Configure user permissions
Steps to set menu access and data visibility for a staff member in Workzilla.
What you'll have at the end
A staff member's permissions are configured — they will see the correct menu sections and the correct data when they log in.
-
1Navigate to Administration > Manage Users
-
2Locate the staff member and set their Menu AccessMenu Access controls which sections of Workzilla the staff member can see. Options are Standard, Management, Administrator, Company, and Subscription Administrator. Any combination can be selected. If nothing is selected, the staff member will have no menu access after logging in.
-
3Set their data visibilityThis controls what data populates the pages they can access. Their own shows only their own fees and timesheets. Their team's shows data for members of the teams they belong to. Everything gives unfettered access to firm-wide data.
Common configurations
| Role | Menu Access | Data visibility |
|---|---|---|
| Fee earner | Standard | Their own |
| Team leader | Standard, Management | Their team's |
| Firm owner | All | Everything |
Permissions are saved automatically. The staff member will see the configured menu and data the next time they log in.