Org Admins can grant and remove access to any Advanced tools they themselves have access to. This access can be granted on an individual basis to any member of their Org. For a limited set of Advanced tools, this access can be granted in bulk.
Advanced Access Overview
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.
The Advanced Access tab allows Org Admins to grant and remove access for 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.
Individual Access
In the Advanced Access tab, select Individual Access to set up permissions for one member at a time.
Following is the list of the tools and permissions that can be managed in the Individual Access tab. An Org Admin will be able to manage access for any of these tools that they themselves have access to.
Note: The bolded tools below require Org Admin permissions. You will not be able to grant access to these tools to any member who is not an Org Admin.
- Assign Permissions in Bulk
- Address Book
- Api Key Manager
- Auto-Tags
- Billing
- Billing Setup
- Clear Feed
- Client Portal Manager
- Contact Creation
- Contact Editing (access enabled when Contact Creation is enabled)
- Contacts Setup
- Customs Editor
- Data Migration
- Deadline Chains
- Delete Batch
- 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
- Project Creation
- Reminder Schedules
- ReportBuilder
- ReportFusion
- Roles Setup
- Tag Manager
- Task Utilities
- Taskflow
- Undelete
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.
Change Access
In the Individual Access tab, enter a member to grant or remove their access to Advanced tools. When a member is selected, the list of Advanced tools appears.
Click the toggle to the right of an Advanced tool to either grant access or remove it for the selected member.
Grant or Remove All Access
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.
Bulk Access
In the Advanced Access tab, select Bulk Access to set up a limited set of permissions for multiple members at once.
Following is a list of the tools and permissions that can be managed in the Bulk Access tab. An Org Admin can manage access for any of these tools that they themselves have access to.
- Address Book
- Contact Creation
- Contact Editing
- Project Creation
- Report Builder
Select Members
In the Bulk Access tab, select the members you want to edit. You can also select the topmost checkbox to select all members on the current page. After you make your selections, you’ll see the total number of selected members in the top right, next to the Bulk Edit button.
If you have a large number of members, they may span across multiple pages. However, you can only select and edit members from one page at a time. To expand the capacity of your page and select a larger quantity of members, expand the Show dropdown at the bottom of the page and choose a new value. You can display up to 500 members on a page.
Note: Avoid including “integration” users in bulk edits. These users are typically named “API Integration” or “Filevine Integration.” Disabling Advanced tools for these users could break your integrations.
Bulk Edit
When you’ve made your selections, click Bulk Edit. You’ll see a flyout showing the number of selected members, and the Advanced tools available to edit.
For each Advanced tool, there are three possible choices:
- No change is the default option. As the name suggests, this option will leave selected members’ existing access unchanged.
- Enable will turn on access for all selected members.
- Disable will revoke access for all selected members.
When you’re finished, click Save Access. You’ll see a message in the bottom left corner indicating whether the changes were successful.
You can also confirm whether a member’s access was updated by selecting the Individual Access tab, searching for the member, and reviewing the relevant Advanced tools.
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