TeamConnect® Legal Matter Management 3.4 comes with five user groups with the following sets of pre-configured rights based on their job responsibilities within a legal department:
Pre-configured user group rights
User group |
Rights |
CSM Admin |
Members of the CSM Admin group have no Admin, User, or category rights. They have rights only to the following: •CSM Settings object and its embedded objects •Activity Code Authorization object •Expense Code Authorization object •Invoice Payment object •Payment Field Mapping object •Synchronization History object •Task Code Authorization object •Timekeeper object •Vendor object and its embedded objects •Vendor Timekeeper Classification Contact Mgmt object •Invoice Validation Rule Setting tool •Xml Worksheet tool |
Dispute Attorney |
Members of the Dispute Attorney group have no Admin rights. They have rights only to the following: •All User Rights Caution: "All User Rights" includes the Account object. •Dispute object, and its embedded objects •Advice & Counsel object •Cost Center object and its embedded object •Category rights to some Line Item categories •Time Entry Tool tool Note: The contact's default Category needs to be set to Internal (or the current Time Entry Setting, General tab, Timekeeper Category value). |
Legal Administrator |
Members of the Legal Administrator group have no Admin rights. They have rights only to the Dispute object, its related and embedded objects, and to the following: •All User Rights Caution: "All User Rights" includes the Account object. •Advice & Counsel object •Cost Center object and its embedded object •Dispute object and its embedded objects •Time Entry Setting object and its embedded objects •Time Period object •Transaction object and its embedded objects •Category rights to some Line Item categories •DeleteAllRecords tool •Import Design tool •Legal Preferences tool •Reassign Work tool •Time Entry Tool tool Note: The contact's default Category needs to be set to Internal (or the current Time Entry Setting, General tab, Timekeeper Category value). •Xml Worksheet tool |
Paralegal |
Members of the Paralegal group have no Admin rights. They have rights only to the following: •All User Rights Caution: "All User Rights" includes the Account object. •Dispute object and its embedded objects •Advice & Counsel object •Cost Center object and its embedded object •Transaction object, and its embedded objects •Category rights to some Line Item categories •Time Entry Tool tool Note: The contact's default Category needs to be set to Internal (or the current Time Entry Setting, General tab, Timekeeper Category value). |
Reporting |
Members of this group can view the Reports home page. This user group has no Admin, User, Category or Tool rights. |
SOP Admin |
Members of the SOP Admin group have no Admin, User, or Category rights. They have rights only to the following: •SOP Settings object: oProject, Read oProject, Update oProject, All Categories, Read oProject, All Categories, Create oProject, All Custom Fields, Read oProject, All Custom Fields, Update •Retrieval Log object •Map Service Of Process tool |
SOP Process Manager |
Members of the SOP Process Manager group have no Admin, Category, or Tool rights. They have rights only to the following: •SOP Settings object: oProject, Read oProject, Update oProject, All Categories, Read oProject, All Categories, Create oProject, All Custom Fields, Read oProject, All Custom Fields, Update •Consolidated Case Info object •Retrieval Log object: oProject, Read oProject, All Categories, Read oProject, All Categories, Create oProject, All Custom Fields, Read oProject, All Custom Fields, Update •Service object •Service Of Process - CSC object •Service Of Process - CT object •SOP Note object •Contact, Read •Document, Read •Document, All Categories, Read |
Transaction Attorney |
Members of the Transaction Attorney group have no Admin. They have rights only to the following: •All User Rights Caution: "All User Rights" includes the Account object. •Advice & Counsel object •Cost Center object and its embedded object •Transaction object, and its embedded objects •Category rights to some Line Item categories •Time Entry Tool tool Note: The contact's default Category needs to be set to Internal (or the current Time Entry Setting, General tab, Timekeeper Category value). |
Because users should not alter TeamConnect® Legal Matter Management's automated accounts, you should restrict user access to the Account object. Many rules and wizards depend on the standard configuration.
