Litify includes predefined permission sets. Admins should assign these permission sets to each user in their org based on role function. 

About Permission Sets 

A permission set is a collection of settings and permissions in Salesforce that give users access to various features, settings, and objects. The user privileges in Litify permission sets are also found in profiles, but permission sets increase users' privileges without overriding or changing their profiles. See Salesforce documentation about object permissions.

Important: Permission sets cannot grant permissions to Accounts, Contacts, and Roles objects.  You must also assign User Profiles that include premissions to those objects.

Why You Should Use Permission Sets

Using Litify Permission sets is not required but makes it much easier to upgrade as we release new features and improvements. Our permission sets are upgradable by the Litify managed package, which allows us to integrate predefined functionality directly into your org. This means you do not have to manually apply all necessary permissions, Visualforce pages, and Apex Classes.

All Litify Permission Sets

Litify Power User 

Use this permission set for system administrators who need access to the entire Litify platform. Users with this permission setting have complete access to every other permission setting and every Litify Action.

Litify Referral User 

Use this permission set for users who work primarily in Litify Referrals. Users with this permission setting have complete access to Parties, Referrals, and Referral Transaction objects.

Litify Intake User 

Use this permission set for users who work primarily in Litify Intakes. Users with this permission setting have complete access to the Parties and Intakes objects. 

 

Litify Matter User

Use this permission set for users who work primarily in Litify Matters. Users with this permission setting have complete access to the Parties and Matters objects. They are also able to read and view other objects.

Litify Calendar Rules User 

Use this permission set to grant access to Calendar Rules on matters. Users with this permission setting have complete access to the Calendar Rules Trigger object and all associated events with Calendar Rules.

Was this article helpful?
0 out of 0 found this helpful