Setting Up User Management in the Litigation Module
The User Management section in LMT provides two key functionalities: Users and Permissions. This section allows administrators to efficiently manage users and configure access rights based on their responsibilities.
Adding a New User
The Users section within User Management enables administrators to add new users and assign them roles tailored to their specific responsibilities. Follow the detailed steps below to ensure accurate user addition and role assignment.
Steps to Add a New User
1. Navigate to User Management
Access the User Management section in the LMT interface.
2. Click on "Add User"
Locate and select the "Add User" button to open the user creation form.
3. Enter User Details
Provide the required details for the new user. The mandatory fields include:
Full Name (Enter the user's full name.)
Mobile Number (Ensure a valid mobile number is entered.)
Email Address (Provide an active email address for communication.)
4. Select User Role
Assign an appropriate role to the user based on their responsibilities. The available roles include:
Admin – Has full access to all functionalities.
Legal – Suitable for legal professionals handling cases.
Business – Intended for business users with limited access.
Lawyer – Intended for lawyer users with limited access.
5. Enable Default Follower Mapping (Optional)
Decide whether the user should be automatically added as a default follower in relevant cases.
True – The user will be added as a default follower in all cases automatically.
False – The user will not be added to existing cases by default. If you choose this option, you must manually map the user using the Follower Settings or use the Bulk Add feature to assign them as a follower in selected cases efficiently.
6. Save the User
Click on "Save" or "Add User" to finalize the process.
Once the user is added, they will receive access based on the assigned role. Double-check all entered details before saving to prevent errors.
Configuring Access Rights in the Permissions Section
The Permissions section in User Management allows administrators to define and customize access levels for different roles. This ensures that users have appropriate permissions to perform their tasks while maintaining data security.
Granting Access Rights
Assign specific rights to each role based on their responsibilities. This helps maintain a structured and secure workflow within LMT.
Toggling Access Rights
Use the checkboxes to enable or disable access rights for each role.
This granular control ensures that users have only the necessary permissions required for their duties.
Admin-Only Access and Additional Permissions
By default, this feature is enabled for Admin users.
If you want to grant permission management access to other users, navigate to the Permissions section and enable the "User Management" option for the respective users.
Saving Configurations
After configuring the access rights, click "Save" to apply the changes.
Review all modifications carefully before saving to avoid unintended access issues.
By following these steps, you can efficiently manage user roles and permissions within the LMT, ensuring a streamlined and secure workflow for all users.