I revoke it later on?
Sure, this can easily be done under the “Options” tab of any given matter and Permission section; simply click on “x” the left of the name. Once the individual has been removed, he or she will not be able to see any information related to the Matter (events, notes, documents, etc).
If a staff member has left the firm, rather than revoking access to specific Matters, we highly recommend that you deactivate this account. This account should not be reassigned to a replacement. Once an account is deactivated, you will still be able to see the various tasks that they had completed, documents uploaded and refer back to past events.
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 ...
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 ...
How Can I Revoke a Client’s Access?
If a Document is shared with a Caseway user, a user icon will show next to the Matter name. To revoke access from a Caseway user, follow the steps below. Click on the User icon, which will bring up a list of users the Document is shared with. Find ...
How Do I Give a Client a Credit Towards Their Account?
There are 3 options to give a client a credit or discount: Discount the invoice Discount the Invoice line items Add a retainer for the credit amount When filling out the New Retainer fields, type in "Credit Memo" in the note section.
How Do I Customize Permissions for Bank Accounts?
Do you have Bank Accounts that you only want certain users to be able to access? Now, you have the ability to grant permissions on a user by user basis to access bank registers and check writing capabilities. This article will show you how. From ...
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