Users

The Users page lists everyone who can log in to your firm. Each row shows the person’s account level (the icon), email, name, target billable hours, roles, and hourly rate. Suspended accounts display in dark red; the Enabled Only toggle is on by default, so flip it off to see them.

Account Levels

Every user is one of three levels, shown by the icon on their row, the same icons and colors you’ll see in the user list:

• Owner: the highest level. Owners have every administrator ability, and they are the only ones who can grant or revoke the Owner level, change fee arrangements on cases that have already been invoiced, and demote other owners. Nobody can suspend an owner.
• Administrator: can manage users, change every Settings page, and grant or revoke the Administrator level for others (but never for an owner, and never for themselves).
• User: everyone else. Regular users can see the Settings area only where a page allows it; the pages documented here all require an administrator.

You can never change your own level; promotions, demotions, and suspensions are always done by someone else. The row menu offers exactly the actions you’re allowed to take on each person.

Roles

Separate from account level, each user can hold any number of roles. Three of them (Attorney, Paralegal, and Legal Secretary) are the firm’s legal roles, and they matter beyond labeling: when a conflict check is saved, every user holding a legal role is sent a sign-off task. Roles also appear as a column in the user list, so you can see staffing at a glance.

Adding a User

Adding a user creates their login account, so you must be online. You’ll enter their name, email, starting hourly rate, target billables, roles, and an initial password. Passwords follow the OWASP guidelines: 8 to 128 characters with a mix of upper and lower case, numbers, and symbols.

Changing Someone’s Billable Rate

For an existing user, the rate change is a guided decision, because the rate touches billing history. Enter the New Rate, then choose how it applies:

• All New Time: the new rate is used for all new time in existing and new cases. Rates that were overridden on a specific case are not changed.
• Only New Cases: existing cases keep the old rate, including new time entries on them; only cases opened after the change use the new rate.
• Apply Retroactively: re-rates time back to a date you pick, with exclusions for specific clients, cases, or case types. Time that has already been invoiced is never changed.

The retroactive path deserves care, so it has its own walkthrough: Change Billing Rates Retroactively covers the date and case filters, exactly what gets re-rated, and what is never touched, including how to protect a case’s negotiated rates.

Target Billables

Each user carries a target: so many hours per day, week, month, or year. The target drives the daily workload view and utilization reporting, so it’s worth setting honestly rather than aspirationally.

Suspending and Deleting

Suspending an account blocks the person from logging in while keeping all of their history, the right choice when someone leaves the firm. Administrators can suspend anyone except an owner (and except themselves). Unsuspending restores access.

Deleting removes the user from your firm entirely, including their login. The user’s card shows a Usage list (how many tasks, cases, and other records are tied to them), and deletion is blocked while records that must be preserved exist. When a deletion does go through and the person still has assigned tasks, Outlaw offers to reassign all of those tasks to another user in one step. A deleted account can be restored with Undelete Account from the row menu.

Changing an Email Address

A user’s email is their login, so changing it is an explicit step: open the user, choose Change Email Address, enter the new address, and submit. This updates the login account too, so it requires a connection, and the address must not already be in use by another user.