Use this permission set for users who work primarily in Litify Intakes. Users with this permission setting have comprehensive access to the intakes objects. They are also able to view other objects.
Note: Grant access to to Parties/Accounts and Roles with profiles.
Object Settings
|
Object Name |
Object Permissions |
Total Fields |
Tab Settings |
|
Parties |
No Access |
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 Sets |
No Access |
7 |
-- |
|
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, Create, Edit, 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 |
Read, Create, Edit, View All |
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 |
-- |
|
Order Products |
-- |
15 |
-- |
|
Orders |
No Access |
32 |
-- |
|
Party Junctions |
No Access |
6 |
-- |
|
Performance Cycles |
No Access |
11 |
-- |
|
Practice Areas |
Read, View All |
4 |
-- |
|
Price Book Entries |
-- |
9 |
-- |
|
Price Books |
No Access |
6 |
-- |
|
Products |
No Access |
11 |
-- |
|
Push Topics |
No Access |
-- |
-- |
|
Question Answers |
Read, Create, Edit, View All |
13 |
Visible |
|
Questionnaire Answers Saved |
No Access |
-- |
-- |
|
Questionnaire Output |
Read, Create, Edit, View All |
11 |
Visible |
|
Questionnaires |
Read, View All |
9 |
Visible |
|
Questions |
Read, View All |
9 |
Visible |
|
Referrals |
Read, View All |
49 |
-- |
|
Referral Transactions |
Read, View All |
20 |
-- |
|
Retainers |
No Access |
9 |
-- |
|
Roles |
No Access |
16 |
-- |
|
Social Personas |
-- |
9 |
-- |
|
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 Actions
- Litify Action Convert To Referral Permission
- Litify Action Sign Up Permission
- Litify Action Turn Down Pending Permission
