Getting Around> Billing Users and Billing Supervisors

Billing Users and Billing Supervisors

The Billing Security Profiles feature allows firms to have more conttrol and flexibility in assigning Firm members access to billing functions.

Actions are hidden from a Firm Member when they do not have access to the function.

To accommodate firms with existing experience using Amicus Billing predefined security profiles have been included.

Default levels of access

Billing Supervisor – Users assigned to this role have the highest level of access. This role is uneditable by the firm. Billing Supervisors manage all billable files and primary clients for the firm (including restricted billable files and clients). They can create / edit / delete all billing related transactions. By default, only Billing Supervisors can access the Trust and Billing modules.
Billing User Access – This is the most common security profile. Firm Members with this security profile can create billing related transactions for files they can access. However; they cannot access all modules/grids such as Dailies, Trust and Billing. Firms can edit this profile to customize it to their needs. To access Other Firm Member’s Files and Contacts ensure that this option is enabled on the Attorney side.
No Billing Access – A firm member without access to any of the billing functions. This is an Amicus Attorney user with a Billing Profile set to No Access. A Firm cannot edit this profile.

Note: In addition, a Firm Administrator can create new Billing Security Profiles.

Profile Assignments are set for new Billing Licensed Firm Members.
1. For Administrators the Billing Security Profile is set to Billing Supervisor.
2. For all other new firm members the Billing Security Profile is set to No Access.
The Administrator assigns a Billing Profile to Billing firm members.
An existing Billing Security Profile can be used as a template for a new profile by selecting the Copy button.
The copy inherits the settings of the copied security profile. Access to Billing functions is determined by your Firm Member designation, set by the Amicus Administrator.