Use this permission set for system administrators or other users who need access to the entire Litify platform. 

Users with this permission set have comprehensive access to custom objects, Litify Actions, and tabs. 

Tabs

This permission set grants access to the Questionnaire Toolkit and All Tasks tab. 

Object Settings

Object or Tab Name

Object Permissions

Tab Settings

Parties

Read, Create, Edit, Delete, View All, Modify All

--

Bank Accounts

Read, Edit, Delete, View All, Modify All

--

Bills

Read, Create, Edit, Delete, View All, Modify All

--

Case Qualify Criteria

Read, Create, Edit, Delete, View All, Modify All

Visible

Case Types

Read, Create, Edit, Delete, View All, Modify All

Visible

Contacts

Read, Create, Edit, Delete, View All, Modify All

--

Default Matter Tasks

Read, Create, Edit, Delete, View All, Modify All

--

Default Matter Teams

Read, Create, Edit, Delete, View All, Modify All

Visible

Dice Logs

Read, Create, Edit, Delete, View All, Modify All

Visible

Dice Queues

Read, Create, Edit, Delete, View All, Modify All

Visible

Expenses

Read, Create, Edit, Delete, View All, Modify All

--

Expense Types

Read, Create, Edit, Delete, View All, Modify All

--

Firm Case Type

Read, Create, Edit, Delete, View All, Modify All

--

Firms

Read, Create, Edit, Delete, View All, Modify All

Visible

Intakes

Read, Create, Edit, Delete, View All, Modify All

Visible

Lineup Members

Read, Create, Edit, Delete, View All, Modify All

--

Litify.com Setup

--

Visible

Litify Docs

Read, Create, Edit, Delete, View All, Modify All

Visible

Logs

Read, Create, Edit, Delete, View All, Modify All

Visible

Matter Plans

Read, Create, Edit, Delete, View All, Modify All

Visible

Matters

Read, Create, Edit, Delete, View All, Modify All

Visible

Matter Stages

Read, Create, Edit, Delete, View All, Modify All

--

Matter Stage Switches

Read, Create, Edit, Delete, View All, Modify All

--

Matter Team Members

Read, Create, Edit, Delete, View All, Modify All

--

Matter Team Roles

Read, Create, Edit, Delete, View All, Modify All

Visible

Practice Areas

Read, Create, Edit, Delete, View All, Modify All

--

Question Answers

Read, Create, Edit, Delete, View All, Modify All

Visible

Questionnaire Toolkit

--

Visible

Questionnaire Output

Read, Create, Edit, Delete, View All, Modify All

Visible

Questionnaires

Read, Create, Edit, Delete, View All, Modify All

Visible

Questions

Read, Create, Edit, Delete, View All, Modify All

Visible

Referrals

Read, Create, Edit, Delete, View All, Modify All

Visible

Referral Transactions

Read, Create, Edit, Delete, View All, Modify All

--

Retainers

Read, Create, Edit, Delete, View All, Modify All

--

Setup page

--

Visible

Sources

Read, Create, Edit, Delete, View All, Modify All

Visible

Stages

Read, Create, Edit, Delete, View All, Modify All

--

Statute Of Limitations

Read, Create, Edit, Delete, View All, Modify All

Visible

Task Types

Read, Create, Edit, Delete, View All, Modify All

Visible

Time Entries

Read, Create, Edit, Delete, View All, Modify All

--

Litify Actions

This permission set grants users access to all Litify Actions

 

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