USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY
This presentation is the property of its rightful owner.
Sponsored Links
1 / 3

USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY PowerPoint PPT Presentation


  • 39 Views
  • Uploaded on
  • Presentation posted in: General

USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY.

Download Presentation

USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Use client access security in client matter inquiry

USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY

  • Would you like to be able to allow certain timekeepers into Client/Matter Inquiry to perform their own searches, but can’t because they should not have access to certain Clients? If you have Juris Suite, you can allow your users into Client/Matter Inquiry and simply limit the user’s access to only certain clients. Here’s how:

  • In Juris Suite, go to Inquiry > Client/Matter Inquiry

  • Select the Field Permissions button

  • Select the name of the user whose access you wish to limit.

  • Select the Client Lookup Permissions tab.


Use client access security in client matter inquiry

USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY

5.Remove the checkmark beside the “Allow user to see all clients” option to enable the Client permission selection options below.


Use client access security in client matter inquiry

USE CLIENT ACCESS SECURITY IN CLIENT/MATTER INQUIRY

  • You may elect to limit this user to

    • Only items where they are assigned as the Billing, Originating or Responsible Attorney on the Client.

    • Only items for a certain Practice Class or Classes

    • Only Clients assigned to a specific Office

    • Specific Clients can be added

    • When more than one of these items is chose, the system allows the user to see the Client if they meet any of the criteria selected (In our example, Anne B Collins would be allowed to see any Client where she is the Responsible Attorney OR Clients where the Practice Class is General OR Clients in the New York office.)

  • 7.The copy buttons can be used to copy this user’s settings to other users.


  • Login