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Directories Permissions

Directories control access to the directories found in the Settings of Neos. Only staff deemed to

To set all areas of Directories, select the Explicitly Allow or Explicitly Deny buttons for each level below the Permission Key.

Directories > Mailing List

Permissions to the Mailing List Directory are described below.

  • Enabled?: View Mailing List Directory.

  • Can add?: Create new Mailing Lists.

  • Can modify?: Change existing Mailing Lists (includes the ability to mark active/inactive)

  • Can delete?: Delete Mailing Lists.

    Directories > Companion Case Groups

    Permissions to the Companion Case Groups Directory are described below.

  • Enabled?: View Companion Case Groups Directory.

  • Can add?: Create new Companion Case Groups.

  • Can modify?: Change existing Companion Case Group names and insert cases.

  • Can delete?: Delete Companion Groups.

    Directories > Auxiliary Checklist

    Permissions to the Auxiliary Checklist Directory are described below.

  • Enabled?: View Auxiliary Checklist Directory.

  • Can add?: Create new Auxiliary Checklists and add new Auxiliary Checklist items.

  • Can modify?: Change existing Auxiliary Checklist Title, Active and Litigation fields. Add and modify Auxiliary Checklist items.

  • Can delete?: Delete Auxiliary Checklists and Auxiliary Checklist items.

    Directories > Primary Checklist

    Permissions to the Primary Checklist Directory are described below.

  • Enabled?: View Primary Checklist Directory.

  • Can add?: Create new Primary Checklist items.

  • Can modify?: Change existing Primary Checklist items.

  • Can delete?: Delete Primary Checklist items.

    Directories > Case Type

    Permissions to the Case Type Directory are described below. In addition, Primary Checklist and User Defined Screens permissions are required to access the Primary Checklist and Tab Setup Tabs within a Case Type.

  • Enabled?: View Case Type Directory.

  • Can add?: Create new Case Types.

  • Can modify?: Change Case Types (General, Labels, Case Dates, Tab Setup).

  • Can delete?: Delete Case Types.

    Directories > Automated Workflows (Plat)

    Permissions to automated workflows in Checklist are described below. Your firm must be a NeosAI Platinum subscriber to use Automated Workflows.

  • Enabled?: View Automated Workflows.

  • Can add?: Create new Automated Workflows.

  • Can modify?: Change Automated Workflows.

  • Can delete?: Delete Automated Workflows.

    Directories > Provider Associations

    Permissions to the Provider Associations Directory are described below.

  • Enabled?: View Provider Associations Directory.

  • Can add?: Create new Provider Association groups and new Providers to a new group.

  • Can modify?: Change existing Provider Association groups and add, modify and delete Providers in a group.

  • Can delete?: Delete Provider Association groups.

    Directories > Staff Groups

    Permissions to the Staff Groups Directory are described below.

  • Enabled?: View Staff Groups Directory.

  • Can add?: Create new Staff Groups and add new staff to groups.

  • Can modify?: Change existing Staff Group Names and Active fields.

  • Can delete?: Delete Staff Groups and staff from groups.

    Directories > Staff Directory

    Permissions to the Staff Directory are described below.

  • Enabled?: View the Staff Directory and make changes to your own Staff Profile Tab.

  • Can add?: Create new staff.

  • Can modify?: Change existing staff. "Can modify" is required to make changes to another Staff's Profile.

  • Can delete?: Delete staff.

    Directories > Mini Directories

    Permissions to Mini Directories are described below. This permission controls access to all standard directories in the Mini Directories.

  • Enabled?: View Mini Directories.

  • Can add?: Create new items in a Mini Directory.

  • Can modify?: Change existing items in a Mini Directory.

  • Can delete?: Delete items from a Mini Directory.

    Directories > User Mini Directories

    Permissions to User Mini Directories are described below. This permission controls access to all user-created directories in the User Mini Directories.

  • Enabled?: View User Mini Directories.

  • Can add?: Create User Mini Directories and add new items.

  • Can modify?: Change existing items in a User Mini Directory.

  • Can delete?: Delete User Mini Directories and items.

    Directories > Templates

    Permissions to Templates are described below. This permission controls access to the Document Setup.

  • Enabled?: View Templates (from Settings > Directory Editors).

  • Can add?: Create/add new templates in the Templates directory.

  • Can modify?: Change template items and setup selections in the Templates directory.

  • Can delete?: Delete templates from Templates directory.

    Directories > Permission Groups

    Permissions to the Permission Groups Directory are described below.

    NOTE: The ability to modify your and others' permissions is controlled by Directories > Permission Groups. Any user who has "Can add" OR "Can modify" permissions for Permission Groups, can change all permissions for themselves and any other staff.

    If you do not want Staff to change permissions, set all "Permission Groups" permissions to explicit deny.

  • Enabled?: View Permission Groups.

  • Can add?: Create new Permission Groups. Change your and others' permissions in Permission Groups and Staff Permissions. It is recommended to set this permission to Explicit Deny for all general (non-Admin) staff.

  • Can modify?: Change your and others' permissions in Permission Groups and Staff Permissions. It is recommended to set this permission to Explicit Deny for all general (non-Admin) staff.

  • Can delete?: Delete Permission Groups.

    Directories > User Defined Screens

    Permissions to User Defined Screens are described below. Permissions to the Case Type Directory > Tab Setup Tab are also required if you wish to access the Layout Manager from the Case Type Directory.

    NOTE: For full access to the Case Type Directory, permissions to the Primary Checklist must also be granted.

  • Enabled?: View Case Type Directory (General, Labels, Case Dates).

    • View Tab Setup Tab also requires User Defined Screens View permissions.

  • Can add?: Create new Case Types (General, Labels, Case Dates).

    • Add Tab Setup Tab items also requires User Defined Screens Add permissions.

  • Can modify?: Change existing Case Types (General, Labels, Case Dates).

    • Modify Tab Setup Tab items also requires User Defined Screens Modify permissions.

  • Can delete?: Delete Case Types.

    • Delete Tab Setup Tab items also requires User Defined Screens Delete permissions.

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