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The below tables is a recommended variation based on the standard Administrators permission group that comes with your SmartAdvocate System.

Title

URL

Group

Access

Access (Closed Cases)

Access (Assigned Cases)

Accounting

/SaRx/Accounting.aspx

Accounting

No Access

N/A

N/A

Accounting Integration

/AccountingIntegration.aspx

Accounting

No Access

N/A

N/A

Chart of Accounts

/ChartOfAccounts.aspx

Admin

No Access

N/A

N/A

Automated Procedure Management

/AutomationCampaigns.aspx

Admin

No Access

N/A

N/A

Case Type

/CaseType.aspx

Admin

No Access

N/A

N/A

Client Portal Administration

/ClientPortalAdmin.aspx

Admin

No Access

N/A

N/A

Advertisement Campaigns

/AdvertisementCampaign.aspx

Admin

No Access

N/A

N/A

User Preferences

/UserPreference.aspx

Admin

No Access

N/A

N/A

Email/Note Templates

/EmailTemplates.aspx

Admin

No Access

N/A

N/A

Refer-Out Rules

/ReferOutRules.aspx

Admin

No Access

N/A

N/A

Status Setup

/StatusSetUp.aspx

Admin

No Access

N/A

N/A

Notifications Setup

/NotificationsSetup.aspx

Admin

No Access

N/A

N/A

Dashboard(Old)

/Dashboard_Sols.aspx

Admin

No Access

N/A

N/A

Picklist Maintenance

/PickList.aspx

Admin

No Access

N/A

N/A

Dashboard Teams

/TeamManagement.aspx

Admin

No Access

N/A

N/A

Template Editor

javascript:var w=window.open("Template_Editor.aspx","editor");

Admin

No Access

N/A

N/A

Task Groups

/TaskGroupManagement.aspx

Admin

No Access

N/A

N/A

Users

/UserMaintenance.aspx

Admin

No Access

N/A

N/A

Quick Injury

/QuickInjuryManagement.aspx

Admin

No Access

N/A

N/A

Text Message Templates

/TemplateEditForm.aspx

Admin

No Access

N/A

N/A

Template Pages Configuration

/TemplatePagesConfig.aspx

Admin

No Access

N/A

N/A

WorkPlans

Admin

No Access

N/A

N/A

User Permission Groups

/PagesInRoles.aspx

Admin

No Access

N/A

N/A

Document Templates

/TemplateManagement.aspx

Admin

No Access

N/A

N/A

Task Templates

/TaskTemplateManagement.aspx

Admin

No Access

N/A

N/A

Case Menu Configurator

/CaseMenuConfigurator.aspx

Admin

No Access

N/A

N/A

System Parameters (Internal)

/AdminInternalParams.aspx

Admin

No Access

N/A

N/A

Change Password

/Change_Password.aspx

Admin

No Access

N/A

N/A

Medical Record Request Types

/MedicalRecordType.aspx

Admin

No Access

N/A

N/A

Retainer Staff

/RetainerStaffManagement.aspx

Admin

No Access

N/A

N/A

System Parameters

/AdminParams.aspx

Admin

No Access

N/A

N/A

UDF Editor

/UDFManagement.aspx

Admin

No Access

N/A

N/A

Stages Setup

/StagesSetUp.aspx

Admin

No Access

N/A

N/A

Dashboard Designer

/CustomDashboards.aspx?Mode=Designer

Dashboards

No Access

N/A

N/A

Financial Dashboards

Dashboards

No Access

N/A

N/A

Advertisement Campaigns

/Dashboard_AdvertisementCampaigns.aspx

Financial Dashboards

No Access

N/A

N/A

Money In Trust Account

/SAReports.aspx?reportid=MoneyInTrustAccountReport/MoneyInTrustAccountReport

Financial Reports

No Access

N/A

N/A

Fees Outstanding

/SAReports.aspx?reportid=FeeOutStanding/FeesOutstanding

Financial Reports

No Access

N/A

N/A

Checks Audit Trail Report

/SAReports.aspx?reportid=ChecksAuditTrailReport/ChecksAuditTrailReport

Financial Reports

No Access

N/A

N/A

Fees Deposited

/SAReports.aspx?reportid=FeeDepositReport/FeesDepositedReport

Financial Reports

No Access

N/A

N/A

QuickBooks Disbursements Report

/SAReports.aspx?reportid=QBDisbursements/QuickBooksDisbursements

Financial Reports

No Access

N/A

N/A

Advertisement Campaigns Summary Report

/SAReports.aspx?reportid=AdvertisementReport/AdvertisementSummaryReport

Financial Reports

No Access

N/A

N/A

Lead/Case Cost Report Per Campaign

/SAReports.aspx?reportid=LeadCaseCostReport/LeadCaseCostReport

Financial Reports

No Access

N/A

N/A

Tip of the week Admin

/TipOfTheWeekAdmin.aspx

Help

No Access

N/A

N/A

Project Details

/Project_Details.aspx

Home

No Access

N/A

N/A

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