Understanding User Permissions

“I can’t see forms / case tabs / immigration features”

This usually means the user does not have the Immigration Library assigned.

Important clarification:

• Core subscription ≠ Immigration Library
• The Immigration Library is an add-on.

Pricing (for reference):

• $25/user/month (monthly)
• $20/user/month (yearly)

Only admins can assign libraries.

How admins manage subscriptions and libraries

1. Click your name in the top-right corner.
2. Open the Administrator Panel.
3. Go to the Subscriptions tab.

You’ll see three main sections:

• Subscription – manage Core and add-on libraries
• Payment – manage billing and payment methods
• Users – invite users and assign access

To give a user access:

• They must have Core.
• Any library (Immigration, etc.) must be added separately.
• Libraries can only be assigned if they’ve been purchased.
  

Managing users and permissions

From Administrator Panel → Subscriptions → Users:

Admins can:

• invite new users
• assign or remove libraries
• set roles (Admin, Attorney, Paralegal)
• grant or remove billing access
• mark a user as attorney or non-attorney
• edit user profile details
• disable users to free licenses

If a user “can’t do something,” check:

• their role
• assigned libraries
• billing permissions

NOTE: Always make sure to view if there are any libraries pending to assign to users after they have been invited, and they have logged in / activated their account. If no libraries are assigned to the new user, then they will be unable to access forms or create cases.