| 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.
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| 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. |
