Tip #224 - How to Change User Permission to “Disable” Menu TabsThat Are Not Used

One of the many useful functions of SmartAdvocate is that it was developed to be compatible and beneficial to any firm of any size and in any practice area. This also means that your firm may not practice in an area where you need ALL the tabs available on the upper tool bar. The “Project Details” tab is one example. This is generally used by those firms that practice in the Mass Tort area. Project Details allows the firm to configure the system to list items like: Target Injuries, Intake Issues, Label Changes, etc., (for Drug, Medical Devices, Product, Class Action and Other Mass Tort matters). This feature allows the staff to review these items quickly and easily in one convenient place.

However, if your firm does not handle Mass Tort type matters, you probably do not need or want this tab (and Page) to be visible in SmartAdvocate. You can “remove” the tab by configuring the User Permission settings.

Here’s How:

1. Go to Admin >> User Permission Groups

    

    

   Open

   

2. Select a group you want to work with and click the edit button (“pencil”) on the far right

    

    

3. Filter for “Project Details” (in this example) in the Title Column (on the left)

    

    

4. Change the Access Level to “No Access” and then click the “Save” button in the bottom right corner of the dialog box to save your changes

Repeat steps 2 through 4 to make the changes for the other Permission Groups (e.g., Paralegals, Attorneys, etc.) as needed.