Recent updates
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Global Settings: Search Settings
Updated onArticleUnder App Setup > Customize > Search > Search Settings
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Application Setup
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Global Settings: Activity Settings
Updated onArticleOn the Activity Settings page at Setup | Customize | Activities | Activity Settings, you can manage the following activity-related features:
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Application Setup
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Modifying a Username & Email Address
Updated onArticleAn administrator can choose to modify a users information, like their email address and password.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) User Management
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Session Settings
Updated onArticleAfter logging in, a user establishes a session with the platform. Use session security to limit exposure to your network when a user leaves their computer unattended while still logged on. It also limits the risk of internal attacks, such as when one employee tries to use another employee's session.
You can control the session expiration time window for user logins. Session expiration allows you to select a timeout for user sessions. The default session timeout is two hours of inactivity. When the session timeout is reached, users are prompted with a dialog that allows them to log out or continue working. If they do not respond to this prompt, they are automatically logged out.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Role Security
Updated onArticleRoles control the level of visibility a user has into your organization's data.
Depending on your sharing settings, roles can control the level of visibility that users have into your organization’s data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organization’s sharing model for an object specifies otherwise. Specifically, in the Organization-Wide Defaults related list, if the Grant Access Using Hierarchies option is disabled for a custom object, only the record owner and users granted access by the organization-wide defaults receive access to the object's records.
Users that require visibility to the entire organization should be assigned the highest level in the hierarchy, for example, Executive Staff.
In general, within a role hierarchy someone in a higher role can see records owned by users in a role below them. Those in roles below, need access to records owned by someone above them, this can be accomplished with adjustments to the Sharing Settings.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Delegated Administration
Updated onArticleUse delegated administration to assign limited administrative privileges to Users in your organization who are not System Administrators. Delegated Administration can be assigned to one User in particular or to a group.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Managing Users
Updated onArticleFrom this page you can perform all user management operations. You can reset passwords, edit existing users, add new, activate and deactivate access to the system. Prior to user setup, collect - at a minimum - first name, last name, email address and time zone for each user to be set up.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) User Management
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Security Options
Updated onArticleAdvoLogix is built with security as the foundation for the entire service. It includes both protection for your data and applications and the ability to implement your own security scheme to reflect the structure and needs of your organization.
The security features of AdvoLogix provide both strength and flexibility. However, protecting your data is a joint responsibility between you and AdvoLogix. This feature enable you to empower your users to do their jobs efficiently, while also limiting exposure of data to the users that need to act upon it. You should implement the security controls that you think are appropriate for the sensitivity of your data. Your data is protected from unauthorized access from outside your company, and you should also safeguard it from in appropriate usage by your users.
For Additional Details see Security Chapter
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Security Controls
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Add or Remove Licenses
Updated onArticleIf you need to add or remove license(s), please contact the corresponding contact information provided below.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) Subscription & Licensing Information
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Modifying an Email Address
Updated onArticleNavigate through the following steps to change User Email address.
MATTER MANAGEMENT (MM) Standard Salesforce Functionality (MM) User Management