Litify includes predefined permission sets. Fine-tuned for best practices, each permission set grants users specific privileges and gives administrators the tools to manage firms across the entirety of Litify, at all levels of an organization. We crafted these permission sets to save you time and to help you build your organization.
Important: Permission sets cannot grant permissions to the Accounts, Contacts, or Roles objects. Create a Custom Profile and assign it to a user to allow access to these important objects.
Background: A permission set is a collection of settings and permissions that give users access to various features, settings, and objects in Litify. The user privileges in our 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.
We built permission sets to streamline and simplify our process of "pushing" major upgrades to your organization. Unlike profiles, 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.
Important to note: You do not have to transition to permission sets, but we highly recommend it. If you do not incorporate permission sets, you will have to manually set all permissions, Visualforce pages, and Apex Classes on each individual profile. We're trying to save you time by streamlining this process and predefining these changes.
This might present a major shift in your user-management operations, so here is some additional information about our permission sets, and why they will be helpful to your organization.
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.
See more about Litify Power User Permission Set.
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.
See more about Litify Referral User Permission Set.
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.
See more about Litify Intake User Permission Set.
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.
See more about Litify Matter User Permission Set.
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.
See more about Litify Calendar Rules User permission set.
Why should we transition to permission sets?
Every Litify release from now on will include permission sets for new and existing features. You will not have to spend time manually updating profiles when you include our predefined permission sets in your org. This is because permission sets in our managed package are upgradable. These upgrades include any changes that involve modifications of permissions related to existing or new components, so you don't have to go through and manually determine user privileges. This is not possible using profiles.
Customizable: Permissions sets allow you to add permissions to a single user, enabling you to customize each individual user's access. Additionally, users can have more than one permission set. This customizable feature is not possible with profiles.
What happens if we continue using profiles instead of transitioning to permission sets?
As we move toward our model of pushing upgrades to orgs, customers who choose not to use permission sets will have to manually apply permissions, field level security, VF page access, and Apex class to their users' profiles. For example, we might push out a release that introduces a dozen new fields and components. If you do not transition to permission sets, you will have to go through each new field and component and manually apply permissions for user profiles.
Although we highly recommend that you incorporate our permission sets, we will not leave you stranded if you choose not to make this this transition. We will show you how to manually change all permissions.
How difficult will it be to transition to permission sets?
This is an easy transition. If your profiles are highly customized, your organization might require some additional configuring to align them with our new permission sets, but we will show you how.
Are profiles pointless now?
No--they are still required by the platform. Permission sets are an enhancement to profiles, allowing you to define a user's permissions down to each individual field.
What if there are permission conflicts between permission sets and profiles?
This will not cause any issue. Permission sets grant permissions. Permission sets do not revoke permissions that are included in a profile but not in a permission set.
If you have a few permissions removed in a profile which are granted in a permission set, the user will have access to those permissions. So permission sets do sometimes grant additional privileges beyond assigned user profiles.
Can we create our own permission sets?
Yes. Navigate to Setup > Manage Users > Permission Sets.
If you decide to create a new permission set, you will have to manually keep that permission set up-to-date for new releases since we cannot update custom permissions sets.
We can only update permission sets that are part of the Litify managed package.
Can we easily transition to permission sets across our entire organization?
Navigate to Setup > Manage Users > Permission Sets.
Permission sets can be set on an individual basis or across entire profiles.
When you click a permission set, you will see the Manage Assignments button that will allow you to assign the permission set to users.
You can build views based on Profile and then mass assign the permission sets that way.