How to grant firm members access to the Firm Files and/or Firm Contacts option in Amicus Attorney by CARET

  Security Profiles should not be used to grant firm members access to Files and/or Contacts staff members will be working on.                              

By default, firm members only see Files and Contacts they are assigned to. Within the Preferences of each firm member they can edit who is assigned to New Files or New Contacts when created by that account.
There are situations where a Firm Member, such as an Office Manager or an Administrator, doesn't need to be assigned to Files/Contacts, but requires the ability to access those records to oversee the work.

To allow a Firm Member access to the Firm Files and\or Firm Contacts option, they must be assigned to a Security Profile that provides access.

1. Log into Amicus Attorney by CARET as an Administrator.

2. Select the Office module > Administration > Security Profiles.
   
    

3. Using the Profile dropdown select the Security profile that provides the user both the correct View and Action. If the current Security Profiles don't offer the View or Actions required, firms can create their own custom Security Profile.
   
    

4. To add a firm member to an existing Security Profile, select the profile then select the blue person icon at the bottom left, and add the user to the Current Selection column on the right.
   
   
   Alternately go to User Management and double click the firm member's account. Once opened select the Admin... button on the bottom left.  Select the dropdown on the right of the Security Profile to set the required profile.
   
    

5. The Security Profile will take affect the next time the user logs into Amicus Attorney by CARET.