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CommunityWhy does Leap all every user in firm to have access to firm financials? Can you update the software to allow for access restriction on the Operating Account.
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Why does Leap all every user in firm to have access to firm financials? Can you update the software to allow for access restriction on the Operating Account.

John S. Groarke likes this.

  • Sebastian Figg (LEAP Dev)

    Hi @John S. Groarke (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    I am unsure by what you are referring to specifically when you mention "firm financials" so please correct me if I misunderstand.

     

    In saying that, access to firm/application settings can be enabled or disabled via the staff admin option shown in the image below. With this disabled staff members will not be able to access the LEAP Application settings page.

     

    admin option 

    To find this follow the steps below,

     

    1. Click the LEAP Menu > Settings > Application Settings on the Matter List.
    2. Click Staff > Staff Members.
    3. Click the desired staff member > Click the Access and Permissions Tab.

     

    Furthermore, within this same Access and Permissions tab, further individual staff permissions/restrictions can be made via the edit staff security button shown in the image below.

     

    edit security 

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @John S. Groarke (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    I am unsure by what you are referring to specifically when you mention "firm financials" so please correct me if I misunderstand.

     

    In saying that, access to firm/application settings can be enabled or disabled via the staff admin option shown in the image below. With this disabled staff members will not be able to access the LEAP Application settings page.

     

    admin option 

    To find this follow the steps below,

     

    1. Click the LEAP Menu > Settings > Application Settings on the Matter List.
    2. Click Staff > Staff Members.
    3. Click the desired staff member > Click the Access and Permissions Tab.

     

    Furthermore, within this same Access and Permissions tab, further individual staff permissions/restrictions can be made via the edit staff security button shown in the image below.

     

    edit security 

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

    • John S. Groarke (Customer)

      missed the question- I am talking about the operating account tab. Why can’t that be restricted to you responsible accounting or billing team?

       

      in my opinion your receptionist shouldn’t have access to client financials in the operating account

       

      maybe you can add some user level control restriction to operating account?

      Expand Post

      • Sebastian Figg (LEAP Dev)

        Hi @John S. Groarke (Customer)​,

         

        Thank you for the clarification, at this time only the following restrictions are available for the operating tab (see image below).

         

        operating restrictions 

        Outside of the options shown above, you could restrict staff access to matters following the steps below.

         

        1. Open the matter.
        2. Make sure you're on the Details & Correspondence tab.
        3. Click Matter Details.
        4. Tick the Enable Staff Access Control checkbox under the Access & Permissions section.
        5. Tick the checkbox next to Originating Attorney, Person Responsible, Person Acting and Person Assisting for the staff member(s) the access is being given to. At least one checkbox must be ticked.
        6. Click Add under Additional Staff and select any other staff member(s) you wish to give access, if required.
        7. Click OK.
        8. Click Save & Close.

         

        Furthermore, you may wish to create a post on our idea hub for discussion and consideration amongst other users and our product team.

         

        Best regards,

         

        Sebastian.

        Expand Post

      • John S. Groarke (Customer)

        Thank you. I do not think any of your suggestion solve the problem. Does it make sense to LEAP developers that a file clerk that responsibility is to scan mail and documents should have access to what the firm bills its clients and what they've been paid? I hope I am not the first one to raise this issue. But is there anyway I can speak with someone who develops or can program this change? If so I can provide my contact number and email.

        Expand Post

  • Sebastian Figg (LEAP Dev)

    Hi @John S. Groarke (Customer)​,

     

    I would suggest raising this as a suggestion within the Ideas hub here. This allows other users to discuss and vote on issues, then our product team take the ideas into consideration for future updates of LEAP.

     

    Regards,

     

    Sebastian.

    Expand Post

  • Lori Villiarola (LEAP)

    Hi John!

    Thank you for reaching out to us here. There are some options in place already to restrict access to some items in the operating account area. That can be accessed here: Menu > Settings > Application Settings > Firm > Members > click on the user profile > access and permissions > edit security details ( office transactions and general trust).

     

    Kind regards,

     

    Lori

    Expand Post

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Why does Leap all every user in firm to have access to firm financials? Can you update the software to allow for access restriction on the Operating Account.