Firm admin
People and roles
Everyone signs in with their own Microsoft 365 account. What they can do comes from their roles, and every change here is in the audit log. Approving trust payments isn't a role: the signatory register decides it, and the trust rules check it.
Bec Wilson isn't an administrator
You can look, but changes are refused. Switch to Helen Carter (top right) to add people or change roles.
The firm's people
| Person | Roles | Last signed in | Change |
|---|---|---|---|
Bec Wilson bec@riverinaexample.law | Trust bookkeeperReception | Fri, 30 Oct, 12:45 pm | |
David Moore david@riverinaexample.law | Principal | Fri, 30 Oct, 12:45 pm | |
Helen Carter helen@riverinaexample.law | AdministratorPrincipal | Fri, 30 Oct, 12:45 pm | |
Jess Tran jess@riverinaexample.law | Clerk or paralegal | Fri, 30 Oct, 12:45 pm | |
Priya Shah priya@riverinaexample.law | Solicitor | Fri, 30 Oct, 12:45 pm |
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What each role can do
| Administrator | Principal | Solicitor | Clerk or paralegal | Trust bookkeeper | Reception | |
|---|---|---|---|---|---|---|
| See matters, contacts, emails, calls and documents | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Open matters, file emails, write notes, add documents | · | ✓ | ✓ | ✓ | · | · |
| Record identity checks and AML details | · | ✓ | ✓ | ✓ | · | · |
| Record time and disbursements | · | ✓ | ✓ | ✓ | ✓ | · |
| Draft, issue and give bills | · | ✓ | ✓ | · | · | · |
| Record payments received on bills | · | ✓ | ✓ | · | ✓ | ✓ |
| Receipt money into trust | · | ✓ | ✓ | · | ✓ | ✓ |
| Ask for a trust payment or transfer | · | ✓ | ✓ | ✓ | ✓ | · |
| Pay approved trust payments | · | ✓ | · | · | ✓ | · |
| Do the month-end reconciliation | · | ✓ | · | · | ✓ | · |
| Sign off the reconciliation and lock the month | · | ✓ | · | · | · | · |
| Draft journals in the firm’s books | · | ✓ | · | · | ✓ | · |
| Approve journals, lock months, connect Xero or MYOB | · | ✓ | · | · | · | · |
| Run reports | ✓ | ✓ | ✓ | · | ✓ | · |
| Add people and change their roles | ✓ | · | · | · | · | · |
| Change firm settings, keys and connections | ✓ | · | · | · | · | · |
| See the audit log and backups | ✓ | ✓ | · | · | · | · |