Pro Bono Restricted Access Role
This special user role is designed to allow pro bono users to login to LegalServer but significantly restrict what they can do.
They can only see their home page, can only see cases on their home page that staff has assigned them to, and can only perform a limited number of actions on those cases.
These users will be able to click on a client name and see the Client Profile page, which includes information about associated cases. If you do not want these users to have access to client profile pages, file a ticket from your site (Help > Support Request) and ask us to block the client profile for this role.
Users assigned to this role do not see the top level navigation tabs or other page elements like the Search menu.
With the flexibility provided by user role permissions, per role permissions on dynamic processes and profiles, and restricting cases by program and/or office, administrators may be able to create a role that provides more options than this special role, while still appropriately restricting a group of users.
User Role Settings
Administrators should review the Admin / User Role (Permissions) page for this role.
The only required permission for this role is "Login".
Other user role permissions to consider granting:
- Add Client Time
- Add Time to Closed Cases
- Edit Funding Code on Pending Cases
- Edit Funding Code for Case Timekeeping
- Top Navigation Bar - Show My Assignments Link
All Navigation Tabs boxes are usually unchecked except for Home.
Testing
The best way to determine if this role is appropriate is to create a dummy user account, assign it to this role, then login under that account. You can login as yourself in another browser and flip back and forth as you are testing this role.
If you get permission denied on a dynamic form, adjust the permissions on the process calling that form.
If you get permission denied on a static form (the word "dynamic" does not appear in the URL), email a link to that page to support@legalserver.org and we will take a look. Older sites especially may need back end adjustment.
Dynamic Processes and Profiles
Administrators need to check the Main Profile on the Admin > Processes, Forms, and Profiles page. This role may have permission set to NONE. Change it to Limited so these users can view cases they can access. Rinse and repeat if you plan to force these users to a case profile view instead of the Main Profile.
Permission on a dynamic home page will also need to be set unless your site is still using a static home page.
By default, all dynamic auxiliary processes will have "NONE" in this role's permission setting. For example, most sites have a dynamic Add Case Note process. A user in this role will not see that link unless an administrator edits the process and gives the role Full permission. Change the permission on each dynamic process these users should see links for.