Change what a person may do

Invite a new member of staff

1. Open People in the sidebar and choose Invite user, or invite from an office's People tab so the invitation starts in that office.
2. Fill in the form. First name, last name, email, time zone, grade, employment, locale and role are required, and so is the office where the firm has more than one. Other names, phone, job title, GLC enrolment number, the date they were called to the bar and their start date are optional.
3. They receive an invitation email that lasts 72 hours. You can resend or revoke it from their record until they accept.

Give or take away one permission

Sometimes one person needs one thing their role does not give, or must not do one thing it does. Use an override on their record rather than a new role:

1. Open the person, then Access, Overrides.
2. Choose Grant a permission at a scope, or Deny one. A denial always wins over anything their roles grant.
3. Give the reason. It is kept with the override and in the audit trail.

When a change needs approval

Approval for permission changes is on by default, so a change waits under Approvals, Permission requests until the managing partner approves it. A managing partner making the change themselves can apply it at once, recorded as their own approval.

The firm can switch approval off under Settings, System, General, Security (Permission changes need approval). A request nobody decides lapses after 14 days; change that with Permission change requests expire after (days), where 0 means it never lapses.

When someone leaves

Deactivate the person from their record. A preview opens first and stops you only when:

• the person is the only user who can manage users;
• the person is the only managing partner; or
• their leaving checklist still has blocking items open (finish them, or have someone who may override let the account close).

Otherwise it goes ahead. The preview lists Needs reassigning afterwards, which counts the matters, tasks, originals, delegations and leave cover the person still holds, and says how many sessions will end. Give a reason; it is kept in the audit trail. People are never deleted: their name stays on everything they did.

See Joining and leaving checklists and Handing over a leaver's work for moving the work on.

What a person's page shows

Open a person from People to see their page. Its tabs are Overview, Matters, Time, Tasks, Leave, Checklists, Practising and CPD, Training, Undertakings, File reviews, Rates, Performance, Linked records and Access. Access holds Overrides, Sessions, Sign-ins, Sign-in methods and Mailbox. You see the tabs your own permissions allow. Where the firm has the People directory switched off, People is the user administration only, for those who may manage users.