Admins can refer to this article when assigning users to the Litify Power User permission set. Users with this permission set have comprehensive access to custom objects, Litify Actions, and tabs.
Litify Action Permissions
This permission set grants users access to all Litify Actions
Object Permissions
Object or Tab Name | Object Permissions | Tab Settings |
Parties | Read, Create, Edit, Delete, View All, Modify All | -- |
Bank Accounts | Read, Edit, Delete, View All, Modify All | -- |
Bills | Read, Create, Edit, Delete, View All, Modify All | -- |
Case Qualify Criteria | Read, Create, Edit, Delete, View All, Modify All | Visible |
Case Types | Read, Create, Edit, Delete, View All, Modify All | Visible |
Contacts | Read, Create, Edit, Delete, View All, Modify All | -- |
Default Matter Tasks | Read, Create, Edit, Delete, View All, Modify All | -- |
Default Matter Teams | Read, Create, Edit, Delete, View All, Modify All | Visible |
Dice Logs | Read, Create, Edit, Delete, View All, Modify All | Visible |
Dice Queues | Read, Create, Edit, Delete, View All, Modify All | Visible |
Expenses | Read, Create, Edit, Delete, View All, Modify All | -- |
Expense Types | Read, Create, Edit, Delete, View All, Modify All | -- |
Firm Case Type | Read, Create, Edit, Delete, View All, Modify All | -- |
Firms | Read, Create, Edit, Delete, View All, Modify All | Visible |
Intakes | Read, Create, Edit, Delete, View All, Modify All | Visible |
Lineup Members | Read, Create, Edit, Delete, View All, Modify All | -- |
Litify.com Setup | -- | Visible |
Litify Docs | Read, Create, Edit, Delete, View All, Modify All | Visible |
Logs | Read, Create, Edit, Delete, View All, Modify All | Visible |
Matter Plans | Read, Create, Edit, Delete, View All, Modify All | Visible |
Matters | Read, Create, Edit, Delete, View All, Modify All | Visible |
Matter Stages | Read, Create, Edit, Delete, View All, Modify All | -- |
Matter Stage Switches | Read, Create, Edit, Delete, View All, Modify All | -- |
Matter Team Members | Read, Create, Edit, Delete, View All, Modify All | -- |
Matter Team Roles | Read, Create, Edit, Delete, View All, Modify All | Visible |
Practice Areas | Read, Create, Edit, Delete, View All, Modify All | -- |
Question Answers | Read, Create, Edit, Delete, View All, Modify All | Visible |
Questionnaire Toolkit | -- | Visible |
Questionnaire Output | Read, Create, Edit, Delete, View All, Modify All | Visible |
Questionnaires | Read, Create, Edit, Delete, View All, Modify All | Visible |
Questions | Read, Create, Edit, Delete, View All, Modify All | Visible |
Referrals | Read, Create, Edit, Delete, View All, Modify All | Visible |
Referral Transactions | Read, Create, Edit, Delete, View All, Modify All | -- |
Retainers | Read, Create, Edit, Delete, View All, Modify All | -- |
Setup page | -- | Visible |
Sources | Read, Create, Edit, Delete, View All, Modify All | Visible |
Stages | Read, Create, Edit, Delete, View All, Modify All | -- |
Statute Of Limitations | Read, Create, Edit, Delete, View All, Modify All | Visible |
Task Types | Read, Create, Edit, Delete, View All, Modify All | Visible |
Time Entries | Read, Create, Edit, Delete, View All, Modify All | -- |