Rights for End-Users
This appendix provides reference tables with information on how to assign rights to groups of end users. These rights involve access to a given TeamConnect record type, along with the appropriate pages and features associated with this type. You may access these features using the View menu in the Record Rights list page.
You can only assign rights at the group level and not specifically to users. Any user who is a member of a given group inherits all the rights assigned to that group.
How To Use This Reference:
Each table contains the following information:
- Name of the right you may assign to a group
- Description of the operations this right allows a group to do
- Prerequisite rights a group needs in order to have this right (if applicable)
- TeamConnect pages that these rights enable a group to view
For information about rights that apply to administrator-type users, see Rights for Administrators.
For information about rights that apply to solution developer-type users, see Rights for Solution Developers.
Rights to System Records
You may assign rights to the following system record types, listed in the View menu, to do primary operations in TeamConnect:
- Account
- Appointment
- Contact
- Document
- Expense
- History
- Invoice
- Task
Rights to Custom Records
TeamConnect allows system designers to create custom records. For TeamConnect, custom records are referred to in this guide as Projects. For Matter Management, custom records are referred to in this guide as Matters. After a project or matter has been created, its name will appear in a group record's Record Rights page, View drop-down list.
TeamConnect Legal Records
A few custom record (matter) types are included with TeamConnect Legal.
- Advice and Counsel
- Cost Center
- Dispute
- Transaction
Note: Record rights associated with Advice and Counsel, Cost Center, Dispute, Transaction records can be found in the Project/Matter Rights and Project/Matter Involved Rights.
Rights to TeamConnect Areas or Features
Utility operations allow group members to do specific operations with TeamConnect record types. You may assign rights to do these operations, using the following options listed in the View menu:
- Preferences
- Record Locking
- Scheduled Actions
- Search Settings
The following table provides links to detailed documentation for the various components referenced in this article/topic.
| Components | Description |
|---|---|
| System Record Rights |
This section lists and explains the rights that can be assigned to system record types in TeamConnect, helping administrators manage access and permissions effectively. |
| TeamConnect Features and Areas |
This article provides information about user preferences and the associated rights, outlining how users can customize settings and the permissions tied to these preferences in TeamConnect. |
| Custom Record Rights |
This section explains the standard rights assigned to custom records, such as projects (in TeamConnect) or matters (in TeamConnect Legal and TeamConnect® Express), which solution developers can create and customize for your organization. |