Use roles to define the exact role an individual or business has in a case, such as insurance companies, hospitals, and witnesses. The Role Object (Role__c) is the junction object that defines the role between a party (account) and an intake or matter.
How to Manage the Role Object
Admins can use this article to manage the access and setup of role records. This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets
- Litify Matter User: Can Create, Edit, and View role records
- Litify Power User: Can Create, Edit, View, and Delete role records
Page Layouts
Matters: Take Action Layout
Roles are available on matters as a related list. They are also available on the Parties tab.
Intakes: Intake Layout v6
Roles are available on intakes as a related list. They are also available on the Parties tab.
Roles: (Take Action) Layout
Roles have their own dedicated page layout.
All Fields
| Field Label | Field Name | Data Type | Description |
| Additional Traits | litify_pm__Additional_Trait__c | Picklist (Multi-Select) | Further defines a role in the context of a case |
| Comments | litify_pm__Comments__c | Long Text Area(131072) | Any comments added to a role |
| Intake | litify_pm__Intake__c | Lookup(Intake) | The Intake record ID |
| Matter | litify_pm__Matter__c | Lookup(Matter) | The Matter Record ID |
| Party | litify_pm__Party__c | Master-Detail(Party) | The Party record associated with this role |
| Party Address | litify_pm__Party_Address__c | Formula (Text) | The party address: BillingStreet, BillingCity, BillingState, BillingCountry, BillingPostalCode |
| Party Email | litify_pm__Party_Email__c | Formula (Text) | The party email |
| Party Name | litify_pm__Party_Name__c | Formula (Text) | The name of the party |
| Party Phone | litify_pm__Party_Phone__c | Formula (Text) | The party phone number |
| Related Role | litify_pm__Parent_Role__c | Lookup(Role) | Any related role that this role looks up to |
| Related Role Name | litify_pm__Related_Role_Name__c | Formula (Text) | The name of a related role |
| Role Category | litify_pm__Role__c | Picklist | The definition of this role in the case |
| Role Sub-Category | litify_pm__Subtype__c (controlling field: litify_pm__Role__c) | Picklist (Multi-Select) | Further definition of this role in the case |