To prepare to use permissions

Implementation of document or section permissions in CaseView requires a combination of both Working PapersTime and CaseView security features. The following steps must be completed:

Activate the protection feature in Working PapersTime by accessing the Tools menu and choosing Protection and then Protection On.
While in Working PapersTime, create "user groups" with defined CaseView access levels and then assign staff members to the appropriate user groups. Each user group can have an assigned CaseView access level from 1 to 10. The access level controls access to the Design Mode when it is locked and permissions are established.
Establish permissions in CaseView using the corresponding access levels created in Working PapersTime. How?

For example, managers of the firm in charge of changing documents in CaseView could be assigned to a Working PapersTime user group called "Manager" with a CaseView access level of 5. Other staff members who are required to provide only completion information in the Form Mode could be assigned to a user group called "Staff" with an access level of 3. When setting up permissions in CaseView, use a minimum access level of 5 for each operation performed by managers. Users with access levels lower than 5 are automatically restricted from performing operations in the Design Mode.
Lock the Design Mode. How?

Please note that it is not imperative to establish permissions in CaseView. The default for each document element is Operation Prohibited. Therefore, locking the Design Mode without establishing permissions restricts access to all document areas in the Design Mode.