Member: Difference between revisions
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A member can be either: | A member can be either: | ||
* An <strong>interactive user</strong> (with a [[CPMS ID:Account| | * An <strong>interactive user</strong> (with a [[CPMS ID:Account|CPMS ID]]); or | ||
* A <strong>service account</strong> (a system component or third-party application) | * A <strong>service account</strong> (a system component or third-party application) | ||
[[Security:Role|Roles]] are assigned to members and determine their [[Permission|permissions]]. | [[Security:Role|Roles]] are assigned to members and determine their [[Permission|permissions]]. | ||
== Properties == | |||
Members have the following properties: | |||
* Associated [[Contact|'''contact''']] (for interactive users) | |||
* '''Name''' as it appears to other members | |||
* Whether the member is '''enabled''' (able to log in) | |||
* [[:Category:Calendar|Calendar]]/email '''synchronisation''' options | |||
* [[Custom Field|Custom '''fields''']] | |||
* Related [[Document|'''documents''']] (typically used in [[Create Document|document production]]) | |||
* [[Fee Earner Type|'''Fee earner type''']] | |||
* '''Performance''' targets | |||
==Provisioning== | ==Provisioning== | ||
Although members can be created manually, they are more commonly added to a subscription through a provisioning process that occurs between [[CPMS ID]] and [[ContactsLaw]]. | Although members can be created manually, they are more commonly added to a subscription through a provisioning process that occurs between [[CPMS ID]] and [[ContactsLaw]]. | ||
When you add a user (or application) to a subscription via CPMS ID, they will immediately be able to log in | When you add a user (or application) to a subscription via CPMS ID, they will immediately be able to log in as the system creates a member. Normal users are assigned the built-in ''User'' role, while subscription managers are assigned the ''Administrator'' role. You can add/remove roles at any time. | ||
[[Category:Members]] | |||
[[Category:Key Terms]] | |||
Latest revision as of 16:57, 9 October 2025
A member is a subscription-specific user profile. All actions within ContactsLaw are performed by a particular member.
A member can be either:
- An interactive user (with a CPMS ID); or
- A service account (a system component or third-party application)
Roles are assigned to members and determine their permissions.
Properties
Members have the following properties:
- Associated contact (for interactive users)
- Name as it appears to other members
- Whether the member is enabled (able to log in)
- Calendar/email synchronisation options
- Custom fields
- Related documents (typically used in document production)
- Fee earner type
- Performance targets
Provisioning
Although members can be created manually, they are more commonly added to a subscription through a provisioning process that occurs between CPMS ID and ContactsLaw.
When you add a user (or application) to a subscription via CPMS ID, they will immediately be able to log in as the system creates a member. Normal users are assigned the built-in User role, while subscription managers are assigned the Administrator role. You can add/remove roles at any time.