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Generic

Financial Data Entry: enters financial data. Can make basic disbursements and trust accounting entries but no reversals or variations.

Legal Data Entry:

Time Data Entry:

View Financial Data:
View Legal Data:

View Time Data:

Named

Accountant:

Convenyancer:

Director:

Lawyer:

Paralegal:

Reception:

Template Author:

Time Keeper:

Special

Proxy Data Entry:

Senior Partner:

 

After selecting a role a list of all the rights the user has access to can be seen by selecting the current rights tab under edit user.