The below tables are recommended variations based on the standard Users permission group that comes with your SmartAdvocate System.
Standard Attorney
Title | URL | Group | Access | Access (Closed Cases) | Access (Assigned Cases) |
Insurance Company Report | /SAReports.aspx?reportid=Insurance Company Report/Insurance Company Report | Case Information Reports | Full Access | N/A | N/A |
Employment Report | /SAReports.aspx?reportid=EmploymentReport/EmploymentReport | Case Information Reports | Full Access | N/A | N/A |
Witness Report | /SAReports.aspx?reportid=WitnessReport/WitnessReport | Case Information Reports | Full Access | N/A | N/A |
Negotiation Follow-Up | /Dashboard_SettlementNegotiation.aspx | Dashboards | Full Access | N/A | N/A |
Incident Date/State | /Case_Incident.aspx#Incident | General | Read Add Edit | Read Add Edit | Read Add Edit |
Negotiation/Settlement (Negotiations Panel) | /Negotiation.aspx#Negotiations | General | Full Access | Read Add Edit | Full Access |
Medical Visits Report | /SAReports.aspx?reportid=MedicalVisitsReport/MedicalVisitsReport | Medical Reports | Full Access | N/A | N/A |
Treatment Report | /SAReports.aspx?reportid=TreatmentReport/TreatmentReport | Medical Reports | Full Access | N/A | N/A |
Injury Report | /SAReports.aspx?reportid=InjuryReport/InjuryReport | Medical Reports | Full Access | N/A | N/A |
Medical Records Update Report | /SAReports.aspx?reportid=MedicalRecordsUpdateReport/MedicalRecordsUpdateReport | Medical Reports | Full Access | N/A | N/A |
Attorney File Review Overdue | /DashboardStaffReview.aspx?NoteTypeCriteria=81 | Overdue Dashboards | Read Only | N/A | N/A |
Negotiation Follow-Up | /SAReports.aspx?reportid=NegotiationFollowUp/NegotiationFollowUp | Staff Management Reports | Full Access | N/A | N/A |
Intake Staff
...
Title
...
URL
...
Group
...
Access
...
Access (Closed Cases)
...
Access (Assigned Cases)
...
Statute of Limitations
...
/Dashboard_Sol_V2.aspx
...
Dashboards
...
No Access
...
N/A
...
N/A
...
My Medical Records Requests
...
/Dashboard_ParalegalMedicalRequests.aspx
...
Dashboards
...
No Access
...
N/A
...
N/A
...
Medical Records Requests (internal)
...
/Dashboard_MedicalRequests.aspx?Ext=False
...
Dashboards
...
No Access
...
N/A
...
N/A
...
Medical Records Requests (external)
...
/Dashboard_MedicalRequests.aspx?Ext=True
...
Dashboards
...
No Access
...
N/A
...
N/A
...
Attorneys
...
/Defendant_Attorney.aspx
...
Defendant
...
Read Only
...
Read Only
...
Read Add Edit
...
Defendant Notes
...
/CaseNotesNew.aspx?NoteType=Defendant
...
Defendant
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Defendant UDFs
...
/UDFs.aspx?UDFFor=Defendant
...
Defendant
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Insurance
...
/Defendants_Insurance_Company.aspx
...
Defendant
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Insurance
...
/Plaintiff_Insurance_Company.aspx?Defendant=True
...
Defendant
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary
...
/Defendant.aspx
...
Defendant
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Vehicles
...
/Vehicle.aspx
...
Defendant
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Barcode Generation
...
/CoverGeneration.aspx
...
General
...
Full Access
...
N/A
...
N/A
...
Calendar
...
/CaseCalendar.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Caption
...
/Case_Caption.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Case Billing
...
/Case_Billing.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Case UDF
...
/UDFs.aspx
...
General
...
Full Access
...
Read Only
...
Full Access
...
Client Portal
...
/CaseClientPortal.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Contact Related Add
...
/Contact_RelatedAdd.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Court
...
/Case_Court.aspx
...
General
...
Read Only
...
Read Only
...
Read Only
...
Court Rules
...
/CourtRules.aspx
...
General
...
Read Only
...
Read Only
...
Read Only
...
Critical Comments
...
/Critical_Comments.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Critical Deadlines
...
/Case_SOL.aspx
...
General
...
Read Only
...
Read Only
...
Read Only
...
Disbursements
...
/Case_Disbursement.aspx
...
General
...
Read Add Edit
...
Read Add
...
Read Add Edit
...
Documents
...
/case_documents.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Emails
...
/case_documents.aspx?show=EmailsOnly
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Fees Awarded
...
/FeesAwarded.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Incident
...
/Case_Incident.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Incident Date/State
...
/Case_Incident.aspx#Incident
...
General
...
Read Add
...
Read Only
...
Read Add
...
Investigations
...
/Investigations.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Medical Testing
...
/MedicalTesting.aspx
...
General
...
Read Only
...
Read Only
...
Read Only
...
Negotiation/Settlement
...
/Negotiation.aspx
...
General
...
Read Only
...
Read Only
...
Read Only
...
Negotiation/Settlement (Checks Panel)
...
/Negotiation.aspx#Checks
...
General
...
Read Only
...
Read Only
...
Read Only
...
Negotiation/Settlement (Negotiations Panel)
...
/Negotiation.aspx#Negotiations
...
General
...
Read Only
...
Read Only
...
Read Only
...
Negotiation/Settlement (Settlements Panel)
...
/Negotiation.aspx#Settlements
...
General
...
Read Only
...
Read Only
...
Read Only
...
Notes
...
/CaseNotesNew.aspx
...
General
...
Read Add Edit
...
Read Add Edit
...
Read Add Edit
...
Photograph
...
/Case_Photograph.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Referred Out
...
/RetainerReferral_Out.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Retainer/Referral
...
/Case_Retainer_Referral.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Shared Documents
...
/Case_SharedDocuments.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Shared Forms
...
/Case_SharedForms.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Social Security Disability
...
/SocialSecurityDisability.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary
...
/CaseSummary.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Close Case)
...
/CaseSummary.aspx#CloseCase
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (M1 Status)
...
/CaseSummary.aspx#M1Status
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (M2 Status)
...
/CaseSummary.aspx#M2Status
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (M3 Status)
...
/CaseSummary.aspx#M3Status
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Other Statuses)
...
/CaseSummary.aspx#OtherStatuses
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Staff Panel)
...
/CaseSummary.aspx#Staff
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Status)
...
/CaseSummary.aspx#Status
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Sub Status)
...
/CaseSummary.aspx#SubStatus
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Tags)
...
/CaseSummary.aspx#Tags
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Summary (Value Panel)
...
/CaseSummary.aspx#Value
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Tasks
...
/Case_Tasks.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Timeline
...
/CaseTimeline.aspx
...
General
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Reports
...
Home
...
No Access
...
N/A
...
N/A
...
Map Cases
...
/MapCases.aspx
...
Home
...
No Access
...
N/A
...
N/A
...
Mass Sending Errors
...
/MassSendingErrors.aspx
...
home
...
No Access
...
N/A
...
N/A
...
Appeals
...
/Litigation_Appeals.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Complaints/Answers
...
/Litigation_ComplainAnswers.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Counter Claims/3P
...
/Counter_Claims3P.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Court UDFs
...
/UDFs.aspx?UDFFor=Court
...
Litigation
...
No Access
...
No Access
...
No Access
...
Depositions
...
/Litigation_Deposition.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Discovery
...
/Litigation_Discovery.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Evidence
...
/Evidence.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Expert
...
/Expert_Details.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Expert UDFs
...
/UDFs.aspx?UDFFor=Expert
...
Litigation
...
No Access
...
No Access
...
No Access
...
Hearing
...
/LitigationHearing.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Motions
...
/Litigation_Motion.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Notes
...
/CaseNotesNew.aspx?NoteType=Court
...
Litigation
...
No Access
...
No Access
...
No Access
...
Notes
...
/CaseNotesNew.aspx?NoteType=Expert
...
Litigation
...
No Access
...
No Access
...
No Access
...
Summary
...
/Litigation_Index.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Trial Prep
...
/Litigation_TrialPrep.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
VA Claims
...
/VeteransAffairsClaims.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
Verdict
...
/Verdict.aspx
...
Litigation
...
No Access
...
No Access
...
No Access
...
All Contacts
...
/All_contacts.aspx
...
Other
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
All Insurance
...
/Insurance.aspx
...
Other
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
All Vehicles
...
/Vehicle.aspx?AllParties=true
...
Other
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
ARB/Mediations
...
/ArbitrationMediation.aspx
...
Other
...
No Access
...
No Access
...
No Access
...
Bankruptcy
...
/Bankruptcy.aspx
...
Other
...
Read Add Edit
...
Read Only
...
Read Only
...
Case UDF
...
/UDFs.aspx?UDFFor=Case
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Case Value
...
/CaseValue.aspx
...
Other
...
No Access
...
No Access
...
No Access
...
Custom View Page 1
...
/CustomView.aspx?PageID=1
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Custom View Page 2
...
/CustomView.aspx?PageID=2
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Custom View Page 3
...
/CustomView.aspx?PageID=3
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Custom View Page 4
...
/CustomView.aspx?PageID=4
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Custom View Page 5
...
/CustomView.aspx?PageID=5
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Funding
...
/Funding.aspx
...
Other
...
No Access
...
No Access
...
No Access
...
Integration Page 1
...
/Integration1.aspx
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Integration Page 2
...
/Integration2.aspx
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Integration Page 3
...
/Integration3.aspx
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Integration Page 4
...
/Integration4.aspx
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Integration Page 5
...
/Integration5.aspx
...
Other
...
Full Access
...
Read Only
...
Full Access
...
MDL Cases
...
/MDL.aspx
...
Other
...
No Access
...
No Access
...
No Access
...
Other Cases
...
/OtherCases.aspx
...
Other
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Outstanding Items
...
/Outstanding_Items.aspx
...
Other
...
No Access
...
No Access
...
No Access
...
Time Tracking
...
/Case_TimeTracking.aspx
...
Other
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
UDFs #1
...
/UDFs.aspx?UDFFor=Other1
...
Other
...
Full Access
...
Read Only
...
Full Access
...
UDFs #2
...
/UDFs.aspx?UDFFor=Other2
...
Other
...
Full Access
...
Read Only
...
Full Access
...
UDFs #3
...
/UDFs.aspx?UDFFor=Other3
...
Other
...
Full Access
...
Read Only
...
Full Access
...
UDFs #4
...
/UDFs.aspx?UDFFor=Other4
...
Other
...
Full Access
...
Read Only
...
Full Access
...
UDFs #5
...
/UDFs.aspx?UDFFor=Other5
...
Other
...
Full Access
...
Read Only
...
Full Access
...
Adverse Exams
...
/Medical_Provider_AdverseExam.aspx
...
Plaintiff
...
Read Only
...
Read Only
...
Read Only
...
Attorneys
...
/Plaintiff_Attorney.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Complaints
...
/Plaintiff_Complaint.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Injuries-Prior
...
/Medical_Provider_Priorsubsequentinjuries.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Lien Tracking
...
/Plaintiff_LienTracking.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Medical Chronology
...
/Plaintiff_Medical_Chronology.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Medical Providers
...
/Plaintiff_Medical_Provider.aspx?current=true
...
Plaintiff
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Medical Providers-Prior
...
/Plaintiff_Medical_Provider.aspx?Prior=true
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Other Providers
...
/Medical_Provider_OtherProvider.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Plaintiff Fact Sheet
...
/UDFs.aspx?UDFFor=PFS
...
Plaintiff
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Plaintiff UDFs
...
/UDFs.aspx?UDFFor=Plaintiff
...
Plaintiff
...
Read Add Edit
...
Read Only
...
Read Add Edit
...
Prescriptions
...
/Prescriptions.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Prior Claims
...
/Plaintiff_Prior_claims.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
School/Other Activities
...
/Plaintiff_SchoolAndOtherActivity.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
Special Damages
...
/PlaintiffSpecialDamage.aspx
...
Plaintiff
...
No Access
...
No Access
...
No Access
...
SOL/Critical Deadline Reports
...
Reports
...
No Access
...
N/A
...
As a tool for your use, find below a list of some standard permission groups that can be created within SmartAdvocate. These permission groups should be reviewed to ensure they align with your specific firm’s staff responsibilities, but are a great starting place!
| Child pages (Children Display) |
|---|