About Access Permissions in Litify Financials

Like most aspects of your firm's financial information, Litify Financials requires permission to access. This ensures the utmost security within your organization. This access is managed using Permission Sets.

Litify Financials comes with four unique permission sets: Financial Summary Setup Admin, Financial Summary user, Financial Summary/Ledger: Manage Transactions, and Financial Summary/Ledger: Delete Transactions.

Required Permission Sets

The following permission sets are required to use Litify Financials. 

Financial Summary Setup Admin Permission Set

This permission set gives admin users permission to configure Litify Financials using the Financial Summary Setup app. You must assign this permission set to at least one user, as it is needed to create configurations and view existing configurations. This permission set includes access to the Financial Summary Setup app and all Transaction object permissions.

Financial Summary User Permission Set

This permission set is required to access Litify Financials. It provides access to the Summary and Ledger components, and is needed to view and interact with configurations on a Matter. The Financial Summary User permission set also grants the ability to access the Ledger, but not permission to interact with the Transaction object.

Optional Permission Sets

Users need to be granted permission in order to use the optional Ledger feature. There are two permission sets which grant non-admin users access to the Transaction object and Ledger.

Financial Summary/Ledger: Manage Transactions Permission Set

This permission set provides users with access to the Transaction object, and read/write permissions for its fields. Users will not be able to delete Transactions without also adding the delete permission. Users won't be able to create Transactions without this permission set; however, they will be able to view existing Transactions in the Ledger.

Financial Summary/Ledger: Delete Transactions Permission Set

This permission set provides access to the Transaction object and all of its fields, and includes permission to delete existing Transactions. It's not required to create or view Transactions in the Ledger.

Blocked Access Scenarios

Users will not be able to access the Financials component on a Matter in the following scenarios:

  • User is missing apex class controller access to the component
  • User is lacking object security access to any object added to the summary table
  • User is lacking field level access on any object added to the summary table

If a User cannot access the Financials component because they're lacking one of the above permissions, they will see a screen like this:

If there are no active configurations for the record being viewed, they will see a screen that looks like this:

Users will not be able to access the Ledger on a Matter in the following scenarios:

  • User is missing apex class controller access to the component
  • User is lacking object security access to the selected Ledger object
  • User is lacking field level access to the selected Ledger object

If a User cannot access the Ledger component because they're lacking one of the above permissions, they will see a screen like this:

If the ledger has been disabled or is not active for your Org, users will see the following screen:

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