Objectifs
- Accorder des autorisations en fonction des groupes d'utilisateurs et des modules.
Etapes
Dans LEXZUR, vous pouvez accorder des permissions aux utilisateurs en fonction de leurs groupes et du module spécifique sur lequel ils travailleront.
Pour configurer les autorisations des utilisateurs, l'administrateur doit se rendre dans les Paramètres du système.
Dans la section Utilisateurs et autorisations, sélectionnez Autorisations pour les groupes d'utilisateurs. Cela permet d'affiner l'accès et le contrôle en fonction des rôles des utilisateurs et des modules désignés.
Select the user group for which you wish to grant specific permissions, such as User, Administrators, or Accountant, and then choose the relevant module, such as Core, Contract, or Billing. This step enables the customization of access and capabilities based on user roles within the specified modules in the system.
The Controls represent the functionalities associated with each module. For instance, selecting "Lexzur Core" will display all the pertinent core features, allowing you to configure permissions for the chosen user group in each Core setting.
The Permissions within this specific module become visible, allowing you to search for and enable the required permissions. They are categorized alphabetically, with sub-permissions accessible by clicking on each module to reveal the related permissions.
For example, within the Matter section, you have permissions related to various matter activities such as adding new matters or cases, archiving matters, adding folders, adding notes, and more.
Once adjustments are complete, simply press Save to apply the configured permissions.
Likewise, if you choose "Billing," you can define permissions associated with accounting functionalities. This includes permissions for Reports, Accounts, Invoices, Discounts, Taxes, and other relevant features within the billing module.
Within the "Contra" permissions, you gain control over all aspects related to contracts. This encompasses the ability to add, edit, delete, or amend a contract, and oversee the signature center, approval center, applicable law, clauses, and various other contract-related functionalities.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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