Add staff and set permissions
Control exactly what associates and clerks can do.
Go to HR & Staff → Staff and click Add staff. Enter their name and email; they receive a welcome email to set their password.
Each person gets a role. Open Roles & Permissions to edit ready-made roles or create your own, ticking which modules the role can view, create, edit, delete or export. For example, you can let a clerk manage hearings without seeing fees.