Billing features are limited to specific roles, to keep your firm's financial information appropriately restricted.
What's billing-gated
Billing — your plan, payments, and subscription, under Settings → Billing.
Invoices — creating, sending, and managing client invoices.
Analytics — firm performance and financial analytics.
If you don't have billing access, Invoices and Analytics don't appear in your sidebar, and the Billing card is hidden on the Settings page.
What about expenses?
Recording expenses against a case stays available to everyone on your team — any member can add, edit, and delete expenses from a case.
Billing access is only needed to add those expenses to an invoice, to view expense analytics, and to ask the AI Chat assistant to log an expense for you.
Who has access
Owner — always has billing access.
Admin — always has billing access.
Billing — a team member who has been given billing access. They can see Billing, Invoices, and Analytics, but they don't get any other admin powers — they can't invite or remove people, or change anyone's role.
Member — no billing access.
Giving someone billing access
An Owner or Admin can do this at any time:
Go to Settings → Members.
Find the person in the list and open the role dropdown next to their name.
Choose Billing to give them billing access only, or Admin to give them full firm management plus billing.
The change takes effect straight away — they'll see Invoices and Analytics the next time they load Gaveli.
Good to know
The Owner's role can't be changed from the dropdown — it's shown as a fixed badge.
Invitations can only be sent as Member or Admin. To give a new teammate the Billing role, invite them as a Member, then change their role to Billing once they've accepted.
Only Owners and Admins can change roles. If you need access, ask one of them. See Inviting team members and understanding roles.