Intake Staff Standardized Permissions
- SmartAdvocate Training Team
The below tables is a recommended variation based on the standard Users permission group that comes with your SmartAdvocate System.
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 | N/A |
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.