Firm Administrators can determine how much access each user has within the program based on the Permission Level they are assigned.
The Permission Level must be chosen at the time the user is created/invited, however administrators can change the Permission Level at will within their user settings.
Default permission levels have the following access:
*Note that Staff with Limited Accounting cannot access any of the main accounting sections, including the matter Invoices and Payments tabs. They can only create billable activity such as time entries, flat fees and expenses.
Enterprise Plus subscriptions include an option to request changes to the Permission Levels by turning specific features on or off. You cannot create a new Permission Level, nor can you change permissions for a specific user. Customization of these permission levels beyond adding or hiding the features listed above is limited.
If you wish to request changes to existing Permission Levels, please submit a written request with the following information:
Features to be disabled/hidden
Features to be enabled
Some additional options to allow or hide access based on permission level include the following:
Read only access for Matters, Invoices, Payments and Documents
Delete Matters, Invoices and Documents
Individual Matter Tabs
Ability to create a new Matter
Ability to create a new LEAD
*These changes need to be made by a Zola Suite team member and cannot be changed in the interface.
Users have the ability to set permissions themselves for Bank Account Access and Matters.
Bank Account Permissions: Administrators can select what users can access specific banak accounts. If permissions are set on a bank account, only the users listed can view or make changes to that account. This includes viewing the register, creating hard costs, applying payments to invoices, creating retainers, and applying retainers.
Matter Permissions: Specific users or User Groups can be granted access to a matter. Any users not listed in the Matter permissions will not be able to access that matter. If a user group is assigned to a matter, any user within that group can access the matter. If a new user is added to a group, they will immediately have access to all matters for that group.