User navigation

The menus available to a user on the left navigation, case navigation, and person navigation are determined by their user navigation settings. The navigation settings are determined by the security group the user is a member of.

The following tables describe menus that are available to each security group.

Left navigation

This is a table the has the security groups in rows, and the left-side navigation menus in the columns. A check mark in a cell means that the security group in the row has access to the navigation menu in the column.

Security Group

Accounting

Add Case

Cashier

Financial Setup

Searches & Reports

System Administration

Tools

Workspace

GeneralUser

✔

✔

✔

✔

General_Financial

✔

✔

✔

✔

✔

General_Seal

✔

✔

✔

✔

General_Seal_Financial

✔

✔

✔

✔

✔

LocalAdminUser

✔

✔

PowerUser

✔

✔

✔

✔

Power_Financial

✔

✔

✔

✔

✔

✔

✔

Power_Seal

✔

✔

✔

✔

Power_Seal_Financial

✔

✔

✔

✔

✔

✔

✔

Super

✔

✔

✔

✔

✔

Super_Financial

✔

✔

✔

✔

✔

✔

✔

✔

Super_Seal

✔

✔

✔

✔

✔

Super_Seal_Financial

✔

✔

✔

✔

✔

✔

✔

✔

ViewOnly

✔

✔

✔

Case navigation

This is a table the has the security groups in rows, and the case navigation menus in the columns. A check mark in a cell means that the security group in the row has access to the navigation menu in the column.

Security Group

Case Menus

Case Financial Menus*

Case Sealing Menus

GeneralUser

✔

✔

General_Financial

✔

✔

General_Seal

✔

✔

✔

General_Seal_Financial

✔

✔

✔

LocalAdminUser

PowerUser

✔

✔

Power_Financial

✔

✔

Power_Seal

✔

✔

✔

Power_Seal_Financial

✔

✔

✔

Super

✔

✔

Super_Financial

✔

✔

Super_Seal

✔

✔

✔

Super_Seal_Financial

✔

✔

✔

ViewOnly

✔

✔

  • Only available if the environment is configured to use financials.

Person navigation

This is a table the has the security groups in rows, and the person navigation menus in the columns. A check mark in a cell means that the security group in the row has access to the navigation menu in the column.

Security Group

Person Menus

Person Financial Menus*

GeneralUser

✔

✔

General_Financial

✔

✔

General_Seal

✔

✔

General_Seal_Financial

✔

✔

LocalAdminUser

PowerUser

✔

✔

Power_Financial

✔

✔

Power_Seal

✔

✔

Power_Seal_Financial

✔

✔

Super

✔

✔

Super_Financial

✔

✔

Super_Seal

✔

✔

Super_Seal_Financial

✔

✔

ViewOnly

✔

✔

  • Only available if the environment is configured to use financials.