Clocktimizer allows you to create different roles for your users, the standard ones being Email users, Regular users, and Power users and they have access to different features. Simply put, regular users have access to the matter lifecycle support, power users have access to the matter lifecycle support, but also the drilldown and fee comparison for firm-wide analytics and advanced reporting. Email users have no access to the platform but can automatically receive reports created in Clocktimizer. 

Additionally, you will need to create an Administrator role for those who will be managing the platform from a technical perspective. Lastly, you may want to consider creating a Power user + Admin role for 1-2 designated users, who will have the same permissions as normal Power users, but also some administrative rights, for ease of communication between your team and the Clocktimizer team.


Email user


Go to Admin -> Roles and click on "Create role". Name it "Email user" and make sure no permissions are ticked, and all the visibility options are set to none.


Regular user


Go to Admin -> Roles and click on "Create role". Name it "Regular user", make sure the data visibility is set to "All" for each option, and enable the following permissions:



Power user


Go to Admin -> Roles and click on "Create role". Name it "Power user", make sure the data visibility is set to "All" for each option, and enable the following permissions:



Admin


Go to Admin -> Roles and click on "Create role". Name it "Admin", make sure the data visibility is set to "None" for each option, and enable the following permissions:



Power user + Admin


Go to Admin -> Roles and click on "Create role". Name it "Power user + Admin", make sure the data visibility is set to "All" for each option, and enable the following permissions: