Admin & Settings

The Admin module is the firm's control panel. Everything here is restricted to users with administrator (and in some cases admin_manager).

Pages

People

PagePurpose
Admin → UsersList of users, invite new users, assign roles, suspend accounts
Admin → RolesView seeded roles and their assigned permissions
Admin → Audit LogsTime-stamped record of sensitive actions

Organisation structure

PagePurpose
Admin → DepartmentsDepartments within the firm
Admin → PositionsJob titles within departments

Legal reference data

PagePurpose
Admin → Practice AreasLegal domains (Corporate, Litigation, Tax, etc.)
Admin → SectorsClient industries
Admin → CourtsCourts the firm appears in
Admin → JudgesJudges by court

Matter configuration

PagePurpose
Admin → Matter TypesTypes of matter the firm handles
Admin → Custom FieldsFirm-specific fields on matters/clients
Admin → Deadline RulesAutomated deadline calculation from triggering events

Financial configuration

PagePurpose
Admin → CurrenciesEnabled currencies and exchange rates

Automation & templates

PagePurpose
Admin → Workflow RulesEvent-driven automation
Admin → Document TemplatesReusable documents with merge fields

General settings

PagePurpose
Admin → SettingsFirm-wide settings including firm name and logo

User management

Admin → Users is where you'll spend most time:

  • Invite a user with email and roles
  • View their profile, roles, activity
  • Suspend / reactivate
  • Change their roles (remember: the partner label alone grants nothing — pair it with a module role, see Roles model)
  • Delete — prefer suspension unless you're sure

Audit logs

Admin → Audit Logs — the firm's paper trail. Review regularly. Every sensitive action (user changes, role changes, deletions) is recorded.

Settings

Admin → Settings is a key-value store of firm-wide preferences. Most firms touch this once during setup (logo, firm name) and rarely again.

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