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Sharing
access to an Office
You can
grant specific Firm Members access to your Office as a Guest
Assistant or a Guest Colleague. For example, you could assign
a Guest Colleague to cover your work while you are on vacation.
Guest Assistants and Guest Colleagues have limited rights
while in someone else's Office. By default, a Guest Assistant
has more rights than a Guest Colleague. Their permissions
are determined by the "Guest Assistant" and "Guest Colleague"
Security Profiles, which may be customized by your Amicus
Administrator.
A sampling
of the default restrictions is listed below:
| Module |
Guest
Assistant |
Guest
Colleague |
| FILES
|
Can
view the Office Owner's Files, and edit as the Guest.
Can apply, add, and edit the Owner's Precedents. |
Can
view the Office Owner's Files, and edit as the Guest.
Cannot delete Files. Can apply, add, and edit the Owner's
Precedents. The Admin - Accounting view is not available.
|
| PEOPLE |
Can view the Office Owner's Contacts, and edit as the
Guest. |
Can
view the Office Owner's Contacts, and edit as the Guest,
except for Contacts who are both assigned to a "Personal"
Group and not associated with any Files that the Guest
is assigned to. Cannot delete Contacts. |
| TIME |
Can view, edit, and post the Office Owner's Time Entries
in the Time module and the My Time view of Files. In edited
Time Entries, the Guest is marked as the person who last
edited the Time Entry. If the Owner is a Timekeeper, can
add Time Entries as the Owner. The Owner's Time Entries
are shown in Search results. The Owner's Billing Rates
are used. |
Cannot
access the Time module or the Office Owner's Time Entries.
If the Guest is a Timekeeper, can view their own Time
Entries in the My Time view of Files and in the Timer
on the Amicus Floating Toolbar, and can add Time Entries
as the Guest. The Guest's Time Entries are shown in Search
results. The Guest's Billing Rates are used. |
(See complete
listing in the Premium Edition User Guide (PDF located in Amicus
Attorney Help Center))
| Granting
access to your Office
To
grant Firm Members access to your Office:
- Select
My Profile from Office Preferences.
Click Edit to display the Person Edit dialog.
Select Office Access at the bottom right of the window
that appears.
- In
the Guest section of the window, click the
(Select People) buttons to add or remove Guest Assistants
and/or Guest Colleagues. When you are finished, click
OK.
-
Click OK in the Office Access dialog.
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Opening
another Firm Member's Office
When
you want to see or change information in another Firm
Member's Office:
-
Close all dialogs to make sure that your information
is saved.
-
Choose Open Another Office in the navigation list
of your Office window. The Select Office dialog appears.
-
The Firm Members who have granted you access to their
Office are listed. Select a Firm Member and click
OK. The other Firm Member's Office opens. You can
now look up information and perform tasks, as determined
by your usual security permissions and further limited
by your current status as Guest Assistant or Guest
Colleague (as determined by the Office Owner).
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Amicus
Attorney 2008 Premium Edition Overview
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