User levels

 

In addition to managing security using groups, you can also control access to features by assigning user levels to individual users.  At present, access to the Inquiry drill down feature, Check for Updates, check reversals, the Post function in Create Bills and some features of the Document Management system are controlled by user levels.  User level settings override group settings.

 

User level

Prevents access to

Administration

Users with this user level can access all functions.  Assign this user level to the System Administrator.

General

  • Check for Updates and Install Updates

  • Check reversing

  • Moving and deleting client/matter documents and folders

This is the default user level if you don't use passwords.

General without Drilldown

  • Check for Updates and Install Updates

  • Inquiry drill down

  • Post options in Create Bills feature

  • Check reversing

  • Moving and deleting client/matter documents and folders

This is the most restrictive user level.

 

 

Modifying user accounts

Overview of security