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How do you manage user roles (attorney, paralegal, admin)?

Managing user roles like attorney, paralegal, and admin typically involves implementing a role-based access control (RBAC) system. This system assigns permissions based on predefined roles, ensuring users can only perform actions relevant to their responsibilities. For example, an attorney might have access to edit legal documents, a paralegal might view but not modify them, and an admin could manage user accounts. To set this up, developers define roles in a database, map permissions to each role, and enforce checks in the application code or backend APIs. Authentication tokens (like JWTs) often include role data to simplify permission checks during requests.

A practical implementation starts with a database schema that includes a users table linked to a roles table (e.g., via a user_roles join table). Permissions can be stored as flags (e.g., can_edit_documents) or as a list of allowed endpoints (e.g., /api/cases/edit). Middleware or interceptors in the application layer then validate permissions before processing requests. For instance, an Express.js middleware might check if the user’s role (from their JWT) has access to a specific route. If a paralegal tries to access an admin-only endpoint, the system blocks the request and returns a 403 error. Automated tests should verify these restrictions across roles to prevent misconfigurations.

To handle dynamic role changes, admins need an interface to assign or update roles. This could involve a dashboard where admins select a user and assign roles via a dropdown, triggering an API call to update the database. Audit logs should track role changes for security. For scalability, consider grouping permissions into reusable sets (e.g., a “case_management” permission group for attorneys). Avoid hardcoding role checks in the frontend—rely on the backend for enforcement. For example, hide admin buttons in the UI if the user lacks permissions, but ensure the backend API still validates every request. Regular security reviews and penetration testing help identify gaps, such as a paralegal gaining unintended access via an unprotected API endpoint.

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