Guest Assistants v Guest Colleagues

You can grant specific Firm Members access to your Office as a Guest Assistant or a Guest Colleague. For example, you could assign a Guest Colleague to cover your work while you are on vacation.

 

Guest Assistants and Guest Colleagues have limited rights while in someone else's Office. By default, a Guest Assistant has more rights than a Guest Colleague. Their permissions are determined by the "Guest Assistant" and "Guest Colleague" Security Profiles, which may be customized by your Amicus Administrator. The default data rules and Profile settings are summarized below.

 

Area	Guest Assistant	Guest Colleague
Access Control	Access to Amicus functions is restricted by the Guest's own Administrator and Librarian Designations, the Owner's Timekeeper Designation, and the "Guest Assistant" Security Profile. Access to records is controlled by the Guest's own Record Restrictions	Same as Guest Assistant, except that the "Guest Colleague" Security Profile is applied.
Office	Cannot access Preferences. (The Guest's own My Application, Document Management, and Document Assembly preferences are applied, but all other preferences are those of the Office Owner.) Can run Reports.	Preferences: same as Guest Assistant. Cannot run Reports.
Favorites	Unavailable	Unavailable
Files	Can view the Office Owner's Files, and edit as the Guest. Can apply, add, and edit the Owner's Precedents.	Can view the Office Owner's Files, and edit as the Guest. Cannot delete Files. Can apply, add, and edit the Owner's Precedents. The Admin - Accounting view is not available.
People	Can view the Office Owner's Contacts, and edit as the Guest	Can view the Office Owner's Contacts, and edit as the Guest, except for Contacts who are both assigned to a "Personal" Group and not associated with any Files that the Guest is assigned to. Cannot delete Contacts.
Time	Can view, edit, and post the Office Owner's Time Entries in the Time module and the My Time view of Files. In edited Time Entries, the Guest is marked as the person who last edited the Time Entry. If the Owner is a Timekeeper, can add Time Entries as the Owner. The Owner's Time Entries are shown in Search results. The Owner's Billing Rates are used.	Cannot access the Time module or the Office Owner's Time Entries. If the Guest is a Timekeeper, can view their own Time Entries in the My Time view of Files and in the Timer on the Amicus Floating Toolbar, and can add Time Entries as the Guest. The Guest's Time Entries are shown in Search results. The Guest's Billing Rates are used.
Calendar	Can view the Office Owner's Calendar, including the Owner's Diary and Personal Events. Restricted Events are "Unavailable". This includes Events in the My Events views of Files and Contacts. Can use the Office Owner's Calendar Profiles and Workgroup filters. Can add and edit Calendar Profiles as the Owner. Can add and edit Events as the Guest. The Owner is assigned by default. Receives Guest's own Change Notifications and Reminders.	Can access the Office Owner's Calendar, including the Owner's Diary. Personal and Restricted Appointments, and Restricted To Do's, are "Unavailable". Personal To Do's are not shown. This includes Events in the My Events views of Files and Contacts. Can use the Office Owner's Calendar Profiles and Workgroup filters. Can add and edit Calendar Profiles as the Owner. Can add and edit Events as the Guest. The Owner is assigned by default. Receives Guest's own Change Notifications and Reminders.
Tasks	Can view the Office Owner's To Do's, including the Owner's Personal To Do's. Restricted To Do's are "Unavailable". (This includes Events in the My Events views of Files and Contacts.) Can use the Office Owner's Tasks Profiles and Workgroup filters. Can add and edit Task Profiles as the Owner. Can add and edit Events as the Guest. The Owner is assigned by default. Can apply, add, and edit the Owner's Precedents.	Can access the Office Owner's Tasks. Restricted To Do's, are "Unavailable". Personal To Do's are not shown. Can use the Office Owner's Tasks Profiles and Workgroup filters. Can add and edit Task Profiles as the Owner. Can add and edit Events as the Guest. The Owner is assigned by default. Can apply, add, and edit the Owner's Precedents.
Comm	Can access the Office Owner's Communications in the Communications module and the My Communications view of Files and Contacts. Cannot access the Outlook view of the Communications module. E-mail Integration is not available. Unsaved e-mail are not shown. Can send new e-mail as the Guest. Can add and edit new Phone Calls and Messages as the Guest. Can edit the Owner's Phone Calls and Messages. Receives Guest's own Communications Alerts	Same as Guest Assistant, except that cannot access the Communications module and cannot edit the Office Owner's Phone Calls and Messages.
Library	Can view the Office Owner's Library, including Personal Library Pages, and edit as the Guest.	Same as Guest Assistant.
Dailies	Can access the Office Owner's Dailies.	Same as Guest Assistant.
Notes	Can access the Office Owner's associated Notes in various modules, but cannot access the Notes module. Can add and edit Notes as the Guest.	Same as Guest Assistant.
Search	Can use, add, and edit the Office Owner's Search Definitions. Searches are performed on the Owner's data.	Same as Guest Assistant, except that Time Searches are performed on the Guest's Time Entries.
Documents	The Office Owner's Documents are listed in the My Documents view of Files and Contacts. The Guest's own Document Management preferences are applied. In a User-Managed environment, can View and Open the Owner's Documents that are in an accessible Shared Documents location. In an Amicus-Managed environment, can View, Check In, and Cancel Check Out Documents as the Guest.	Same as Guest Assistant.
Document Assembly	Can generate documents using the Office Owner's Document Templates. The Guest's own Document Assembly preferences are applied. Cannot add or edit Document Templates.	Same as Guest Assistant.

 

A Guest Assistant or Guest Colleague may see and edit only the Restricted records that both they and the Firm Member have Restriction viewing and editing rights to. For more information, see Setting record access restrictions.

A Guest Assistant or Guest Colleague may access a Firm Member's Office even if that Firm Member's Access Class is "Former Firm Member".