Admins can add users in Salesforce, assign a Litify license, and grant all required permissions for the platform (as well as any integrations you use). 

How to Add a User to Salesforce & Litify

1. Create User 

  1. Log in to Salesforce
  2. Navigate to Setup > Users > New User
  3. Complete the following required fields:
    • Last Name: Input last name of the user
    • Alias:  Provide a short identifier (up to 8 characters)
    • Email: Input the user’s work email 
    • Username: Provide a username used to log in to Salesforce
    • Nickname: Provide a nickname used in communities 
    • Role: Select a role in the company
    • User License: Select the Salesforce Platform license. 
    • Profile: Assign a profile type matching the user’s role:
      • Litify Accounting
      • Litify Attorney
      • Litify Firm Management
      • Litify Intakes Agent
      • Litify Intakes Manager
      • Litify Investigator
      • Litify Litigation Attorney
      • Litify Case Manager
      • Litify Quality Control Management
      • Litify SSDI
      • Litify SSDI Paralegal/Case Manager
      • Mailroom

2. Assign Licenses 

Managed packages in Salesforce require users to have licenses. Reach out to your internal Salesforce admin or operations manager to purchase more licenses for Litify and other integrations. 

A Salesforce admin must have the Managed Package Licenses permission to view and assign licenses from the Setup menu. 

Add Litify License 

A user must have a Litify license at minimum in order to work in the platform. 

  1. Navigate to Setup > Installed Packages.
  2. Find the Litify Managed Package and select Manage Licenses
    • Note: Do not select Add All; this assigns licenses to all users, even those only used by Salesforce to run/manage processes. 
  3. Save

Add Integration Licenses 

Your org may have several different integrations that require assigning licenses to your users.

  1. Navigate to Setup > Installed Packages.
  2. Find the Integration’s Managed Package and select Manage Licenses
  3. Assign a license to the user.
  4. Save.
  5. Repeat for all integrations.

3. Assign Permission Sets

Permission sets must be assigned to a user for every managed package license they have. This allows the user to view and perform actions such as create, edit, and delete records. 

Add Litify Permission Sets

  1. Navigate to Setup > Users.
  2. Select the user you have added.
  3. Navigate to Permission Set Assignments > Edit Assignments.   
  4. Assign Litify Permission Sets:
  5. Save

Add Integration Permission Sets

Your organization may be using integrations or other managed packages. If your user needs access to those features, grant them additional permission sets.

  1. Navigate to Setup > Users.
  2. Select the user you have added.
  3. Navigate to Permission Set Assignments > Edit Assignments.   
  4. Add integration-specific permission sets. 
  5. Save

Common Permission Sets Used

  • SMS Magic: SMS Converse 
  • AccountingSeed: Accounting Manager

4. Add User to Public Groups 

Users may benefit from being added to Public Groups; this is an optional step. Group members can share records with other members. 

  1. Navigate to Setup > Public Groups
  2. Find and select a group, such as Account Executives. 
  3. Select Edit
  4. Find your user in the Available Members. Add the user to the Selected Members column. Default Litify groups include: 
    • Firm Management/Administration
    • Attorneys
    • Intake Agents
    • Intake Managers
    • Paralegal/Case Managers
    • Quality Control
    • Social Security Disability
  5. Save

Now your new user should have access to everything they need to begin working in Litify. You can change a user's permissions and settings at any time by following these same steps. 

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