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Access
Control
Access
Control provides several flexible ways for your firm to control
access to various records and functions by different users.
Some of these control levels are assigned by your Amicus Administrator
but many can be set by you.
- Access
Class - A Person's Access Class determines whether they
have any right to access Amicus Attorney at all. Your assigned
Access Class is shown at the bottom of your Person Edit
dialog. "Active Firm Members" have access to Amicus Attorney
but "Former Firm Members" do not.
- Firm
Member Designations - Your Firm Member Designations
(shown in the General > My Profile view of your Preferences
dialog) determine additional rights. An Amicus Administrator
may designate whether you can use Amicus Attorney as a Timekeeper,
a Librarian, and/or an Amicus Administrator.
Your Firm Member Designations, as assigned by your Amicus
Administrator, are shown near the bottom of the view: "
- Timekeeper
- you can keep Time Entries and have Time Sheets posted
to the accounting system.
- Librarian
- you can manage the Firm Sections and Pages of the Library.
- Administrator
- you are an Amicus Administrator.
-
Office
Access - You can grant limited access to your own Amicus
Office to other Firm Members as Assistants.
- Security
Profile (Not available in Standard Edition) -
Your assigned Security Profile limits the areas of Amicus
Attorney that you may view and the actions you may take.
- Record
Restrictions (Not available in Standard Edition)
- In general, you can view and/or use only the records to
which you are assigned. Access to particular records can
be even further restricted.
Cumulative
Effect
Security
is cumulative across these levels, following a "most restrictive"
model. For example:
- If
you are not designated a Timekeeper, you cannot post Time
Entries, even if your assigned Security Profile would permit
that action otherwise.
- If
a particular File or Contact has restrictions set to make
it viewable only by assigned Firm Members, you may not access
it unless you are directly assigned to the record, even
if you have the general right to access all Firm Files and
Contacts (via a Firm Member Designation or Security Profile).
Amicus
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