Org Admins can grant and remove access to any Advanced tools they themselves have access to. This access can be granted to any member of their Org.
You can also watch our training video on the Advanced Access tab to learn more.
The Advanced Access tab allows Org Admins to grant access to and remove access from other members. Most Advanced tools do not require the Org Admin permission for access.
Members can only grant or remove access to those tools they themselves have access to. For example, if an Org Admin has access to the Customs Editor but not the Undelete tool, they will be able to grant access to the Customs Editor, but they will not be able to grant or remove access to the Undelete tool.
Note: The Advanced Access tab allows members to grant access to Advanced tools that formerly only Filevine support could grant. To avoid granting this functionality widely, it is recommended that you remove Org Admin permissions from any member who does not need the permission. Learn more about which members should remain Org Admins and how to remove this permission.
List of Advanced Tools
Following is a list of the tools and permissions that can be managed in the Advanced Access tab. An Org Admin will be able to manage access for any of these tools that they themselves have access to.
Note: Org Admin permissions are no longer required for most Advanced tools. However, the bolded tools below still require Org Admin permissions. You will not be able to grant access to these tools to any member who is not an Org Admin.
- Billing Setup
- Clear Feed
- Contacts Setup
- Customs Editor
- Deadline Chains
- Doc Generation Setup
- Fax Usage
- Import/Export Contact Templates (accessed within Contacts Setup)
- Import/Export Custom Templates (access within the Customs Editor)
- Judicial Calendar
- Mass Doc Generation
- Mass Update
- Mass Update Permissions
- Merge Contacts
- Org Phone Numbers
- Quickbooks Integration
- Reminder Schedules
- Roles Setup
- Tag Manager
- Task Utilities
How to Use
Users with the Org Admin permission can access this tab. To navigate to the Advanced Access tab, select Setup from the main menu. In the left side menu, click Orgs and then click the Advanced Access tab.
Select a Member
In the tab, enter a member to grant or remove their access to Advanced tools. When a member is selected, the list of Advanced tools appears.
Tool Descriptions and Tag Warnings
Each Advanced tool includes a short description of its use. Some of the listed Advanced tools are marked with special tags: No Access, High Risk, and Admin Required.
You can only grant access to tools that you yourself have access to. If you do not have access to an Advanced tool, you will see a No Access tag next to that tool. You will not be able to change a member’s access to that tool.
Advanced tools that can perform potentially damaging, irreversible actions are marked with a High Risk tag, which includes a warning to exercise caution when granting the tool. Make sure that both you and the member you assign both understand the tool before granting permission.
Some Advanced tools still require Org Admin permission. If the selected member is not an Org Admin, these tools will be marked with an Admin Required tag, and you will not be able to grant permission to that user.
Click on the toggle to the right of an Advanced tool to either grant access or remove it for the selected member.
Grant or Revoke in Bulk
At the top of the Advanced tools list, you’ll see the option to Assign Permissions In Bulk. Toggle this option to assign the member all tools that you have permission to give. If the selected member is not an Org Admin, then assigning in bulk will not assign “Admin Required” tools.
When you toggle the bulk option on, all affected tools will toggle on simultaneously. You can then toggle individual tools on and off as usual. Click Save to save the bulk changes.
At the bottom of the Advanced tool list, you’ll see an option to remove all Advanced tool access for the selected member. If you’d like to remove a member’s access to all Advanced tools, you can click this button, instead of removing access permission by permission.
Article is closed for comments.