SETTING SECURITY OPTIONS IN LEGALSUITE

Author:                         Cindy Kruger

Date:                            October 2007

Audience:                    Management

Summary:                    Restricting and allowing access in LegalSuite

CONTENTS:

Ÿ Introduction

Ÿ Step1: Setting up the employee

Ÿ Step2: Setting up the security group

Ÿ Common queries

INTRODUCTION

LegalSuite has a complete security level system that can be setup for your firm’s requirements. Many attorney firms do not want all their users to access the accounting package therefore you can set each user up to a security group which can be modified to suit your firm.

Step 1: SETTING UP THE EMPLOYEE

Go to SETUP on your top toolbar and in the dropdown list select EMPLOYEES:

Fig 1: Setup -Employees

Once the list of Employees appears, Double click on the Employee you wish to change and go to the access tab:

Fig 2: Employee Access

Under the access tab, select the Security setting for this employee.

NOTE – If the SUPERVISOR ACCESS is ticked then this setting overrides any security group

             you select and the employee will have access to everything.

The following options can be found under the Security groups

Accounting ( Default )

Accounting ( Limited )

Desktop & Accounting Access

Desktop ( Default )

Desktop ( Limited )

Once you have selected the security setting for this employee click on

Step 2: SETTING UP THE SECURITY GROUP

Once you have set up your employees, you need to go and make sure that the security group is set up correctly

Go to SETUP on you top toolbar and select the SECURITY LEVELS option:

Fig 3: Setup – Security levels

The following Screen will appear:

Fig 4: Security levels screen

On the Left hand side of this screen, it displays each security group. If you double click on any security group the following screen will appear:

Fig 5: Changing a security group

On this screen, you can set up this security group’s access to balances, business ledgers and financial reports.

Once you have set the security group up, click on

The next step is to allow or deny access to certain procedures for the security group. On the right hand side of the security level screen it shows the procedures.

Highlight the group you would like to modify and all the processes that have a red tick next to them, the user will have access to that procedure. If you do not want the users that fall under that security group to have access rights to that procedure you must then remove the red tick.

Once you have set up all the processes click on

COMMON QUERIES

Often once the security settings have been changed, users will come across messages that inform them that they do not have access rights to certain procedure’s that they need to have access to.

The user will receive messages that read as follows:

If a users receives this message then all you need to do is go to setup security levels and under that users security group mark the procedure  i.e Setup – Employee with a red tick.