The FastVisa Lawyer's Portal provides specific roles to ensure appropriate access and control for various users within the institution. Here are the roles and their respective access levels:
Institution Admin
Full Control: Access to both the Manage and Institution portals.
Comprehensive Access: Can navigate all menus within the left sidebar.
Multi-Organization Navigation: Ability to navigate between different organizations within one institution, ensuring seamless management and oversight. This feature is available for all roles with multi-organization access managed by the Institution Admin from the Institution Portal.
Feature Management: Ability to customize the features that each role can use in each organization through Access Group management.
FV Portal Customization: Able to customize the portal for each organization with custom colors, greeting messages, logos, and the ability to hide certain features.
Admin
Staff Access: Includes all functionalities available to staff.
Comprehensive Access: Can navigate all menus within the left sidebar, providing full operational capabilities.
Manage Settings: Ability to configure procedures, business units, departments, report templates, etc.
Business Center: View overall cash flows within the law firm.
Control Center: View overall tasks of each team member.
Staff
Case Progression Focus: Primarily focused on managing and progressing cases.
Limited Access: Excludes access to the control center, sales reports, onboarding, and admin settings, ensuring focus on case-specific tasks without administrative overhead.
Guest
Assigned Case Progression: Specific cases are assigned to guests for progression.
Limited Access: Excludes access to documents, control center, sales reports, and admin settings, ensuring they only interact with necessary components relevant to their assigned cases.settings
For more detailed information about roles and access within the Lawyer's Portal, refer to our comprehensive FastVisa articles in the "Getting Started with FastVisa" section. Ensure optimal collaboration and management efficiency with FastVisa's role-based access controls today.