Overview

Supio uses role-based access to make sure each member of your team has the right level of access for their needs. When you invite someone to your Supio account, you’ll assign them one of three roles: Admin, Member, or Viewer.

Each role determines what a user can see and do within Supio — from managing account settings to viewing and creating cases.

The Three Roles

Admin

Full access to all settings, cases, and account management.

View and create all cases
Access and manage all account settings
Set up and manage integrations
Invite team members and assign roles
Manage billing and account details
Assign case team members and support staff

Member

Standard access for day-to-day case work, with limited settings access.

View and create cases
Assign and manage case team members
Access general setings
No access to integrations or billing

Viewer

Read-only access — ideal for attorneys or stakeholders who need to review cases but not make changes

View cases only
Cannot create or edit cases
No access to settings

Permissions at a Glance

Use the table below for a quick side-by-side comparison of what each role can do.

Permission	Admin	Member	Viewer
View cases	✓	✓	✓
Create cases	✓	✓	✗
Manage case team assignments	✓	✓	✗
Access all settings	✓	✗	✗
Manage integrations	✓	✗	✗
Manage team members & roles	✓	✗	✗
Billing & account management	✓	✗	✗

💡 Tip: Only Admins can manage integrations, invite new users, and access billing. If you need to update a team member’s role, reach out to your firm’s Admin or contact us at support@supio.com.

Frequently Asked Questions

Who should be an Admin?

Admins are typically firm administrators, office managers, or anyone responsible for managing the Supio account. We recommend limiting Admin access to only those who need it.

Who should be a Member?

Members are the everyday users of Supio — paralegals, case managers, and support staff who need to create and work on cases but don’t need access to account-level settings.