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Column Name

Description

User Details

Displays the user name, email address, UserId, External systems the user has access to, and the Delete icon.

The user will have an External next to their details if they are external to the firm.

  • Click the Delete icon to remove the user from CAM (soft delete) or both CAM and an External System (hard delete). All external systems are supported.

  • Click Filter to display the filter options. Show Dynamic Users will appear if dynamic users like z group users are hidden. Hide Dynamic users appear if the users are currently displayed.

Note: Hard delete depends upon External Systems permissions.

Systems and Databases Connected

Displays the External Systems the user has access to.

Groups

Displays the list of Groups the user is added to.

  • Click Add to Group to add this users to the groups.

  • Click in the Remove column to remove the user from the group.

A job is triggered and the status is updated on completion of the job. The job status can be tracked in the Jobs tab.

Click Filter to display the filter options. Show Dynamic Groups will appear if dynamic groups like z groups are hidden. Hide Dynamic groups appear if the groups are currently displayed.

Matters

Displays the list of matters and the associated clients the user is granted access to.

  • Click on the matter link to view the matter details.

  • Click x in the Remove column to remove a user from the matter.

A job is triggered to remove the user and the status is updated on completion of the job. The job status can be tracked in the Jobs tab.

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Permissions

Allows User To

View Users and Groups

View Users and Groups tab. (Hides the Users & Groups tab)

View-Dynamic-Groups

View Dynamic Groups

View User Membership

View the Matters the user is associated to

Edit User Membership

Edit user details in Users & Groups (Hides the Edit option)

Delete User Membership

Delete Groups in Users & Groups (Hides the Remove option in Edit dialog)

View Export Users to CSV

Allows to Export Users to CSV

View Export Groups to CSV

Allows to Export Groups to CSV

CSV Parameters

See Users and groups and dynamic entities