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Org Settings

Permission required: Any of org.read, group.read, role.read, or account.read
Accessible to: Administrators and team leads.

Org Settings is where you configure who is in your organization and what they can do. It contains four tabs: General, Team, Groups, and Roles.

Navigate to Org Settings using the left sidebar.

1. General​

The General tab shows your organization's profile information such as your firm name, contact details, and timezone. Admins can update these details here.

2. Team​

The Team tab lists all active team members (staff accounts) in your organization.

Inviting a Team Member​

  1. Click Invite Member.
  2. Enter the person's email address.
  3. Select their role from the dropdown.
  4. Click Send Invitation.

The invited person will receive an email with a link to set their password and access CaseBright.

Changing a Member's Role​

  1. Find the team member in the list.
  2. Click the role badge or the edit icon next to their name.
  3. Select the new role from the dropdown.
  4. Confirm the change.

Deactivating an Account​

If a team member leaves your firm:

  1. Find them in the Team list.
  2. Click Deactivate (or the ellipsis menu → Deactivate).
  3. Confirm.

Deactivated accounts cannot log in. Their historical data (cases, notes, time logs) is preserved.

3. Groups​

Groups represent departments or teams within your organization (e.g., "Attorneys", "Paralegals", "EB-2 Team").

Creating a Group​

  1. Go to the Groups tab (or navigate to Org Settings → Groups → Create).
  2. Enter a group name.
  3. Optionally select a parent group to create a sub-group.
  4. Click Create.

Managing Group Members​

  1. Open the group detail page by clicking the group name.
  2. Use the Add Member button to add team members to the group.
  3. Remove members by clicking the remove icon next to their name.

Group Hierarchy​

CaseBright supports nested groups. To view the full hierarchy of all groups:

  1. Go to Org Settings → Groups.
  2. Click View Hierarchy.

The hierarchy page shows a visual tree of all groups and their parent-child relationships.

To move a group under a different parent:

  1. On the hierarchy page, click the move icon on a group.
  2. Select the new parent group.
  3. Confirm.

Deleting a Group​

On the hierarchy page, click the delete icon on a group and confirm. Groups can only be deleted if they have no active members or sub-groups.

4. Roles & Permissions​

Roles define what team members can see and do in CaseBright. Each team member is assigned exactly one role.

Navigate to: Org Settings → Roles

Understanding Roles​

A role is a named set of permissions. CaseBright comes with built-in roles (such as Admin, Attorney, Paralegal, Case Manager) and allows you to create fully custom roles.

Viewing Roles​

The Roles list shows all active roles in your organization. Click any role to see its full permission set.

Creating a Custom Role​

  1. Click Create Role.
  2. Enter a role name (e.g., "Senior Paralegal").
  3. Toggle on each permission the role should have.
  4. Click Save.

Permission categories​

Permissions are grouped by module:

CategoryExample permissions
Casescase.read, case.create, case.update, case.delete
Clientsclient.read, client.create, client.update
Workflowsworkflow.read, workflow.create, workflow.update
Formsform.template.read, form.template.create
Invoicesinvoice.read, invoice.create
Adminadmin.read (gives access to Admin Settings)
Groupsgroup.read, group.create, group.update
Rolesrole.read, role.create, role.update
Ticketsticket.read, ticket.create, ticket.settings.manage
Time Logsadmin.timelogs.read

Editing a Role​

  1. Click on the role name in the list.
  2. Click Edit.
  3. Toggle permissions on or off.
  4. Click Save.

Deleting a Role​

A role can only be deleted if no team members are currently assigned to it. Reassign all members to another role first, then delete.

Quick-start: Setting up a new organization​

If you are configuring CaseBright for the first time, follow these steps in order:

  1. Create your roles (Admin Settings is already configured for the Admin user).
  2. Create your groups (e.g., Attorneys, Paralegals).
  3. Invite your team members and assign each a role.
  4. Add team members to groups if applicable.
  5. Proceed to set up Workflows (see next chapter).