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