Admins can use this permission set for users who work primarily in Litify Referrals. Users with this permission setting have comprehensive access to Parties, Referrals, and Referral Transaction objects. They are also able to read and view other objects, but they are not able to create them. 

General Permissions

  • Accounts (Read, Create, Edit, View All)
  • Contacts (Read, Create, Edit, View All)
  • Referrals (Read, Create, Edit, View All)
  • Referral Transactions (Read, Create, Edit, View All)

Object Permissions

Object Name Object Permissions Total Fields Tab Settings
Parties Read, Create, Edit, View All 48 --
Asset Relationships -- 10 --
Assets No Access 25 --
Bank Accounts Read, View All 14 --
Bills No Access 5 --
Campaign Members -- 29 --
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 --
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 --
Email Messages -- 22 --
Events -- 27 --
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, 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 No Access 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 --
Orders No Access 32 --
Party Junctions No Access 6 --
Performance Cycles No Access 11 --
Practice Areas Read, View All 4 --
Price Books No Access 6 --
Products No Access 11 --
Push Topics No Access -- --
Question Answers Read, View All 13 --
Questionnaire Answers Saved No Access -- --
Questionnaire Output Read, View All 11 --
Questionnaires Read, View All 9 --
Questions Read, View All 9 --
Referrals Read, Create, Edit, View All 49 Visible
Referral Transactions Read, Create, Edit, View All 20 --
Retainers No Access 9 --
Roles No Access 16 --
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 --
Was this article helpful?
0 out of 0 found this helpful