'Delegate Access' to a user - how to do and what does this allow them to do?

Modified on Wed, 27 Mar at 8:01 PM

If I want to give a user Delegate Access to one of the Partners - how do I do this and what does allow them to do?

Step-by-step guide

You can give a delegate access to a user via:

Menubar > Security > User Maintain Security > User Settings > Delegate Of - Resource No > Select User > Add > OK.
Apply the File > Reset Login Settings to apply the change in LawMaster.

The 'Delegate Access' allows the user access to the following;

Bills - Draft, Interim or Final Bill
Debtor
Matter Cost Transactions (the user must have either deletion or maintenance rights to File Class I) Approve Purchase Orders
Bringups
Mailroom
Matter (the user must have the 'file security' to access)
Resource Management