User Role Definitions

✅Currently Case Xchange Supports four levels access for firm users:

Account Manager
Firm Admin
Member
Viewer

Role Summaries

Account Manager

The Account Manager has the highest level of firm-level access. They have all Firm Admin permissions, with additional control over role management. Account Managers cannot be edited or deactivated by Firm Admins—only by other Account Managers or System Admins. Only Account Managers or System Admins can assign this role. During migration, the first created user for each firm should be set as the Account Manager.

Firm Admin

Firm Admins have full operational control within their firm. They can manage routing rules (if applicable), import and export data, manage team members, update firm settings, and perform all actions available to Members.

Member

Members can actively manage referrals within the platform. They can send and receive cases, view directories, access analytics, and view routing rules (if applicable), but they cannot edit routing rules or manage firm-level settings.

Viewer

Viewers have read-only access. They can view all cases and analytics and access directories, but they cannot send or edit cases. They are allowed to acknowledge receipt of a case but cannot view routing rules.

Granted Access & Permissions

	Account Manager	Firm Admin	Member	Viewer
View Directories	✅	✅	✅	✅
Acknowledge Cases	✅	✅	✅	✅
Update Cases Details & Comments	✅	✅	✅	❌
Send Cases	✅	✅	✅	❌
Update Statuses	✅	✅	✅	❌
View All Existing Cases	✅	✅	✅	✅
Create & Manager users	✅	✅	❌	❌
Manage Settings	✅	✅	❌	❌
Configure Integrations	✅	✅	❌	❌
View Analytics	✅	✅	❌	❌
Configure Notifications	✅	✅	❌	❌
Import/Export Data	✅	✅	❌	❌
View Routing Rules	✅	✅	✅	❌
Manage Routing rules	✅	✅	❌	❌
Create Account Managers	✅	❌	❌	❌
Delete Account Managers	✅	❌	❌	❌

Some features are only accessible in certain platform tiers.