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Account Roles in Billables AI

Understand role-based access and permissions across your Billables AI organization

Billables AI roles determine what actions users can take within your organization. Assigning the right role helps ensure proper access, governance, and billing accuracy across your team.

Role Admin Billing Code Editor Member
Integrate individual work software to capture billable time ✅ ✅ ✅
Submit and edit generated time entries ✅ ✅ ✅
Add / edit / delete clients and matters ✅ ✅ ❌
Update billing guidelines by client ✅ ✅ ❌
Set up org-level integrations ✅ ❌ ❌
Manage organization-level billing preferences ✅ ❌ ❌
Manage users and assign roles ✅ ❌ ❌

Admin

Admins have full organization-level control in Billables AI.

Admins can:

  • Manage organization-level billing preferences

  • Add, edit, or delete billing codes

  • Manage users and assign roles

  • View Analytics data for teams

This role is typically assigned to firm administrators, operations leaders, or IT owners.

Billing Code Editor

Billing Code Editors can manage billing codes and related billing logic for the organization, with some limitations depending on integrations.

Billing Code Editors can:

  • Add, edit, or delete billing codes

  • Configure billing-related settings, such as:

    • Uploading client billing guidelines

    • Setting time entry preferences and rules

Important integration note:
If your firm uses an integrated practice management system (such as Clio, MyCase, SurePoint, LeanLaw, Centerbase, or Orion), that system is treated as the source of truth for clients and matters. In these cases:

  • Billing Code Editors cannot add, edit, or delete clients or matters within Billables AI

  • Client and matter data will sync from the practice management system automatically

  • Billing Code Editors can still add and update client billing guidelines

Member

Members have standard access to Billables AI without organization-level administrative permissions.

Members can:

  • Use Billables AI for day-to-day timekeeping

  • Review, edit, and submit their own time entries

  • View their own Analytics

Members cannot:

  • Edit organization-level settings

  • Manage billing codes

  • Modify firm-wide billing preferences

Choosing the Right Role

Assign roles based on responsibility:

  • Use Admin for firm-wide configuration and user management

  • Use Billing Code Editor for billing and compliance-focused roles

  • Use Member for attorneys, paralegals, and timekeepers who do not manage firm settings

If you need help selecting or updating roles, contact Billables AI support or visit the Team tab in Settings.