Role Permissions: Custom Field Permissions.

Permission rules were added to enable more granular control on Client and Matter Custom Fields. These new permissions replace the 'Client Custom Fields Save' and 'Matter Custom Fields Save' options.

The new permissions for Client Custom Fields include:

  • 'Add Client Custom Fields To A Client'- This permission enables the ability to add an existing Client Custom Field.*
  • 'Client Custom Fields View'- This permission enables the ability to view all Client Custom Fields.
  • 'Create New Client Custom Fields'- This permission enables the ability to create brand new Client Custom Fields.*
  • 'Delete Client Custom Fields From A Client'- This permission enables the ability to delete an existing Client Custom Field.*
  • 'Edit Client Custom Field Values'- This permission enables one to edit existing field values.*

* These permissions require you to enable dependencies.

The new permissions for Matter Custom Fields include:

  • 'Add Matter Custom Fields To A Matter'- This permission enables the ability to add an existing Client Custom Field.*
  • 'Matter Custom Fields View'- This permission enables the ability to view all Client Custom Fields.
  • 'Create New Matter Custom Fields'- This permission enables the ability to create brand new Client Custom Fields.*
  • 'Delete Matter Custom Fields From A Matter'- This permission enables the ability to delete an existing Client Custom Field.*
  • 'Edit Matter Custom Field Values'- This permission enables the ability to edit existing field values.*

* These permissions require you to enable dependencies.