Related Articles
Connecting to MyCase: Special Permissions
In order to link Universal Migrator to a MyCase account, the following must all be true. The Subscription Must Allow Integrations Some MyCase plans (such as the Basic plan) do not allow integrations. The MyCase account must be on a subscription tier ...
Connecting to Filevine: Special Permissions
When you connect to Filevine, for best results, you should use an account that has admin permissions. Often times, a firm may think they have an admin user when they really don't. Determine If a User is an Admin To determine if you are an admin, log ...
Connecting to Salesforce: Special Permissions
When you connect to Salesforce, for best results, you should use an account that has admin permissions. Often times, a firm may think they have an admin user when they really don't. Determine if a User is an Admin To determine if a user is an admin, ...
iManage Cloud: Special Permissions When Injecting
When injecting into iManage Cloud, for best results, the injecting user should be a member of the "nrtadmin" group. To set these permissions, log into iManage Cloud, and navigate to the Control Center: Then click on Groups > NrtAdmin: Then click on ...
Clio Data Restore: Read Me First - Calendar Permissions
These instructions must be followed by each user in the firm. Permission Changes are only necessary during the migration Once the migration is complete, you can remove firm-wide access to your calendar. Prior to calendar entries being imported, each ...