How to Delegate Access to another LawPage

Explanation

Delegated Access allows one LawPage tenant to grant controlled access to another LawPage tenant. This enables collaboration across organisational boundaries — for example, allowing another firm or entity to manage diary entries or interact with matters without merging systems.

This feature is designed to support:

• Cross-entity working relationships
• Shared diary management
• Controlled access to matters

Access is granular and permission-based, meaning:

• A tenant can decide which other tenant is allowed access
• The receiving tenant selects which of its users will act as delegates
• The granting tenant must then activate and assign permissions for those users

The model intentionally separates:

1. Tenant-level delegation (who is allowed in principle)
2. User-level delegation (which individuals are proposed)
3. Permission assignment (what those individuals can actually do)

This layered design supports:

• Clear accountability
• Controlled supervision
• Compliance with professional obligations

When acting as a delegate, the user operates in a distinct context, visually differentiated in the interface (e.g. menu colour changes), but retains:

• Their own dashboard and personal diary
• The ability to perform permitted actions within the delegated tenant

Note

Delegated access does not transfer responsibility. The originating tenant remains responsible for permissions granted and supervision of activity within its system.

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Getting Started

To enable delegated access between tenants, both tenants must participate in the process:

Granting Tenant (Originating System)

1. Navigates to System Settings → Business Details → Delegated Trading Entities
2. Adds the external tenant as a delegate
3. Defines high-level capability (e.g. diary management)

Receiving Tenant

1. Selects which of its users will act as delegates
2. Confirms user-level participation

Granting Tenant (Finalisation)

1. Activates the delegate user
2. Assigns role and permissions

Once completed:

• Delegate users can switch into the external tenant
• Delegated actions can be performed within the authorised scope

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How-To Guide

1. Add a Delegated Trading Entity

1. Go to System Settings
2. Navigate to Business Details
3. Scroll to Delegated Trading Entities
4. Click the Add (green button)
5. Select the external trading entity
6. Choose high-level permissions (e.g. Manage Diary)
7. Click Create

Delegated Trading Entity Added

Incomplete

The delegated trading entity is added and appears in the list of delegated trading entities. A participating entity still needs to be added before the matter is complete.

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2. Receiving Tenant Adds Delegate Users

Within the receiving tenant:

1. Navigate to Delegated Users
2. Select the inviting tenant from the list
3. Click the Add (+) button
4. Choose a user
5. Save

Delegate User Added

Incomplete

• The user is proposed as a delegate, but not yet active

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3. Activate and Assign Permissions (Granting Tenant)

1. Return to Business Details → Delegated Users
2. Locate the newly added user
3. Set status to Active
4. Open user details (View → Edit)
5. Assign:
   • Role (e.g. Admin)
   • Specific permissions (e.g. Manage Diary)
6. Click Update

Delegate User Activated

Complete

• The user is now an active delegate with defined permissions

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4. Accessing a Tenant as a Delegate

1. Log in as the delegate user
2. Select the delegated tenant (e.g. Boanta v Rasband)
3. Confirm visual indicator of delegated mode (e.g. interface colour)

Caution

The user’s dashboard remains their own, but they can now access and manage diaries and matters within the delegated tenant according to their permissions.

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Reference

Delegated Access Model

Layer	Description
Tenant Delegation	One tenant invites another to access its system
User Selection	Receiving tenant nominates users
Activation	Granting tenant activates users
Permissions	Granting tenant defines role and capabilities

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Key Entities

Entity	Description
Delegated Trading Entity	External tenant granted access
Delegate User	Individual user from external tenant
Granting Tenant	Tenant providing access
Receiving Tenant	Tenant receiving access

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Permissions and Roles

Field / Setting	Description	Notes
Active Status	Enables or disables delegate access	Must be manually set
Role	Defines permission profile (e.g. Admin)	Determines scope of actions
Manage Diary	Allows diary interaction	Explicitly assigned
Other Permissions	Not shown in transcript	Needs confirmation

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Behaviour Observations

Behaviour	Description
Visual Indicator	UI changes (e.g. orange menu) when acting as delegate
Dashboard Context	Remains user’s own dashboard
Diary Scope	Can access and manage diaries across entities
Multi-Entity Selection	Diary entries can be created under different trading entities

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Dependencies

Dependency	Requirement
Two Tenants	Both must exist and be configured
Mutual Configuration	Both tenants must complete their respective steps
User Activation	Required before access is usable
Role Assignment	Required to enable functional access

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Validation Points

Validation	Trigger
User Not Visible	Delegate user not yet added by receiving tenant
User Inactive	Activation not completed
Permission Failure	Role or permissions not assigned
Diary Visibility Issues	May require re-login (observed)

Caution

If a delegate user cannot see the diary or perform expected actions, verify that they have been added, activated, and assigned the correct permissions. A logout and login may be required for changes to take effect.