Role Management

Role Management


In the Role Management section of Thread, you can grant user permissions and access to functions within Thread based on their role in the organisation. Some permissions that can be assigned to roles include: 
      - Access to other users’ information. 

  • - Access to reports. 

  • - Editing user types and permissions. 

  • - And more. 

Adding Roles 

You can add new roles with specific permissions and access on Thread, and then assign these roles to users. 

  1. 1. Click Role Management, located under User Hub in the left pane. 

  1. 2. In the top grey pane, click Add to add a new role. 

 

  1. 3. A pop-up window will appear. Enter the role name and select the permissions and access you want to grant to the role. 

 

  1. 4. Include target working hours per annum for the specific role. 

 

  1. 5. Click Save. 

Setting Role Permissions 

After you have added a new role to Thread, you can always edit and change the permissions and access granted to that role. 

  1. 1. Click Role Management, located under User Hub in the left pane. 

  1. 2. Select the role you want to edit and click Edit in the top grey pane. 

Note: you can only edit one role at a time. 

 

  1. 3. The Edit Role window will appear. You can remove or grant permissions, change the role name, and change the target hours associated with the role. 

 

  1. 4. When finished editing, click Save.  

Deleting Roles 

If you want to remove a role from Thread, you can do this in the Role Management tab. 

Note: If you only want to remove a specific user, you can do this in the User Management section. 

  1. 1. Click Role Management, located under User Hub in the left pane. 

  1. 2. Select the role you want to delete and click Delete in the top grey pane. 

  1. 3. A confirmation window will appear asking you to confirm your decision. Click OK. 


Understanding Role Permissions

Role Permissions
  1. Can access all Users' Expenses - enables the user to access Expenses done by other users (if removed they can view and edit them only from the file)
  2. Can access all Users' Time History - enables the user to access Time History of all other users
  3. Can access financial fields - removing this will remove the a) Financial page in files and the b) financial details summary in File Details page
a) 

b) 
  1. Can access Bills - enables the user to see the Bills tab in Financial details of the file
  2. Can access Payments - enables the user to see the Payments tab in Financial details of the file
  3. Can access Requisitions - enables the user to see the Requisitions tab in Financial details of the file
  4. Can access Clients - enables the user to see the Client Account tab in Financial details of the file


Note: All 4 (bills, payments, requisitions, and clients) must be enabled to view the b) financial details summary in File details page.
Note: If the role does not have access to financial fields, the user is not able to include activities in a bill.

     4. Can access Undertakings - enables the user to access Undertakings in a file and on the File management menu.
     5. Can delete Items - enables the user to delete any items in Thread that have delete option.
     6. Can edit user type and permissions - enables the user to edit users in User Management and change their permissions in Role Management.

Menu Permission
  1. Can access Client Management - this is only for Thread (enables Thread staff to manage tenant licences)
  2. Can access Contacts - enables the user to view Contacts in the File management menu and create new contacts using quick create button. Without this permission, the user can still create and edit contacts within a file only. They can also search through any contacts using Thread search bars.
  3. Can access Deeds - enables the user to view all Deeds from the File management menu, and view/add deeds to contacts
  4. Can access Expenses - enables the user to view all expenses from the File management menu, add new expenses and edit existing ones
  5. Can access Files - without this permission, the user cannot access any files or use search options
  6. Can access Key Dates - enables the user to view all Key Dates from File management menu, without this permission user can only view and edit key dates within files
  7. Can access Management Reports - enables the user to access Management Reports, Firm Time and User Time reports
  8. Can access Phone Messages - enables the user to view Phone Messages from the File management menu, add new, and view or edit existing (if removed, unable to add or edit phone messages anywhere in Thread)
  9. Can access Reports - enables the user to access General Reports
  10. Can access Scanned Items - enables the user to access Scanned Items page and assign items to files. Without this permission, user can only view scanned items within the file or on their dashboard if assigned to them or their file
  11. Can access Tasks - enables the user to access Tasks from the File management menu. 
  12. Can access Template Desk - enables the user to access Template Desk menu (note this includes both Create & Edit for templates, and Custom Fields) 
  13. Can access Time History - enables the user to access Time History section
  14. Can access Time Report - enables the user to access Time Report page
  15. Can access Unissued Bills 
  16. Can access USER HUB - gives user permission to access User Hub menu with all admin settings
  17. Can access Wills - enables the user to view all Wills from the File management menu, and view/add deeds to contacts

Role Settings
  1. Send requisition mail - When ticked, this role can be selected for sending an email to users when a requisition is added
  2. Set Task filters to All by default - If ticked, when accessing Tasks page all filters will show All by default. If not ticked, it will remember your last filters chosen
  3. Show all unassigned scan items by default - If ticked, scanned items will show Unassigned by default when user accesses scanned items page. If not ticked, it will show assigned to that user by default.
  4. Show all users’ phone messages by default - If ticked, when entering phone messages page it will open messages for all users by default. If not ticked, it will open for that user only by default.

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