Concurrent Licensing
Overview Concurrent licensing ensures that a firm can control how many users are logged into the system at the same time while maintaining flexibility for licence management. A concurrent licen...
User Management
8 articles
Setting Up Job Titles
Overview Job titles define how employees are identified within the system. While they do not control system permissions, they play an important role in the billing structure. Each user is assign...
Setting up Teams
Overview Teams are used to group users for the purposes of access control, reporting, and role management. They play a key role in: Controlling access to matters Structuring performance repor...
Updating User's Roles and Permissions
Overview User roles and permissions control what features and actions a user can access. Changes to roles or permissions are managed via the Employee record in the Directory. Permissions determi...
Assigning User Roles and Permissions - User Guide
Overview User roles and permissions determine what features and functionality a user can access within the system. Depending on the level of access required, a user may need to be assigned one o...
Matter Team Permissions
Overview In Efimis, matters can be restricted to certain teams. This ensures that only designated team members or specific users can access sensitive matter information. This guide explains how ...
Managing Matter-Based Access Permissions
Overview To restrict or manage access to a matter, permissions must be updated at the matter level: Teams with general access can be restricted Specific users can be granted explicit Read/...
Roles & Permissions - User Access Management
Overview The Roles and Permissions framework controls what users can see and do within the system Each user must have at least one system role, which determines access to features, financial fu...