PCLaw Advanced Tips and Tricks

1
USE FIELD ACCESS SECURITY IN CLIENT/MATTER
INQUIRY

• Would you like to be able to allow certain
  timekeepers into Client/Matter Inquiry to perform
  their own searches, but cant because it exposes
  fields that they should not be able to view?
• If you have Juris Suite, you can set permission
  to fields in Client/Matter Inquiry to allow those
  users into the function without exposing those
  sensitive fields. Heres how
• In Juris Suite, go to Inquiry gt Client/Matter
  Inquiry
• Select the Field Permissions button

1. Expand the field area nodes on the Field Access
   Permissions tab and find the field name(s) you
   wish to hide from this user.
2. On the User column set the field from True to
   False
3. Repeat steps 4-5 for any field that you wish to
   remove from this users screen.

• The Copy buttons at the bottom of the form can be
  used to copy this users settings to others.

1. Select the name of the user whose access you wish
   to limit.