CPMS Wiki

ContactsLaw Subsidiary company permissions

In ContactsLaw, access to subsidiary companies is controlled by a set of permissions, which are separate to those applied to the practice.

The need for a simplified permissions model for subsidiary companies parallels with their typically less-complicated operation and management. Permission classes are, therefore, offered for:

Viewing the company (gaining access)
Editing the company (including its permissions)

Permissions independent from the practice are offered for:

Managing the general chart of accounts
Managing document types and templates
Access to financial reports
Management of files
Activities, billing settings, direct debit templates