End User Guide: Staff & Permissions

This chapter covers firm user management. LawDesk does not provide a separate Super Admin “Users & Roles” module; firm accounts are managed here.

Create a staff user

Sign in as Firm Admin (or a manager with Staff access).
Open Staff.
Click Add / Create.
Enter:

Field Notes

Name Display name

Email Login email (unique)

Password Temporary password; ask them to change later

Role See roles below

Permissions Tick the modules they may use
Save. Share the login URL (/login) and credentials securely.

Add Staff Member form

The Add Staff form: set the account details and Role at the top; the Module Access section below is where you tick exactly which menus this person can use.

Roles

Firm staff roles commonly include:

Role	Typical use
Manager	Broad access; often same as firm admin style control
Receptionist	Matters, clients, start/out
CaseTask	CaseTask board and service status
Accountant	Invoices, expenses, reports
Restaurant	Limited ops if enabled for your workflows
Maintenance	Maintenance-related case-tasks tasks

Exact permission checkboxes matter more than the role label, so always set permissions deliberately.

Permissions

Permissions map to sidebar menus, for example:

Permission area	Menus unlocked
Matters	Matters, Client Inbox
Services	Practice Areas
Clients	Clients
CaseTask	CaseTask
Invoices	Invoices, Expenses
Reports	Reports
AI	AI Assistant, AI Staff, Knowledge Base
Website	Website Builder, Languages, Campaigns, Reviews
Settings	Settings, Staff

If a menu is missing for a user, edit their staff record and enable the permission.

Firm assignment

Each staff user belongs to one firm (the firm where they were created).
They cannot switch to another firm from the sidebar.
Super Admins use Impersonate on the Firms page to enter a firm without a staff login.

When Super Admin creates a firm, the form also creates that firm’s first admin user (manager). That person is the primary Firm Admin login.

Best practices

Use a unique email per person.
Give receptionists matters + clients, not full settings.
Give case-tasks only case-tasks access.
Remove or disable staff who leave.
Never share the Super Admin password with firm staff.