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:
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 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 ...
How Do I Remove a User From My Account?
If you need to remove a user from your account for any reason, an Administrator or Office Manager can do so from the Firm Settings. We recommend deactivating a user and inviting any new users to maintain data integrity. Go to Firm Settings Select the ...
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 Do I Add User Rates to a Matter?
If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter. Select the 'Options' tab inside of the Matter Scroll down to 'User Rates' ...
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