Super User Standardized Permissions
- SmartAdvocate Training Team
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) |
Email/Note Templates | /EmailTemplates.aspx | Admin | Full Access | N/A | N/A |
Template Editor | javascript:var w=window.open("Template_Editor.aspx","editor"); | Admin | Full Access | N/A | N/A |
Task Groups | /TaskGroupManagement.aspx | Admin | Full Access | N/A | N/A |
Text Message Templates | /TemplateEditForm.aspx | Admin | Full Access | N/A | N/A |
Document Templates | /TemplateManagement.aspx | Admin | Full Access | N/A | N/A |
Task Templates | /TaskTemplateManagement.aspx | Admin | Full Access | N/A | N/A |
UDF Editor | /UDFManagement.aspx | Admin | Full Access | N/A | N/A |
Attorneys | /Defendant_Attorney.aspx | Defendant | Full Access | Full Access | Full Access |
Defendant Notes | /CaseNotesNew.aspx?NoteType=Defendant | Defendant | Full Access | Full Access | Full Access |
Defendant UDFs | /UDFs.aspx?UDFFor=Defendant | Defendant | Full Access | Full Access | Full Access |
Insurance | /Defendants_Insurance_Company.aspx | Defendant | Full Access | Full Access | Full Access |
Insurance | /Plaintiff_Insurance_Company.aspx?Defendant=True | Defendant | Full Access | Full Access | Full Access |
Summary | /Defendant.aspx | Defendant | Full Access | Full Access | Full Access |
Vehicles | /Vehicle.aspx | Defendant | Full Access | Full Access | Full Access |
Barcode Generation | /CoverGeneration.aspx | General | Full Access | N/A | N/A |
Calendar | /CaseCalendar.aspx | General | Full Access | Full Access | Full Access |
Caption | /Case_Caption.aspx | General | Full Access | Full Access | Full Access |
Case Billing | /Case_Billing.aspx | General | Full Access | Full Access | Full Access |
Case UDF | /UDFs.aspx | General | Full Access | Full Access | Full Access |
Client Portal | /CaseClientPortal.aspx | General | Full Access | Full Access | Full Access |
Contact Related Add | /Contact_RelatedAdd.aspx | General | Full Access | Full Access | Full Access |
Court | /Case_Court.aspx | General | Full Access | Full Access | Full Access |
Court Rules | /CourtRules.aspx | General | Full Access | Full Access | Full Access |
Critical Comments | /Critical_Comments.aspx | General | Full Access | Full Access | Full Access |
Critical Deadlines | /Case_SOL.aspx | General | Full Access | Full Access | Full Access |
Disbursements | /Case_Disbursement.aspx | General | Full Access | Full Access | Full Access |
Documents | /case_documents.aspx | General | Full Access | Full Access | Full Access |
Emails | /case_documents.aspx?show=EmailsOnly | General | Full Access | Full Access | Full Access |
Fees Awarded | /FeesAwarded.aspx | General | Full Access | Full Access | Full Access |
Incident | /Case_Incident.aspx | General | Full Access | Full Access | Full Access |
Incident Date/State | /Case_Incident.aspx#Incident | General | Full Access | Full Access | Full Access |
Investigations | /Investigations.aspx | General | Full Access | Full Access | Full Access |
Medical Testing | /MedicalTesting.aspx | General | Full Access | Full Access | Full Access |
Negotiation/Settlement | /Negotiation.aspx | General | Full Access | Full Access | Full Access |
Negotiation/Settlement (Checks Panel) | /Negotiation.aspx#Checks | General | Full Access | Full Access | Full Access |
Negotiation/Settlement (Negotiations Panel) | /Negotiation.aspx#Negotiations | General | Full Access | Full Access | Full Access |
Negotiation/Settlement (Settlements Panel) | /Negotiation.aspx#Settlements | General | Full Access | Full Access | Full Access |
Notes | /CaseNotesNew.aspx | General | Full Access | Full Access | Full Access |
Photograph | /Case_Photograph.aspx | General | Full Access | Full Access | Full Access |
Referred Out | /RetainerReferral_Out.aspx | General | Full Access | Full Access | Full Access |
Retainer/Referral | /Case_Retainer_Referral.aspx | General | Full Access | Full Access | Full Access |
Shared Documents | /Case_SharedDocuments.aspx | General | Full Access | Full Access | Full Access |
Shared Forms | /Case_SharedForms.aspx | General | Full Access | Full Access | Full Access |
Social Security Disability | /SocialSecurityDisability.aspx | General | Full Access | Full Access | Full Access |
Summary | /CaseSummary.aspx | General | Full Access | Full Access | Full Access |
Summary (Close Case) | /CaseSummary.aspx#CloseCase | General | Full Access | Full Access | Full Access |
Summary (M1 Status) | /CaseSummary.aspx#M1Status | General | Full Access | Full Access | Full Access |
Summary (M2 Status) | /CaseSummary.aspx#M2Status | General | Full Access | Full Access | Full Access |
Summary (M3 Status) | /CaseSummary.aspx#M3Status | General | Full Access | Full Access | Full Access |
Summary (Other Statuses) | /CaseSummary.aspx#OtherStatuses | General | Full Access | Full Access | Full Access |
Summary (Staff Panel) | /CaseSummary.aspx#Staff | General | Full Access | Full Access | Full Access |
Summary (Status) | /CaseSummary.aspx#Status | General | Full Access | Full Access | Full Access |
Summary (Sub Status) | /CaseSummary.aspx#SubStatus | General | Full Access | Full Access | Full Access |
Summary (Tags) | /CaseSummary.aspx#Tags | General | Full Access | Full Access | Full Access |
Summary (Value Panel) | /CaseSummary.aspx#Value | General | Full Access | Full Access | Full Access |
Tasks | /Case_Tasks.aspx | General | Full Access | Full Access | Full Access |
Timeline | /CaseTimeline.aspx | General | Full Access | Full Access | Full Access |
Appeals | /Litigation_Appeals.aspx | Litigation | Full Access | Full Access | Full Access |
Complaints/Answers | /Litigation_ComplainAnswers.aspx | Litigation | Full Access | Full Access | Full Access |
Counter Claims/3P | /Counter_Claims3P.aspx | Litigation | Full Access | Full Access | Full Access |
Court UDFs | /UDFs.aspx?UDFFor=Court | Litigation | Full Access | Full Access | Full Access |
Depositions | /Litigation_Deposition.aspx | Litigation | Full Access | Full Access | Full Access |
Discovery | /Litigation_Discovery.aspx | Litigation | Full Access | Full Access | Full Access |
Evidence | /Evidence.aspx | Litigation | Full Access | Full Access | Full Access |
Expert | /Expert_Details.aspx | Litigation | Full Access | Full Access | Full Access |
Expert UDFs | /UDFs.aspx?UDFFor=Expert | Litigation | Full Access | Full Access | Full Access |
Hearing | /LitigationHearing.aspx | Litigation | Full Access | Full Access | Full Access |
Motions | /Litigation_Motion.aspx | Litigation | Full Access | Full Access | Full Access |
Notes | /CaseNotesNew.aspx?NoteType=Court | Litigation | Full Access | Full Access | Full Access |
Notes | /CaseNotesNew.aspx?NoteType=Expert | Litigation | Full Access | Full Access | Full Access |
Summary | /Litigation_Index.aspx | Litigation | Full Access | Full Access | Full Access |
Trial Prep | /Litigation_TrialPrep.aspx | Litigation | Full Access | Full Access | Full Access |
VA Claims | /VeteransAffairsClaims.aspx | Litigation | Full Access | Full Access | Full Access |
Verdict | /Verdict.aspx | Litigation | Full Access | Full Access | Full Access |
Adverse Exams | /Medical_Provider_AdverseExam.aspx | Plaintiff | Full Access | Full Access | Full Access |
Attorneys | /Plaintiff_Attorney.aspx | Plaintiff | Full Access | Full Access | Full Access |
Complaints | /Plaintiff_Complaint.aspx | Plaintiff | Full Access | Full Access | Full Access |
Employment | /Plaintiff_Employment.aspx | Plaintiff | Full Access | Full Access | Full Access |
Injuries | /Case_Injury.aspx | Plaintiff | Full Access | Full Access | Full Access |
Injuries-Prior | /Medical_Provider_Priorsubsequentinjuries.aspx | Plaintiff | Full Access | Full Access | Full Access |
Insurance | /Plaintiff_Insurance_Company.aspx | Plaintiff | Full Access | Full Access | Full Access |
Lien Tracking | /Plaintiff_LienTracking.aspx | Plaintiff | Full Access | Full Access | Full Access |
Medical Chronology | /Plaintiff_Medical_Chronology.aspx | Plaintiff | Full Access | Full Access | Full Access |
Medical Providers | /Plaintiff_Medical_Provider.aspx?current=true | Plaintiff | Full Access | Full Access | Full Access |
Medical Providers-Prior | /Plaintiff_Medical_Provider.aspx?Prior=true | Plaintiff | Full Access | Full Access | Full Access |
Other Providers | /Medical_Provider_OtherProvider.aspx | Plaintiff | Full Access | Full Access | Full Access |
Plaintiff Fact Sheet | /UDFs.aspx?UDFFor=PFS | Plaintiff | Full Access | Full Access | Full Access |
Plaintiff UDFs | /UDFs.aspx?UDFFor=Plaintiff | Plaintiff | Full Access | Full Access | Full Access |
Prescriptions | /Prescriptions.aspx | Plaintiff | Full Access | Full Access | Full Access |
Prior Claims | /Plaintiff_Prior_claims.aspx | Plaintiff | Full Access | Full Access | Full Access |
School/Other Activities | /Plaintiff_SchoolAndOtherActivity.aspx | Plaintiff | Full Access | Full Access | Full Access |
Special Damages | /PlaintiffSpecialDamage.aspx | Plaintiff | Full Access | Full Access | Full Access |
Summary | /Case_Plaintiff.aspx | Plaintiff | Full Access | Full Access | Full Access |
Vehicles | /Vehicle.aspx?plaintiff=true | Plaintiff | Full Access | Full Access | Full Access |
Codicil Information | /Surrogate_WillInformation.aspx?CodicilInformation=C | Surrogate | Full Access | Full Access | Full Access |
Death Compromise | /DeathCompromise.aspx | Surrogate | Full Access | Full Access | Full Access |
Death Compromise Dist. | /DCDistribution.aspx | Surrogate | Full Access | Full Access | Full Access |
Decedent Information | /SurrogateDecedentInformation.aspx | Surrogate | Full Access | Full Access | Full Access |
Distributees/Others | /Surrogate_Distributees.aspx | Surrogate | Full Access | Full Access | Full Access |
Letter of Administration | /Surrogate_Letter_Of_Admin.aspx | Surrogate | Full Access | Full Access | Full Access |
Will Information | /Surrogate_WillInformation.aspx | Surrogate | Full Access | Full Access | Full Access |
UDF Export | /UDF_Export.aspx | Tools | Full Access | N/A | N/A |
Unassigned Documents | /Document_Scanning.aspx?un_mode=1 | Tools | Full Access | N/A | N/A |
Copy/Merge Cases | /CopyAndMergeCases.aspx | Tools | Full Access | N/A | N/A |
Mass Contact Import | /MassContactImport.aspx | Tools | Full Access | N/A | N/A |
Import/Export Cases | /ImportCase.aspx |
| Full Access | N/A | N/A |
Import Case/Contact | /ImportCaseContacts.aspx |
| 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.