Manage Users and Permissions

Managing Roles

Understanding Roles

As part of the standard system you get a set list of roles already added in the system categorized in 3 groups:

1. System User
   • System user can be a user who will not have access to any of the client data and only have access to masters and configuration settings. The users under this role are primarily IT Admins
2. Internal
   • Internal user can be any user who accesses the system on a daily basis within the organization. Such users are further categorized in 4 types namely
     1. Court Clerks - Can have secretaries to delegate work and mainly get access based on the Case Type of a Case. While mapping the user access, admin can either map selected Case types to a Role or auto map the user to have access to all Case Types.
     2. Secretaries - Users in such role type can be mapped to other users to become their secretaries. Example, a secretary can be mapped to 2 different lawyers to have access to all the cases that those 2 lawyers are managing
     3. Lawyers - Lawyers primarily get access to the cases based on the location. Any lawyer user can only be selected as "Responsible Lawyer" only if the lawyer is mapped to handle the cases of a specific location. Same like court clerks, lawyers can also be mapped to selected locations or auto mapped to all locations depending on the requirement  
     4. Accountants - Accountants usually get access to specific modules within the system but the access can be elevated by the Admins.
3. External
   • External user as the name suggest is the user who accesses the system outside the organization. Such users are categorized in 2 types namely
     • Clients - Client users can be mapped to one or more clients in the system and granted access to the cases of those clients only.
     • Judicial Assistants - Judicial Assistants are external lawyers or experts who can be granted access to selected cases as per the mappings.

Granting menu permissions to Roles

From the Existing Roles page, find the permissions icon towards the right end of the Roles list. Click to see the whole list of menu and other controls to set the permissions.

   Confirm your changes by pressing the "Submit" button at the bottom of the page.

Setting up a new User

As we have understood how the Roles in the system works, we will now understand how to manage users and map them accordingly.

You will have 2 options to add the new users:

1. Bulk Upload (The option might be visible only in selected packages) - Look for the icon shown below
2. Option to add user one by one - Look for the icon shown below 

Once you click on the icon to add a new user, you will see the following screen 

User Action Items

You can perform multiple actions from the Existing Users list

Other User Configurations

You can change the role of any user by clicking "Edit" from the User action items

"Master Settings" -> "User Registration" -> "Edit"

User Mappings (For Cases Access)

In case, you have not selected "Auto Mapping" while registering a user, you may manually set the mappings from

"Master Settings" -> "User Mappings" 

Note: We recommend to user Auto Mapping unless necessary.