Roles installed with Legal Counsel Center

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • User roles are installed with activation of the Legal Counsel Center Workspace plugin.

    Roles

    Table 1. Roles installed with Legal Counsel Center
    Legal role title Description Contains Workspace roles
    Legal Counsel Center Workspace administrator

    [sn_lg_cf_workspace.admin]

    		 Grants permissions to all administrators to change the Legal Counsel Center Workspace for Legal Request Management to fit into the business or user requirements.
    • The chat_admin role administers the chat tables.
    • The uxframework_designer role has write access to UX page element records for designing UIs.
    • The agent_workspace_user role enables you to perform interaction agent and interaction queue transfers.
    • The sn_agent_recommend.recommendation _admin role manages fulfiller assist recommendation configurations.
    • The interaction_admin role enables you to administer the Interaction Management system.
    • The workspace_list_admin role enables you to manage Workspace lists and categories.
    • The ui_action_admin role enables you to manage UI actions.
    • The ui_builder_admin role provides permission to use the UI Builder APIs so you can create, update, read, and delete UX pages.
    • The uxframework_user role enables you to browse and select from the library of UX component records so they can set a component reference field on any accessible table.
    • The sn_intel_analyzer.similarity _analyzer_admin role enables you to administer the Similarity Analyzer. The Similarity Analyzer defines patterns and trends that can help you resolve a record.
    • The form_admin role manages forms, form sections, and section elements.
    • The personalize_form role enables you to personalize forms.
    • The ui_notification_admin role enables you to configure notification triggers.
    		 Workspace administrator [workspace_admin]
    • Chat admin [chat_admin]
    • UX framework designer [uxframework_designer]
    • Legal Counsel Center Workspace user [sn_lg_cf_workspace.legal_workspace_user]
    • Fulfiller recommendation admin [sn_agent_recommend.recommendation _admin]
    • Interaction admin [interaction_admin]
    • Workspace list admin [workspace_list_admin]
    • UI action admin [ui_action_admin]
    • UI Builder admin [ui_builder_admin]
    • UX framework user [uxframework_user]
    • Similarity Analyzer [sn_intel_analyzer.similarity _analyzer_admin]
    • Form admin [form_admin]
    • Personalize form [personalize_form]
    • UI notification admin [ui_notification_admin]
    Legal Counsel Center Workspace user

    [sn_lg_cf_workspace.legal_workspace_user]

    		 Provides users with access to the Legal Counsel Center Workspace. Workspace user [workspace_user]

    User roles

    Any user with sn_lg_ops.legal_fulfiller and sn_lg_ops.request_fulfiller roles can access Legal Counsel Center. You can customize Legal Counsel Center for different roles depending on assignment group, practice areas, and other access credentials. For more information on customization, see Configure Legal Counsel Center Workspace.

    Accessing Legal Counsel Center

    To access Legal Counsel Center, navigate to Workspaces > Legal Counsel Center. Alternatively, you can access the Legal Counsel Center by navigating to All > Legal Request > Legal Counsel Center.