9 articles
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...
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...
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...
Overview Invoice Finalising Controls allow firms to separate invoice approval from invoice posting. Historically, users with Standard Billing permissions could approve, finalise, and unfinalise ...
Overview User roles and permissions control what features and actions a user can access. Roles and permissions are managed through the Employee record in the Directory. Permissions determine wha...
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...
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 ...
Overview Matter Permissions allow you to control who can access a matter. All new matters are created with Open Access by default, meaning they are visible to all users within the firm. If a ma...
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...