Admins can use this permission set for users who work primarily in Litify Intakes. Users with this permission setting have comprehensive access to the intakes objects. They are also able to view other objects.

General Permissions

  • Intakes: Read, Create, Edit, View All
  • Contact:  Read, Create, Edit, View All
  • Case Qualify Criteria: Read, View All
  • Dice Queues: Read, View All
  • Matters: Read, Create, View All
  • Questionnaires: Read, View All
  • Question Answers: Read, Create, Edit, View All
  • Questionnaire Output: Read, Create, Edit, View All
  • Referral: Read, View All

Litify Action Permissions

  • Litify Action Convert to Referral Permission
  • Litify Action Sign Up Permission
  • Litify Action Turn Down Pending Permission

All Object Permissions

Object Name Object Permissions Total Fields Tab Settings
Parties No Access 48 --
Asset Relationships -- 10 --
Assets No Access 25 --
Bank Accounts Read, View All 14 --
Bills No Access 5 --
Campaigns No Access 37 --
Case Qualify Criteria Read, View All 11 Visible
Cases No Access 34 --
Case Types Read, View All 11 Visible
Coaching No Access 5 --
Contacts Read, Create, Edit, View All 31 --
Contracts No Access 23 --
D&B Companies No Access -- --
Default Matter Tasks Read, View All 17 --
Default Matter Teams Read, View All 4 Visible
DICE -- -- Visible
Dice Logs Read, View All 6 --
Dice Queues Read, View All 10 Visible
Documents No Access -- --
Duplicate Record Sets No Access 7 --
Expenses No Access 12 --
Expense Types Read, View All 4 --
Feedback No Access 6 --
Feedback Questions No Access 12 --
Feedback Question Sets No Access 9 --
Feedback Requests No Access 23 --
Feedback Templates No Access 5 --
Firm Case Type Read, View All 6 --
Firms Read, View All 17 Visible
Goal Links No Access 5 --
Goals No Access 13 --
Ideas No Access 5 --
Intakes Read, Create, Edit, View All 90 Visible
Leads No Access 33 --
Lineup Members No Access 8 --
Litify.com Setup -- -- --
Litify Doc Related SObjects No Access 7 --
Litify Docs Read, Create, Edit, View All 11 --
Logs Read, Create 9 --
Macros No Access 7 --
Matter Plans Read, View All 14 Visible
Matters Read, Create, View All 79 --
Matter Stages Read, View All 11 --
Matter Stage Switches Read, View All 7 --
Matter Team Members Read, View All 10 --
Matter Team Roles Read, View All 5 Visible
Metric Data Links No Access -- --
Metrics No Access 19 --
Opportunities No Access 25 --
Opportunity Product -- 13 --
Order Products -- 15 --
Orders No Access 32 --
Party Junctions No Access 6 --
Performance Cycles No Access 11 --
Practice Areas Read, View All 4 --
Price Book Entries -- 9 --
Price Books No Access 6 --
Products No Access 11 --
Push Topics No Access -- --
Question Answers Read, Create, Edit, View All 13 Visible
Questionnaire Answers Saved No Access -- --
Questionnaire Output Read, Create, Edit, View All 11 Visible
Questionnaires Read, View All 9 Visible
Questions Read, View All 9 Visible
Referrals Read, View All 49 --
Referral Transactions Read, View All 20 --
Retainers No Access 9 --
Roles No Access 16 --
Social Personas -- 9 --
Solutions No Access 8 --
SOS Sessions No Access 20 --
Sources Read, View All 8 Visible
Stages Read, View All 8 --
Statute Of Limitations Read, View All 9 Visible
Streaming Channels No Access -- --
Tasks -- 28 --
Task Types Read, View All 8 Visible
Time Entries Read, View All 17 --
User Provisioning Requests -- 14 --

 

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