LogiClaim - Full User Manual
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Admin - Users
- How to create a new User
- How to Copy the Permissions and Actions Settings from another User
- How to Edit User Permissions
- How to restrict a User to view only the Clients they own
- Edit History User Permission
- How to Authorise Daily Automation
- How to deactivate the Client Conflict Button
- Blocking Users from editing the Claim Alt Ref field
- Blocking Users from editing the Client Alt Ref field
- How to deactivate Links to Searches in Client Screen
- How to change a User's Permission to View Claim Amounts and Solicitors sections in a Claim
- How to change a User's Permission to View Introducer Details in a Claim
- How to Allow / Deny a User permission to see the FOS Questionnaire tab
- How to Allow / Deny a User permission to see the Status Log tab
- How to Allow / Deny a User permission to see the Client Profile tab
- How to Authorise a User to view the Claim Stages Admin Section
- How to Allow / Deny a User permission to change a Claim's Status
- How to Authorise a User to View Client Claim Stages Tab
- How to Allow/Deny Users permission to Delete Actions in the Client To Do list
- How to Hide the New Related Client Button for Users
- How an Administrator User changes a password
- How a Standard User changes their password
- How to create, Edit or Delete a User Template
- How to Create, Edit or Delete a User Team
- How to allow / deny a User permission to edit items on the Offer and Billing tab
- How to Authorise a User to see the Claim Duration Tab in a Claim
- How to allow/deny users to delete actions in the client history list
- How to grant/deny a User permission to view the Total Amount Billed column in the ToDo list
- How to Edit/View Stages
- How to make the FDL field re-editable for a user
- How to Hide the New Related Client Button for Users
- How to force a User to change their Password at their next login
- How to switch on or off the Unable to Get Licence Details warning
- Enable Modification of a Locked Clients
- Permission to Reassign Actions
- Permission to Edit an Invoice Ref