Attorney 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) |
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 |
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.