Workgroup permissions control access to workgroup tabs and determine which members have access to management settings at the workgroup level. Granting workgroup management permissions is an attractive alternative to granting practice-wide management permissions, and empowers workgroup managers to take responsibility for their respective areas of law.

 

Consistent with practice-level permissions, workgroup permissions operate on the principle of least permission; all permissions are denied by default. You grant permissions to member groups, and can override these on a per-member basis.

 

Control over workgroup permissions is restricted to:

Although a workgroup may have only one manager member, you can assign the 'workgroup manager privileges' permission to give equivalent permissions to other members.