There are 2 types of roles you can select from when adding your Staff Users: Admin Users and Regular Users.
We recommend that Partners, Lawyers, and Office Administrators are registered as Admin Users.
The table below outlines what privileges each user type has:
| Admin User Capabilities | Regular User Capabilities |
| Download/Upload Authorization Forms | Download/Upload Authorization Forms |
| Create Clients | Create Clients |
| Request Records | Request Records |
| Approve/Reject HIC Invoices for Their Own Requests | Approve/Reject HIC Invoices for Their Own Requests |
| Download All Records | Download All Records |
| Cancel Requests | Cancel Requests |
| Set Auto-Approval Limits for HIC Invoices | |
| Set Admin-Approval Requirements for Invoices | |
| Approve/Reject HIC Invoices for Other Users' Requests | |
| Edit Organization Information (firm name, logo, billing contact, etc.) | |
| Add Credits to Account | |
| See Account Balance and Invoice | |
| Add Staff Users | |
| Create Staff Groups |
If you are an Admin User and wish to check the user type of a colleague, please follow these steps:
1. Click Staff Users.
2. Click the Details button.
3. Check the "Assign this user administrative privileges" bar to see if they are an Admin User.
If you would like to change a regular user to an Admin user, please follow the above steps and continue with the below:
1. Click the pencil button.
2. Change the "Assign this user administrative privileges" setting to Yes.
3. Click Save.
Congratulations! You now know how to see and edit staff user roles and permissions!