A list of case workers and the features they have permission to access.
These are the permission groups in CASEpeer, with a breakdown of their default permissions. To give a user additional permissions, please use the “Advanced Permissions” link in the edit user window or select the dropdown arrow at the end of the row and select "Advanced Permissions."
- Firm Administrator
- All permissions throughout CASEpeer, including ability to edit account settings, users, and payment information
- Accounting
- Accounting Management Page Access
- Case Statistics Report Page Access
- Check Deposits Admin Report Page Access
- Check Deposits Report Page Access
- Client Trust Management Page Access
- Client Trust Report Page Access
- Fees In Admin Report Page Access
- Fees In Report Page Access
- Issued Payments Report Page Access
- LawPay Management Admin Page Access
- Mail Center Access
- Manage Cost Codes
- Settlement Management Page Access
- Settlement Management Page Admin Access
- Settlement Report Page Access
- Settlement Report Page Admin Access
- Time Tracking Report Page Access
- User Can Archive Demands
- User Can Delete Paid Costs
- User Can Delete Unpaid Costs
- User Can Deposit Checks
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Edit Paid Costs
- User Can Interact With LawPay
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Push To Client Trust
- User can push to Disbursement
- User Can Request Costs
- User Can Set Case Rating
- User Can Void Case Costs
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Cases
- User Is Allowed To Add Police Contacts
- User Is Allowed To Delete Litigation Events
- User is allowed to delete or void items from client trust
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User Is Allowed To Delete Staged Items From Client Trust
- User is Allowed to Delete Tasks
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Edit Date Of Loss
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Police Contacts
- User Is Allowed To Unaccept Offer
- Attorney Worker
- Case Statistics Report Page Access
- Check Deposits Report Page Access
- Defendant Type Report Page Access
- Demands Report Page Access
- Disbursement Overview Page Access
- E-Signature Management Page Access
- Fees In Report Page Access
- Insurance Company Report Page Access
- LawPay Management Admin Page Access
- Lien Holders Report Page Access
- Lien Negotiations Overview Page Access
- Mail Center Access
- Medical Provider Report Page Access
- Medical Requests Report Page Access
- Medpay Requests Report Page Access
- Pending Assignment Overview Page Access
- Settlement Management Page Access
- Settlement Overview Page Access
- Settlement Report Page Access
- Text Templates Management Page Access
- Treating Management Page Access
- Treating Overview Page Access
- User Can Accept Offers
- User Can Add New Folder For OneDrive
- User Can Archive Demands
- User Can Delete Paid Costs
- User Can Delete Unpaid Costs
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Edit Paid Costs
- User Can Interact With LawPay
- User Can Interact With MoveDocs Integration
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Mark Cases As High Value
- User Can Request Costs
- User Can Send E-Signature Requests
- User Can Set Case Rating
- User Can Void Case Costs
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Adjuster Contacts
- User Is Allowed to Add Auto Insurance Contacts
- User Is Allowed To Add Cases
- User Is Allowed to Add Health Insurance Contacts
- User Is Allowed to Add Health Provider Contacts
- User Is Allowed To Add Police Contacts
- User Is Allowed to Add Subrogation Contacts
- User Is Allowed To Delete Documents From The Document Tab
- User Is Allowed To Delete Litigation Events
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User Is Allowed To Delete Staged Items From Client Trust
- User is Allowed to Delete Tasks
- User Is Allowed To Edit Adjuster Contacts
- User Is Allowed To Edit Date Of Loss
- User Is Allowed to Edit Health Provider Contacts
- User Is Allowed To Edit Insurance Contacts
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Pinned Note
- User Is Allowed To Edit Police Contacts
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Unaccept Offer
- Case Management
- Mail Center Access
- Medical Requests Report Page Access
- Pending Assignment Overview Page Access
- Treating Management Page Access
- Treating Overview Page Access
- User Can Accept Offers
- User Can Add New Folder For OneDrive
- User Can Delete Paid Costs
- User Can Delete Unpaid Costs
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Edit Paid Costs
- User Can Interact With MoveDocs Integration
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Mark Cases As High Value
- User Can Request Costs
- User Can Set Case Rating
- User Can Void Case Costs
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Adjuster Contacts
- User Is Allowed to Add Auto Insurance Contacts
- User Is Allowed To Add Cases
- User Is Allowed to Add Health Insurance Contacts
- User Is Allowed to Add Health Provider Contacts
- User Is Allowed To Add Police Contacts
- User Is Allowed to Add Subrogation Contacts
- User Is Allowed To Delete Litigation Events
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User is Allowed to Delete Tasks
- User Is Allowed To Edit Adjuster Contacts
- User Is Allowed To Edit Date Of Loss
- User Is Allowed to Edit Health Provider Contacts
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Pinned Note
- User Is Allowed To Edit Police Contacts
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Unaccept Offer
- Intake Worker
- Dropped Cases Report Page Access
- E-Signature Management Page Access
- Insurance Company Report Page Access
- Intake Management Page Access
- Intake Management Page Admin Access
- Intake Report Page Access
- Investigator Management Page Access
- Leads Management Page Access
- Lien Holders Report Page Access
- Mail Center Access
- Manage Client Intake Forms
- Manage Firm Lead Sources
- Mass Torts Report Page Access
- Medical Provider Report Page Access
- Pending Assignment Overview Page Access
- Referred Cases Report Page Access
- Rejected Cases Report Page Access
- Retained Cases Report Page Access
- Subbed Out Cases Report Page Access
- User Can Delete Unpaid Costs
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Generate Client Intake Link
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Request Costs
- User Can Review Intake Packets
- User Can Send E-Signature Requests
- User Can Set Case Rating
- User Can Void Case Costs
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Cases
- User Is Allowed To Add Police Contacts
- User Is Allowed To Delete Litigation Events
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User is Allowed to Delete Tasks
- User Is Allowed To Edit Date Of Loss
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Police Contacts
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Unaccept Offer
- Lien Negotiator
- Disbursement Overview Page Access
- Insurance Company Report Page Access
- Lien Holders Report Page Access
- Lien Negotiation Management Page Access
- Lien Negotiations Overview Page Access
- Mail Center Access
- Medical Provider Report Page Access
- User Can Delete Unpaid Costs
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Push To Client Trust
- User Can Request Costs
- User Can Set Case Rating
- User Can Void Case Costs
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Cases
- User Is Allowed To Add Police Contacts
- User Is Allowed To Delete Litigation Events
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User Is Allowed To Delete Staged Items From Client Trust
- User is Allowed to Delete Tasks
- User Is Allowed To Edit Date Of Loss
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Police Contacts
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Unaccept Offer
- Litigation
- Defendant Type Report Page Access
- Discovery Management Page Access
- Insurance Company Report Page Access
- Lien Holders Report Page Access
- Litigation Management Page Access
- Litigation Overview Page Access
- Mail Center Access
- Mass Torts Report Page Access
- Medical Provider Report Page Access
- Medical Requests Report Page Access
- User Can Archive Demands
- User Can Delete Unpaid Costs
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Request Costs
- User Can Set Case Rating
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Cases
- User Is Allowed To Add Police Contacts
- User Is Allowed To Delete Litigation Events
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User is Allowed to Delete Tasks
- User Is Allowed To Edit Date Of Loss
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Police Contacts
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Unaccept Offer
- Office Manager
- Accounting Management Page Access
- CASEplan Page Access
- Case Status Report Page Access
- Check Deposits Admin Report Page Access
- Check Deposits Report Page Access
- Client Report Page Access
- Client Trust Management Page Access
- Closed Cases Report Page Access
- Defendant Type Report Page Access
- Demands Report Page Access
- Disbursement Overview Page Access
- Document Template Upload Center Page Access
- Dropped Cases Report Page Access
- E-Signature Management Page Access
- E-Signature Templates Page Access
- High Value Cases Report Page Access
- Insurance Adjusters Report Page Access
- Insurance Company Report Page Access
- Intake Management Page Access
- Intake Management Page Admin Access
- Intake Report Page Access
- Issued Payments Report Page Access
- Leads Management Page Access
- Lien Holders Report Page Access
- Lien Negotiation Management Admin Page Access
- Lien Negotiation Management Page Access
- Lien Negotiations Overview Page Access
- Litigation Overview Page Access
- Mail Center Access
- Manage Cost Codes
- Manage Custom Intakes
- Manage File Locations
- Manage Private Mass Tort Types
- Mass Torts Report Page Access
- Medical Provider Report Page Access
- Medical Requests Report Page Access
- Medpay Requests Report Page Access
- Notes Report Page Access
- Notes Report Page Admin Access
- Open Cases Report Page Access
- Pending Assignment Overview Page Access
- Productivity Report Page Access
- Referred Cases Report Page Access
- Rejected Cases Report Page Access
- Retained Cases Report Page Access
- Settlement Management Page Access
- Settlement Management Page Admin Access
- Settlement Overview Page Access
- Settlement Report Page Access
- Settlement Report Page Admin Access
- Subbed Out Cases Report Page Access
- Text Templates Management Page Access
- Time Tracking Report Page Access
- Time Tracking Report Page Admin Access
- Treating Management Page Access
- Treating Overview Page Access
- User Can Access Missing Info Report
- User Can Add New Folder For OneDrive
- User Can Archive Demands
- User Can Attach Mail Center Documents Directly To Case
- User Can Create and Manage Teams
- User Can Delete Paid Costs
- User Can Delete Unpaid Costs
- User Can Edit Case Status
- User Can Edit or Pay Unpaid Costs
- User Can Edit Paid Costs
- User Can Interact With Multus Integration
- User Can Interact With Records On Time Integration
- User Can Manage Document Folders
- User Can Mark Cases As High Value
- User Can Request Costs
- User Can Send E-Signature Requests
- User Can Set Case Rating
- User Can Void Case Costs
- User Has Access to All Documents in the Mail Review Center
- User Has Access To CASEpeer File Sync
- User Is Allowed To Add Adjuster Contacts
- User Is Allowed to Add Auto Insurance Contacts
- User Is Allowed To Add Cases
- User Is Allowed to Add Health Insurance Contacts
- User Is Allowed to Add Health Provider Contacts
- User Is Allowed To Add Police Contacts
- User Is Allowed to Add Subrogation Contacts
- User Is Allowed To Delete Documents From The Document Tab
- User Is Allowed To Delete Litigation Events
- User Is Allowed To Delete Notes
- User Is Allowed To Delete Photos
- User Is Allowed To Delete Recordings
- User is Allowed to Delete Tasks
- User Is Allowed To Edit Adjuster Contacts
- User Is Allowed To Edit Date Of Loss
- User Is Allowed to Edit Health Provider Contacts
- User Is Allowed To Edit Insurance Contacts
- User Is Allowed To Edit Or Waive Statutes
- User Is Allowed To Edit Police Contacts
- User is Allowed to Edit Worker Assignments on a Case
- User Is Allowed To Unaccept Offer
- User Is Allowed To View All Open Clients Information
- Intake Portal
- Intake Portal Access
- Receptionist
- Mail Center Access
- User Can Set Case Rating
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