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.
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 |
-- |
|
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 |
-- |
Litify Action Permissions
- Litify Action Accept Permission
- Litify Action Convert to Intake Permission
- Litify Action Decline Permission
- Litify Action Give Up Permission
- Litify Action Send Again Permission
- Litify Action Send To Firm Permission
