Use this permission set for users who work primarily in Litify Matters.
Users with this permission setting have comprehensive access to the Parties and Matters objects. They are also able to read and view other objects.
Object Settings
|
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 |
-- |
|
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 |
-- |
|
D&B Companies |
No Access |
-- |
-- |
|
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 Items |
-- |
7 |
-- |
|
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 |
Read, Create, Edit, Delete, View All, Modify All |
8 |
-- |
|
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, Edit, View All |
79 |
Visible |
|
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 |
-- |
|
Order Products |
-- |
15 |
-- |
|
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, View All |
49 |
-- |
|
Referral Transactions |
Read, 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, Create, Edit, Delete, View All |
8 |
-- |
|
Statute Of Limitations |
Read, View All |
9 |
Visible |
|
Tasks |
-- |
28 |
-- |
|
Task Types |
Read, View All |
8 |
Visible |
|
Time Entries |
Read, View All |
17 |
-- |
Litify Actions
- Litify Action Close Matter Permission
- Litify Action Notify LRN Permission
- Litify Action Reopen Permission
- Litify Action Settle Permission
- Litify Actions Lost Permission
- Litify Action Turn Down Active Permission
- Litify Action Won Permission
