Last Update: February 4, 2022
SECURITY LEVELS
Table of Contents
Changing Security Level Settings
Changing Security Level Settings
If you have instructed a user to perform a function for which they do not have a high enough security access when they try to do so a pop up will appear advising them that they do not have access. It will give them the menu and code for which they need access. You then can either do one of the following adjustments to give that user access to the function.
- You can change the user’s security level to that required level. This will also give the user access to all functions for that level as well.
- You can change the security level for the function in the security level screen to the user’s security level. This will grant access to that function to all users who have the same security level.
- You can choose to give the user access to that function only, without changing the user’s security level or the security level of the function itself by putting the user’s Q-LawE login name (lower case) in the box on the right.
Many screens are assigned security levels. There are some abilities Vertican recommends being set at a 0-security level so no users, not even administrators, have access.
| Category Code | Process Code | Description | Recommended Security Level |
| WSUPDATE | CLIPDATAUP | Processing Options – allow user to perform a mass data update on multiple files. | 1 |
| WSMISC | MEDIAREQ | Media request interface | 9 |
| WSMISC | COSTREQ | Cost request – add new or edit | 9 |
| MAINMENU | BILLTIME | Billing time sheet | 9 |
| WSCONT | DEBTSSEDIT | Edit Customer Social and DOB | 9 |
| WSMISC | ACHDELE | Delete ACH/CHECKBYPHONE records | 9 |
| WSMISC | ACHCANC | Cancel ACH/CHECKBYPHONE records | 9 |
| WSMISC | COSTSTATUS | Cost request – Approve/deny cost request | 9 |
| WSCONT | DEBTCBSTAT | Edit Credit bureau trade line status | 9 |
| WSMAIN | ACCOUNT | Edit client, fw, net, ps account# in edit | 4 |
| WSCONT | DEBTDELETE | Delete main or secondary customers | 9 |
| WSCONT | BATCHCHG | Allow batch update of same name contacts | 4 |
| TASKS | CLISTEDIT | Task manage, build custom list-No desk | 4 |
| WSCONT | MICROBILT | Access Microbilt Credit Bureau reports | 4 |
| WSTASK | PROCESS | Use processing options in build custom list | 1 |
| WORKLOG | ALLUSER1 | Worklog – all user report | 4 |
| WORKLOG | ALLUSER2 | Worklog – All user task report | 4 |
| MAINTAIN | ARCHIVE | Archive of closed claims and reopen | 4 |
| WSTASK | DELTASK | Delete one task prior to today’s date | 9 |
| WSTASK | DELSAME | Delete same task such as PTP tasks where | 4 |
| WSTASK | DELMANY | Permit Delete of multiple tasks – no rec | 4 |
| CUST | EDIT | Permit edit of clients in client form | 4 |
| WSPAY | VAUTOPAY | Show credit card and bankacct info in Vi | 4 |
| WSCONT | DEBTSSVIEW | View Customer Social security no in search | 9 |
| WSMAIN | USEREDIT | User edit tab in Edit button on main tab | 1 |
| BOOKKEEP | BATAUTOPST | Allow auto posting of payments in collection batch payments | 4 |
| MAINTAIN | CUSTPTP | Edit client pay and settlement prefs | 1 |
| MAINTAIN | SHERIFF | Sheriffs/process servers edit | 9 |
| MAINTAIN | NY_ISSUER | New York SOL Place of primary business table maintenance | 1 |
| WSMAIN | EMERNOTE | Enter a new emergency note | 9 |
| WSUPDATE | CLIPTODO | Cliplist processing option screen access | 1 |
| WSPHONE | EDIT | Edit customer phone number dphone | 9 |
| WSCONT | DEBTPCI | Limit who view CltAcct, SS#, DOB, BankAcct (PCI Compliance) | 9 |
| TIMECLOCK | EDIT | Edit any users time card | 1 |
| TIMECLOCK | VIEWUSER | View any users time card -No Edit | 4 |
| BOOKKEEP | JOURNAL | Print a bank account journal | 2 |
| BOOKKEEP | ACHPAY | Process ACH/Check by phone/Credit cards | 4 |
| BOOKKEEP | AGING | Run aging of invoices and report | 4 |
| BOOKKEEP | BANKGEN | Bank account ledger – General account | 2 |
| BOOKKEEP | BANKTRUST | Bank account ledger – trust accounts | 2 |
| BOOKKEEP | BATPAY | Enter collection batch payments | 4 |
| BOOKKEEP | BILLING | Run hourly billing process | 4 |
| BOOKKEEP | BILLITEM | Billing item ledger | 2 |
| BOOKKEEP | BILLLEDG | Billing invoice ledger | 2 |
| BOOKKEEP | BIZSNAP | Biz snapshot reports – owner | 1 |
| BOOKKEEP | COSTLED | Client cost card ledger | 2 |
| BOOKKEEP | EDIBILL | Billing EDI – IClear, etc | 4 |
| BOOKKEEP | FINREPORT | Financial report include Income, P&L, etc. | 1 |
| BOOKKEEP | INVPAY | Record client invoice payment | 2 |
| BOOKKEEP | MISCCHECK | Record other disbursement | 2 |
| BOOKKEEP | MISCREC | Record other receipts | 2 |
| BOOKKEEP | PAYEDI | Payment – EDI | 4 |
| BOOKKEEP | POSTDATE | Postdated checks ledger | 4 |
| BOOKKEEP | PRINTCHK | Print check menu | 2 |
| BOOKKEEP | RECCOST | Recalculate client cost | 2 |
| BOOKKEEP | RECONCILE | Recondition of bank account | 2 |
| BOOKKEEP | RECPAYCARD | Recalculate customer paycards | 2 |
| BOOKKEEP | REMITLED | Collection remittance ledger | 4 |
| BOOKKEEP | REMITTANCE | Run remittance process | 4 |
| BOOKKEEP | VENDORS | Vendor maintenance | 4 |
| BOOKKEEP | YEAREND | Year End Closing | 1 |
| CONTACTS | PUBLIC | Allow lookup only, no edit permitted | 9 |
| MAINMENU | ALERTS | Management alerts | 4 |
| MAINMENU | BOOKKEEP | Bookkeeping menu | 2 |
| MAINMENU | CLIENTS | Client menu | 6 |
| MAINMENU | CONTACTS | Edit/view contacts | 9 |
| MAINMENU | CUSTOM | Custom programs | 7 |
| MAINMENU | DESKWORK | Staff deskwork menu | 9 |
| MAINMENU | MAINTAIN | Maintenance menu | 9 |
| MAINMENU | MANAGER | Manager menu | 2 |
| MAINMENU | MYBIZ | MyBiz reports | 9 |
| MAINMENU | ONLINEHELP | Request live help from Q-LawE staff | 1 |
| MAINMENU | OPENBATCH | Open a batch of new cases | 7 |
| MAINMENU | OPENONE | Open new case | 7 |
| MAINMENU | PERSONNEL | Personnel Menu | 9 |
| MAINMENU | REPORTS | Access reports menu | 9 |
| MAINMENU | TIMECLOCK | Timeclock | 9 |
| MAINMENU | USERGUIDE | User guide | 9 |
| MAINMENU | WHATSNEW | View the What’s New Log | 9 |
| MAINMENU | WIZARD | Training wizard | 9 |
| MAINMENU | WORKCASE | Work Case | 10 |
| MAINTAIN | ACCURINT | Accurint batch processing | 5 |
| MAINTAIN | AIS | Run AIS system | 6 |
| MAINTAIN | ATTSTM | Firm attorney fee statement template | 4 |
| MAINTAIN | BACKPACK | Backup-Pack and Index functions | 1 |
| MAINTAIN | BATCHJOBS | Batch jobs | 4 |
| MAINTAIN | CLOSEBATCH | Close batch using task code | 4 |
| MAINTAIN | CLTDOCS | View document created list | 4 |
| MAINTAIN | CODES | System codes | 2 |
| MAINTAIN | COUNTLET | Counter letter setup | 4 |
| MAINTAIN | COURT | Courts/Jurisdictions | 5 |
| MAINTAIN | COURTCOST | Firm court cost template | 4 |
| MAINTAIN | CREDITBURO | Credit Bureau reporting | 4 |
| MAINTAIN | CUSTEDI | Custom EDI processing | 1 |
| MAINTAIN | CUSTOM | Q-LawE custom programs | 6 |
| MAINTAIN | DATAUPD | Change/Update data in any database | 4 |
| MAINTAIN | DELETECASE | Delete case entered in error | 4 |
| MAINTAIN | DESKDIST | Set firm desk distribution for new cases | 9 |
| MAINTAIN | DOCFIND | View all case/client documents | 4 |
| MAINTAIN | DOCKET | Print docket/court calendar | 6 |
| MAINTAIN | EDITTEMP | Word/WordPerfect Document Edit | 9 |
| MAINTAIN | FEERATES | Fee rates | 2 |
| MAINTAIN | FIRM | Firm preferences | 1 |
| MAINTAIN | FOXRUN | Run Fox commands (Use only Qstaff Reqst) | 1 |
| MAINTAIN | FTP | FTP – File transfer protocol program | 6 |
| MAINTAIN | GUIDE | Guide to common procedures | 9 |
| MAINTAIN | LETTERS | Q-LawE letters | 4 |
| MAINTAIN | MERGEFIELD | List Q-LawE merge fields | 9 |
| MAINTAIN | OPENHELP | Open Q-LawE help folder | 4 |
| MAINTAIN | PARTNER | Partner.net EDI processing | 6 |
| MAINTAIN | PRECOLLECT | Pre collection letter setup | 4 |
| MAINTAIN | Q-LAWEUPDATE | Run Q-LawE update | 1 |
| MAINTAIN | QUICKREF | Q-LawE Quick reference | 9 |
| MAINTAIN | RECEIVER | Receivers/agents (Forward to) | 5 |
| MAINTAIN | SCANCASE | Scan case documents | 6 |
| MAINTAIN | SCANNON | Scan non-case documents | 6 |
| MAINTAIN | SECURITY | Security levels | 1 |
| MAINTAIN | SHORTHAND | Firm shorthand | 4 |
| MAINTAIN | SPECIAL | Special templates | 4 |
| MAINTAIN | STONEFIELD | Stone field report writer | 4 |
| MAINTAIN | TASKCODES | Task codes | 4 |
| MAINTAIN | TASKREPORT | Deadline task report | 4 |
| MAINTAIN | TELEDIAL | Telephone dialing campaigns | 5 |
| MAINTAIN | TESTCLIENT | Test client login | 4 |
| MAINTAIN | USERS | User maintenance | 1 |
| MAINTAIN | WHOISON | Who is on line | 9 |
| MAINTAIN | WORDTEMP | Word/Wp Template list | 9 |
| MAINTAIN | WORKHELP | Workstation help update | 9 |
| REPORTS | CUSTOM | Custom programs button | 4 |
| REPORTS | DISTRIBUTE | Reports distribution | 4 |
| REPORTS | EDIT | Run and Edit any reports in Reports list | 9 |
| REPORTS | QUERY | Query data – old special | 1 |
| REPORTS | RUNONLY | Run any reports in Reports list | 7 |
| REPORTS | SCHEDULER | Reports and system tasks scheduler | 4 |
| REPORTS | USERQ | Create quick internal reports | 4 |
| WSBILL | ADDITEM | Add/edit current billing items | 6 |
| WSBILL | EDIT | Edit billing tab | 6 |
| WSBILL | EDITINV | Edit invoices | 3 |
| WSBILL | FINALIZE | Finalize hourly bills | 3 |
| WSBILL | MASTER | View all bank account transactions | 3 |
| WSBILL | PAYINV | Process and post invoice payments | 3 |
| WSBILL | VIEWINV | View invoices | 9 |
| WSCLIENT | EDITCLIENT | Use client detail button | 4 |
| WSCLIENT | VIEWFINTOT | View financial totals in client screen | 4 |
| WSCONT | CONTCLT | Edit client contact information | 4 |
| WSCONT | CONTDELETE | Delete one case contact | 9 |
| WSCONT | CONTEDITC | Edit one case contact | 9 |
| WSCONT | CONTEDITS | Edit/delete shared case contacts | 7 |
| WSCONT | CONTLETHIS | Delete letter history record | 4 |
| WSDOCS | COPYDOCS | Use Copy button | 4 |
| WSDOCS | DELDOCS | Delete a document or scanned image | 7 |
| WSDOCS | EDIT | View/Edit document detail | 9 |
| WSDOCS | EDITFOLDER | Use See folder button (Edit) | 4 |
| WSDOCS | EDITTEMP | Edit document template | 7 |
| WSDOCS | NEWDOC | Create a new document | 9 |
| WSDOCS | NEWSCAN | Scan a new document into case | 9 |
| WSDOCS | PRINTDOC | Print documents | 9 |
| WSLEGAL | COMPLAINT | Enter new complaint | 7 |
| WSLEGAL | DELETE | Delete legal tab | 7 |
| WSLEGAL | EDIT | Edit legal tab (Add/Edit) | 7 |
| WSLEGAL | JUDGCOMB | Enter new combined judgment | 5 |
| WSLEGAL | JUDGMENT | Enter new judgment | 5 |
| WSLETTER | CHGSIGN | Change signature of letter | 9 |
| WSLETTER | CHGTEXT | Allow compose/edit letter | 9 |
| WSLETTER | LETTEDIT | Allow edit template letter in lookup | 4 |
| WSLETTER | LETTER | Create letters, Fax and Email | 9 |
| WSLETTER | SAVETEMP | Save new letter templates | 7 |
| WSMAIN | CLOSE | Close a file on main tab | 5 |
| WSMAIN | COMPEDIT | Client companion files – edit | 9 |
| WSMAIN | EDIT | Edit button on main tab | 6 |
| WSMAIN | PAYARRA | Setup new Payment arrangement | 9 |
| WSMAIN | RECEDIT | Receiving attorney edit | 7 |
| WSMAIN | RELAEDIT | Customer related files – edit | 9 |
| WSMAIN | TASKDEL | Task manager – delete a task | 9 |
| WSMAIN | UPDATE | Update status and tickler | 9 |
| WSMISC | ATTPRINT | Print Attorney fee statement this case | 7 |
| WSMISC | ATTSETUP | Attorney fee statement – Firm setup | 4 |
| WSMISC | EDITCODES | View/Edit system codes from Misc menu | 1 |
| WSMISC | EDITDATA | Edit of any data in case file | 1 |
| WSMISC | EDITLIST | Edit creditor account listing | 7 |
| WSMISC | EDITLOG | View change log for this case | 7 |
| WSMISC | EDITPOST | Edit postdated check record | 9 |
| WSMISC | FORWCASE | Forward a claim to Receiving attorney | 5 |
| WSMISC | MEDICAL | Edit Medical data and UB92/HICFA | 4 |
| WSMISC | NEWACH | Add new ACH/CHECKBYPHONE record | 9 |
| WSMISC | PRTAISCOUN | Print AIS Co-counsel Inquiry report | 4 |
| WSMISC | PRTAISINQ | Print AIS Inquiry report | 4 |
| WSMISC | PRTHCOPY | Print a hardcopy of this case | 4 |
| WSMISC | UNDOLOG | Allow undo data change in Chg log | 4 |
| WSMISC | VIEWACH | View all ACH/CHECKBYPHONE records | 9 |
| WSMISC | WORKLOG | View work log for this case | 7 |
| WSNOTES | DELETE | Delete any note | 0 |
| WSNOTES | EDIT | Edit users notes dated today | 0 |
| WSNOTES | EDITHIST | Edit all notes | 4 |
| WSPATIENT | DELETE | Delete Patient tab | 4 |
| WSPATIENT | EDIT | Edit Patient tab (Add/Edit) | 7 |
| WSPAY | BILLMISC | Enter bill misc fee in paycard menu | 8 |
| WSPAY | COSTEDIT | Edit client cost card | 7 |
| WSPAY | DOREMIT | Do remittance/billing in paycard menu | 5 |
| WSPAY | EDITACCT | Edit remit/billing accounting | 6 |
| WSPAY | EDITATTFEE | Edit attorney fee | 7 |
| WSPAY | EDITCASET | Edit/delete items in case trust | 3 |
| WSPAY | EDITLIST | Edit creditor account listing | 6 |
| WSPAY | PAYEDIT | Edit customer paycard | 5 |
| WSPAY | POSTCREC | Process and post cost receipts | 3 |
| WSPAY | POSTDISBUR | Process and post disbursements | 3 |
| WSPAY | POSTPAY | Process and post payments (receipts) | 4 |
| WSPAY | PRINTSTM | Print statement | 9 |
| WSPAY | VIEWACCT | View remit/billing accounting | 9 |
| WSPAY | VIEWCASET | View case trust account menu | 9 |
| WSPAY | VIEWCOSTM | View client cost card sub menu | 9 |
| WSPAY | VIEWPAYMEN | View paycard sub menu | 9 |
| WSSPECIAL | DELETE | Delete special tab | 7 |
| WSSPECIAL | EDIT | Edit special tab (Add/Edit) | 7 |
| WSUPDATE | EDITSTATUS | Edit status history records | 5 |
| BUTTON NAME | SECURITY CODE |
| Edit/Add/Delete | |
| System Codes | codes |
| Fee Rates | feerates |
| Q-LawE Letters | letters |
| Courts/Jurisdictions | court |
| Sheriffs/Process Servers | sheriff |
| Judges | judge |
| Receiver Attorneys-agents | receiver |
| Special Templates | special |
| Task Code Manager | taskcodes |
| Firm Shorthand | shorthand |
| Court Cost Firm Template | courtcost |
| Attorney fee statement template | attstm |
| Plaintiffs | plaintiff |
| Setup talk offs | talkoffs |
| Setup client Ptp-Settlement rules | clientptp |
| Employers | employer |
| Banks/financial | bankdata |
| Functions | |
| Print Docket/Court Calendar | docket |
| Scan Case Documents | scancase |
| Scan non-case documents | scannon |
| Delete Case Entered in Error | deletecase |
| Deadline-TaskReport | taskreport |
| Batch Jobs | batchjobs |
| Close Batch Using Task Code | closebatch |
| See Who is Online | whoison |
| Change/Update Date Records | dataupd |
| Zipcode to Court County | zipdata |
| Scan Outlook Email (BETA) | scanemail |
| FirmDefault Desk Distribution | deskdist |
| Prepare Legal Court assignment | preplegal |
| State Variable Interest Update | varint |
| Delete Duplicate Tasks | delduptask |
| Complicance menu | compliance |
| Policies and procedures | pol_view |
| KPI-Key Process Indicatior | kpi |
| Word Processing | |
| Word/WP Template List | wordtemp |
| Q-LawE Merge fields | mergefield |
| Word/WP document Edit | edittemp |
| Test Word Automation | none |
| Case/Client Document Database | docfind |
| Counter Letter Setup | countlet |
| Pre Collect Letter Setup | precollect |
| Letter Reference Line Setup | letrefline |
| State Setup | staterule |
| Convert Documents to PDF | convdocpdf |
| Setup DDAS | ddassetup |
| Setup Taskrules | taskrules |
| Document Automation Setup | docautomat |
| Task Groups | taskgroup |
| Scan Case Documents-Barcode | scancase |
| Email Subject Line Setup | emailsubj |
| Print active DDAS | printddas |
| Show State SOL | soledit |
| Show State SOL | solread |
| EDI-Custom programs | |
| Q-LawE Custom Programs | custom |
| Partner.Net EDI Processing | partner |
| 1 Custom EDI Processing | custedi |
| FTP (File Transfer Protocol) | ftp |
| Forward or Export Claims | forwardclm |
| Q-Power Tools | none-pw protected |
| Scoring & Windows | scoring |
| LawAttache | lawattache |
| ServeX File & Serve | servex |
| Certified Mail Service | certmail |
| Military Affidavit-County Service | milaff |
| CLTDOCS Media-Affidavit-Judgcp | cltdocs |
| Payment Vision -PayWeb | payvision |
| 2 EDI Vendor Export | vendexport |
| Attorney on Demand | attdemand |
| Archive Claims and Docs Ver2 | archive |
| Bulk E-File Management | bulkefile |
| Option Modules | |
| Accurint Batch Processing | accurint |
| Telephone Dialing Campaigns | teledial |
| Credit Bureau Reporting | creditburo |
| AIS (Client Account Inquiry | aismodule |
| Test Client Login Screen | testclient |
| Test Network Speed | none |
| 4 Import Documents into Case | importdocs |
| Reconcile Import from XLS | reconimp |
| 3 EDI Vendor Import | vendimport |
| Experian Setup | experian |
| Microbilt | microbilt |
| Microbilt Credit Server Setup | microbilt |
| Credit Bureau Export (APO) | cbexport |
| Credit Bureau Import (APO) | cbimport |
| Transunion CPE | transunion |
| Experian Trigger | etrigger |
| DMS Credit Bureau | dmscredit |
| Baccurint Batch Processing | accurint |
| Q-LawE Help | |
| Q-LawE User Guide (PDF) | userguide |
| Quick Reference Codes | quickref |
| Open Q-LawE Help Folder | openhelp |
| Workstation Help Update | workhelp |
| Gotomeeting Help | |
| Show/test Error Handler | errorhand |
| KMK Reciver Lookup | receiver |
| Skip Trace – Findbankaccounts | skiptrace |
| System Maintenance.1 | |
| Users | users |
| Firm Preferences | firm |
| Security Levels | security |
| Backup-Pack-Index | backpack |
| Q-LawE Update | Q-LawEupdate |
| FoxRun – Maintenance | foxrun |
| User Groups | users |
| Edit Firm Bulletin | frmbulltin |
| Reindex Debt and Dname | reindex |
| View .\logs folder | viewlogs |
| Edit user memeberof list | users |
| Replace datafield from csv file | updatedata |
| Misc | |
| Update to Fix Gross Remittance | bkkeepfix |
| MiniQ Report | miniqrep |
| Auto Job Scheduler | jobsched |
| Run manual Job from Scheduler | none |
| Submit non local job to Scheduler | none |
| Download Q-LawEUpdate | Q-LawEupdate |
| Website-Whatsnew PDF File | Q-LawEupdate |
| View Misc Databases | vwmiscdb |
| Website-Q-LawE Manual Ver11 | Q-LawEupdate |
| Scan Documents-Barcode-BETA | scancase |
| Bookkeeping error fixes | |
| 02 payments error in btrucase | bkkeepfix |
| Fix gros client done 12-12-12-14 2009 | bkkeepfix |
| Fix 02 missing in btrucase from 10-23-2009 | bkkeepfix |
| Update custbill invoice with fee/cost paid | bkkeepfix |
| Fix trans.kffees 05-28 to 07-27-2010 | bkkeepfix |
| Fix firmcost 02-14-2011 | bkkeepfix |
| Undo a remit fee transfer (PW required) | bkkeepfix |
| Fix missing custids in case trust 4-17 to 5-27-2013 | bkkeepfix |
| Fix client cost advance refund 4-22 to 12-5 | bkkeepfix |
| TEST Scan case document-Barcode | scancase |
| Whatsbetter in Q-LawE (Feature improvements | Q-LawEupdate |
| Uppercase Client Name/Addr | firmfixes |
| Remove Phantom Records | firmfixes |
| Update Comm Remit Clients | bkkeepfix |
| Update Retail Remit Clients (D) | bkkeepfix |
| Update Retail Remit Clients (G) | bkkeepfix |
| Replace ” with ‘ in name, addr fields | firmfixes |
| Install YouveGotClaims ver 04-2010 | firmfixes |
| Merge multi-pdf to one pdf | pdfmerge |
| Convert Job Scheduler to Version 2 | firmfixes |
| Convert dlegal/task calendar to V2 | firmfixes |
| Convert client documents scanfilec | firmfixes |
| BANKAch – Nairpower | boapower |
| Convert POE/GAR into Employer.dbf | firmfixes |
| Split DNOTE table | firmfixes |