Intakes controls access to Intakes and NeosAI Platinum Intake features.
To set all areas of Intakes, select the Explicit Allow or Explicit Deny buttons for each level below the Permission Key.
Intakes > My Intakes
This permission controls access to the assigned staff's Intakes.
Enabled?: View your assigned Intakes (user is the Primary Staff or Taken by Staff).
Can add?: Staff can create their own Intakes (user is the Primary Staff or Taken by Staff).
Can modify?: Staff can change their own Intakes (user is the Primary Staff or Taken by Staff).
Can delete?: Staff can archive or delete their own Intakes (user is the Primary Staff or Taken by Staff).
Intakes > Others' Intakes
This permission controls access to all staff's intakes. Access to Other Staff's Cases is NOT required and will be ignored when opening an Intake where they are not the Primary Staff nor any assigned Staff.
Enabled?: View others' Intakes (user is not the Primary Staff, Taken by Staff, nor assigned to another Staff Role in the Intake).
Can add?: Create new Intakes for other staff (user is not the Primary Staff, Taken by Staff, nor assigned to another Staff Role in the Intake).
Can modify?: Change others' Intakes (user is not the Primary Staff, Taken by Staff, nor assigned to another Staff Role in the Intake).
Can delete?: Archive or delete others' Intakes (user is not the Primary Staff, Taken by Staff, nor assigned to another Staff Role in the Intake).
Intake Special Permission Exclusions
When Staff have Modify permissions to My Intakes and/or Others' Intakes and are denied access to any of the following Special Permissions, they will still be able to perform these functions in Intakes.
In other words, these permissions are not required and will be ignored only for Intakes as long as staff have Modify permissions to My Intakes/Others' Intakes.
Modify Date of Incident
Modify Date Closed
Modify Party Name
Change Case Type
Modify Staff Assigned
Modify Case Dates
Modify Class Code
Modify Alternate Case #1
Modify Alternate Case #2
Modify Referred By
NeosAI Platinum Permissions
If your firm is a NeosAI Platinum subscriber, permissions can be set for Intake Settings. Workflow, Marketing, and Stages & Statuses tabs are controlled by these permissions.
Marketing Campaign Tab PLAT
This permission controls access to your firm's Marketing Campaigns in the Marketing Tab within Intake Settings PLAT.
Enabled?: View your firm's list of Marketing Campaigns.
Can add?: Add new Marketing Campaigns.
Can modify?: Change existing Marketing Campaigns.
Can delete?: Delete existing Marketing Campaigns.
Intake Workflow Settings PLAT
This permission controls access to your firm's Intake workflows for accepting, referring, and rejecting Intakes in the Workflow Tab within Intake Settings PLAT.
Enabled?: View your firm's Intake Workflow settings.
Can add?: This permission is not used and can be left as the default.
Can modify?: Change Workflow settings.
Can delete?: This permission is not used and can be left as the default.
Intake Status PLAT
This permission controls access to customizing your firm's Intake Statuses on the Stages & Statuses Tab within Intake Settings PLAT.
Enabled?: View your firm's list of Intake Statuses.
Can add?: Add new Statuses.
Can modify?: Change existing Statuses.
Can delete?: Delete existing Statuses.