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Permissions for Billing Rates

Firm Administrators have the ability to determine permissions around billing rate visibility by changing viewing privileges for users at the firm. To change billing permissions for specific users:

  1. Go to Settings > Manage Users.
  2. Click Edit in the Name column for the user you want to want to change billing permissions.
  3. Scroll down until you see Billing Rate and Billing Rate Visibility.
  4. Under Billing Rate Visibility, choose one of the three options:
      • All: The user can see their own billing rate as well as the billing rate of any users in the firm, along with the total for time entries.
      • Own: The user can only see their own billing rate and total for time entries.
      • None: The user cannot see ANY billing rates or totals for time entries, including their own.
  5. Scroll down and click Save New Information.

Important: If you want to restrict a user's access to rate/billing information, then you also need to remove Billing and Reports permissions or the user will be able to see rate/billing information. Scroll down in the same screen until you see Permissions. De-select Reports and/or Billing.

Did you know? Firm Administrators can restrict additional activity hours information for users at their firm. When this setting is applied, a user will only have access to the quantity, billable amount, non-billable amount, and rate fields on the Activities page for their own work and for matters where they are the responsible attorney. Learn more here.

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