Default permissions role index for RM Permissions.
User permissions allow you to set limitations on what certain users can do in Rocket Matter.
1. 'Regular access' permissions.
Enables user access to Matter Dashboards, Contacts, Calendar, Tasks, and Document pages.
'Regular access' users can also add Matters, Contacts, and Events for themselves and others. They can also add payments, billable activity for themselves and others, upload documents into Matters and create messages for other users.
NOTE: 'Regular access' users can edit their own billable activity but do not have the ability to edit another user's billable activity.
| Role: Regular Access |
| Add Activities For Self |
| Add Activities For Self And Others |
| Delete Activities For Other Users |
| Delete Activities For Self |
| Manage Calendar For Self |
| Manage Task For Self |
| Matter Emails |
| Modify Calendar For Others |
| Modify Tasks For Others |
| Note Save |
| Note View |
| Phone Messages Modify |
| Phone Messages View |
| View Activities For Other Users |
| View Activities For Self |
| View Calendar For Others |
| View Tasks For Others |
| Add Payment |
| Invoice Template |
| View Invoices |
| Payment Plans |
| Request Retainer |
| View Other Users Rates |
| Communicator |
| Conflict Check |
| Manage Court Rules |
| Manage Workflow |
| Matter Template Milestones Modify |
| Matter Templates Modify |
| Matter Templates View |
| Configure Box |
| Configure Dropbox |
| Configure Evernote |
| Google Sync |
| Outlook Sync |
| Quickbooks Online Management |
| Contacts View |
| Delete Contacts |
| Save Contacts |
| Document Templates |
| Documents Modify |
| Documents Read |
| Tools |
| User Profile |
| Matter Delete |
| Matter List |
| Matter Save |
| Matter View |
2. 'Of Counsel' permissions.
'Of Counsel' access is designed to provide restricted access for outside counsel, temporary collaborators, or anyone you want to give restricted access to. Users with 'Of Counsel' permissions can add and view their own billable activity, but are unable to view or edit other users’ billable activity. 'Of Counsel' users are not able to apply or accept payments, or add, edit, or delete Matters.
Simply put, 'Of counsel' users have the same basic access as 'Regular access' users minus a few features. Since this permission is designed for outside counsel or temporary users, there are some additional restrictions that are applied to them.
NOTE: 'Of Counsel' users can access the Matter Dashboard but cannot add or edit Matters. They cannot view other user's billable activity while in the Matter Dashboard, or apply payments.
| Role: Of counsel |
| Add Activities For Self |
| Delete Activities For Self |
| Manage Calendar For Self |
| Manage Task For Self |
| Matter Emails |
| Modify Calendar For Others |
| Note Save |
| Note View |
| Phone Messages Modify |
| Phone Messages View |
| View Activities For Self |
| View Calendar For Others |
| View Tasks For Others |
| Invoice Templates |
| View Invoices |
| Payment Plans |
| Request Retainer |
| Communicator |
| Conflict Check |
| Manage Court Rules |
| Manage Workflow |
| Matter Template Milestones Modify |
| Matter Templates Modify |
| Matter Templates View |
| Contacts View |
| Delete Contacts |
| Save Contacts |
| Document Templates |
| Documents Modify |
| Documents Read |
| Tools |
| User Profile |
| Matter Delete |
| Matter List |
| Matter Save |
| Matter View |
3. 'Administrative access' permissions.
Users with 'Administrative access' will have access to the full admin/Settings panel, as well as the 'Reports' section.
They can add, edit, or delete users, update the payment method, view payment history, and receive payment notifications regarding your account.
Users with 'Administrative access' also have access to Reports, can add custom Document and Invoice Templates, set up taxes/surcharges, download the Outlook Plugin for Windows, and add and edit tags. They can also refresh the account's server cache, edit the Rocket Matter Payment options, set up Matter templates, update the firm's time zone, enable notifications, manage Client and Matter custom fields, enable LEDES billing, and Copy2Contact.
NOTE: If the 'User Permission Management' toggle is switched off, the admin will be locked out of all permissions and will need to contact Support.
| Role: Administrative access |
| Configure Ledes Mapping |
| Convenience Fee Rate Modify |
| Convenience Fee Rate View |
| Discounts Modify |
| Discounts View |
| Interest Rates Modify |
| Interest Rates View |
| Manage Firm Billing Roles |
| Manage Rocket Matter Payments Refunds |
| Payment Plans |
| Request Ratainer |
| Tax Rate Modify |
| Tax Rate View |
| Bulk Rate Tool |
| View Other Users Rates |
| Business Intelligence Modify |
| Business Intelligence View |
| Email Delivery |
| Reports |
| Matter Template Milestones Modify |
| Matter Templates Modify |
| Matter Templates View |
| Import Data |
| Manage Users |
| Settings |
| Subscription Access |
| Tools |
| User Permission Management |
| User Profile |
| Matter View |
4. 'Billing dashboard access' permissions.
Users with 'Billing dashboard access' have access to the firm billing page and Matters list. They can only see a list of Matters within the Matters list and cannot navigate into the Matters themselves.
'Billing dashboard access' allows users to be able to see a Matter's financial information, which can be useful for a user who is an accountant. Additionally, they can run batches of bills, add payments, and confirm the transfer of trust account funds.
| Role: Billing Dashboard Access |
| Add Payment |
| Batch Billing |
| Invoices Section |
| View Invoices |
| Billing Dashboard |
| Client Trust Ledgers |
| User Pending Invoice Widget |
| Manage Court Rules |
| Tools |
| User Profile |
| Matter List |
| Matter View |
5. 'Show all client and matter ledgers' permissions.
Users with 'Show all client and matter ledgers' permissions will be allowed to access the Matter Ledger and the Client's Trust Ledger. They can delete Invoices and confirm or undo payments.
| Role: Show all client and matter ledgers |
| Add Adjustments |
| Delete Payment |
| Matter Billing |
| Client Trust Ledgers |
| Client Trust Widget |
| Matter Ledgers |
| Matter Pending Invoice Widget |
| Tools |
| User Profile |
| Matter View |