Setting general user permissions

Although the rights and permissions for accessing Legal Enterprise and its resources are set at group-level, some specific settings must still be set at user-level. These include a number of general user permissions such as, which fee earner a user works for.

To set general user permissions:

1. In the User security screen, select the desired user.

2. Click the General tab.

3. Set the following permissions:

• Licence status. Indicates whether the selected user is licensed to use Legal Enterprise or not. By default all users are unlicensed, however, the options for licence status are Unlicensed, Licensed and Revoked. Unlicensed is the default, Licensed authorises access to the software and Revoked denies access.

• Simple error messages. (Advanced Use Only) Indicates that simple system messages should be displayed for errors, warnings, information and standard messages, i.e. without any technical information used for diagnostic purposes by Advanced.

• View desktop messages. Indicates whether desktop notifications are displayed for the selected user when they log in and/or out.

• User level (home page). Specifies a default page, for this user, that is launched each time they log on to Legal Enterprise. This is useful for automatically redirecting them to specific pages or websites. The page can be any system or user page in the software, including any user pages that contain a link to a website or URL (i.e. a Web Page object See Adding Web Page objects). If a home page is not specified, then the user will be redirected to the last page they visited. For more details, refer to Setting default home pages.

• Do not use home page. Specifies that a home page is not to be used at user level. This overrides home pages set at system, group, or user level and displays the last page visited.

• Fee earner. Fee earner associated with user, i.e. the fee earner the user works for.

• Is fee earner. Flags that the user is a fee earner.

• Override matter restrictions. Specifies that when the selected user runs reports all matters are included, irrespective of any restricted matter settings (i.e. those to which they do not have permission). This is particularly useful for allowing users who produce management reports to output every matter.

• To clear any changes made, click Reset.

• To cancel the process, click Cancel.

4. Click Save to add the permissions.

• To remove a user from the general permissions, highlight them and click Delete.

• To copy a user's settings, highlight them, click Copy, amend and then Save.