Roles & Permissions

Accessing Roles & Permissions

Navigate to Settings from the left sidebar, then click the Roles tab. The page displays a grid of role cards — one card per role in your firm.

Understanding Role Cards

Each card shows the role name, the number of users assigned to it, and a summary of enabled permissions. Built-in roles (firm_admin, lawyer, paralegal, client) are shown first. You can edit their permissions but cannot delete them.

Creating a Custom Role

1. Click the Add Role button at the top-right of the roles grid.
2. Enter a Role Name in Arabic and English.
3. Optionally add a short description for internal reference.
4. Configure permissions for each module group (see below).
5. Click Save Role.

Permission Groups

Permissions are organised into eight functional groups, each with individual CRUD checkboxes (Create, Read, Update, Delete):

• Cases — manage case records, status updates, and hearing entries.
• Clients — view and edit client profiles and contact information.
• Financial — access invoices, payments, expenses, and treasury records.
• Documents — upload, view, download, and delete case documents.
• Calendar — create and manage firm-wide events and reminders.
• Chat — send messages and participate in case-linked conversations.
• Reports — view and export analytics and performance reports.
• Settings — modify firm settings, users, branches, and roles.

To grant a permission, tick the corresponding checkbox. To revoke it, untick. You can select All at the group level to toggle all four CRUD permissions at once.