Administration
Security
Teams, roles, and permissions for CMIForge access control.
Current User
Ima User ima.user@emailTeams
4
Active assignment groupsRoles
5
Permission bundlesAudit
3
Recorded security eventsRoles
| Role | Key | Permissions | Type |
|---|---|---|---|
| Administrator Full CMIForge administration. | administrator |
26 | System |
| Entity Manager Can view, create, and edit operational entities. | entity-manager |
13 | Custom |
| Intake Reviewer Can review and approve assigned intake workflow tasks. | intake-reviewer |
9 | Custom |
| Submitter Can submit forms and view their own submissions. | submitter |
6 | Custom |
| Workflow Designer Can design forms and workflows. | workflow-designer |
6 | Custom |
Permissions
| Permission | Key | Category |
|---|---|---|
| Review conflict searches Record clearance, potential conflict, conflict, or needs-info decisions. | Conflicts.Review |
Conflicts |
| Run conflict searches Create party-based conflict search requests. | Conflicts.Run |
Conflicts |
| View conflict searches View conflict search requests and results. | Conflicts.View |
Conflicts |
| Create entities Create clients, matters, and users. | Entities.Create |
Entities |
| Edit entities Edit clients, matters, and users. | Entities.Edit |
Entities |
| View entities View clients, matters, and users. | Entities.View |
Entities |
| Design forms Create and publish form versions. | Forms.Design |
Forms |
| Submit forms Submit available intake forms. | Forms.Submit |
Forms |
| View forms View available form definitions. | Forms.View |
Forms |
| Run imports Upload CSV files to import clients, matters, and parties. | Imports.Run |
Imports |
| View imports View import center and import batch history. | Imports.View |
Imports |
| View reports View hardcoded operational reports. | Reporting.View |
Reporting |
| Manage security Manage teams, roles, and permission assignments. | Security.Manage |
Security |
| Approve submissions Approve or return workflow tasks. | Submissions.Approve |
Submissions |
| Convert submissions Create client and matter records from submissions. | Submissions.Convert |
Submissions |
| View all submissions View all submitted intake records. | Submissions.ViewAll |
Submissions |
| View own submissions View submissions submitted by the user. | Submissions.ViewOwn |
Submissions |
| System administrator Full CMIForge platform access. | System.Admin |
System |
| Approve time Approve submitted time entries. | Time.Approve |
Time |
| Create time Record time entries. | Time.Create |
Time |
| Edit time Edit existing time entries. | Time.Edit |
Time |
| View all time View time entries across users, clients, and matters. | Time.ViewAll |
Time |
| View own time View time entries recorded by the user. | Time.ViewOwn |
Time |
| Design workflows Create and edit workflow definitions and steps. | Workflows.Design |
Workflows |
| View all workflow queues View all open workflow tasks. | Workflows.ViewAllQueues |
Workflows |
| View workflow queue View assigned workflow tasks. | Workflows.ViewQueue |
Workflows |