Legal Case Management Help

• Installation
  • Setting up directory permissions
  • The SQL database connection
  • Personal information
• Cases
  • Introduction
  • Case participants
  • Case follow-ups
  • New case stage or status
• Clients
  • Introduction
  • Registration of clients
  • Registration of organisations
• Users
  • Introduction
  • User management
  • Role of administrators
• Tools
  • Agenda
  • Documents
• Site configuration
  • General information
  • Collaborative work
  • Office policy
  • Regional settings
• Archives
  • Introduction
  • Export archives
  • Import archives
• Reports
  • Introduction
  • Customizing a report
• Keywords
  • Introduction
  • Creating a new keyword group
  • Creating a new keyword
  • Removing or deleting a keyword
• About ...
  • Contributors
  • License and terms of use

Users

Role of administrators

Except the everyday work in the LCM system, sometimes an official intervention is needed. This type of activity is done by specialised user(s), who posess more rights than the regular ones. These users are called administrators, while their additional rights are called administrator rights.

Usually in a program installation there is one administrator, but it is possible that they more, too. The administrator is characterised by the fact that she/he has full access to the cases. This simultaneously defines her/his big rights but also responsisbilties. If you are having administrators rights, use them only if this is necessary. Otherwise you are risking to make a mistake by negligence, which can lead to unwanted consequences.

The administrator's righta and responsibilities include:

• to define the policy of work of the consulting centre
• to set the main parameters of work of the system
• to register new users to work with LCM
• to change the users data and passwords
• to define keywords for the different forms, correspondent to the activities of the consulting centre
• to add/remove optional fields
• to add/remove fields, created by using the keywords
• to extract reports based on the work of all the users and all their cases together or separately
• to change the status of an already “closed” case, in order that a user can work again on it etc.

NB! It is important to know that the administrator of the program is a role, and not a separate person. A person could be both regular user and administratod in the system. It is not good to use your administrator's access every time you enter in the system, but only to do a certain administrative action. After you finish it, log out and log in again in the system as a regular user.