Litify Referral User Permission Set

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

 

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