Sharing Practice Information > Sharing access to an Office

Sharing access to an Office

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

For more information, see:

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. May see and edit only the Restricted records that both the Guest and the Firm Member have Restriction viewing and editing rights to. May access a Firm Member's Office even if that Firm Member's Access Class is "Former Firm Member".	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. The Office Home view shows a picture instead of the Home Page.
Favorites	Unavailable	Same as Guest Assistant.
Files	Can view Office Owner's Files, and edit as the Guest. Can apply, add, and edit the Owner's Precedents.	Same as Guest Assistant, except that cannot delete Files, and the Admin - Accounting view is not available.
People	Can view Office Owner's Contacts, and edit as the Guest.	Same as Guest Assistant, except that cannot delete Contacts.
Time	Can view, edit, and post Office Owner's Time Entries in the Time module and the My Time view of Files. Can use the Owner's Time Entry Assistant function. If the Owner is a Timekeeper, they are by default assigned as the Timekeeper in new Time Entries. The Owner's Time Entries are shown in Search results.	Cannot access the Time module or the Office Owner's Time Entries. Cannot use the Time Entry Assistant function. 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.
Calendar	Can view Office Owner's Calendar, including the Owner's Diary. Can use 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 Notification and Reminder Stickies.	Same as Guest Assistant.
Tasks	Can view Office Owner's To Do's. Can use 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.	Same as Guest Assistant.
Communications	Can access 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-mails are not shown. Can send new e-mails 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 Office Owner's Library, including Personal Library Pages, and edit as the Guest.	Same as Guest Assistant.
Dailies	Can access Office Owner's Dailies.	Same as Guest Assistant.
Notes	Can access Office Owner's associated Notes in various modules, but cannot access the Notes module. Can add and edit Notes as the Guest. Cannot convert or delete Notes. Receives Stickies sent to the Guest and sends Stickies as the Guest.	Same as Guest Assistant.
Search	Can use, add, and edit 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	Office Owner's Documents are listed in the My Documents views of the Documents Index, File Details, and Contact Details. 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 and e-mails using Office Owner's Merge Templates. The Guest's own Document Assembly preferences are applied. Cannot add or edit Merge Templates.	Same as Guest Assistant.
Outlook/Exchange Contacts & Calendar Link	If Office Owner has configured Link with Outlook, it's unavailable. If Office Owner has configured Link with Exchange, their records are marked and synchronized.	Same as Guest Assistant.
Google Contacts & Calendar Link	Office Owner's records are marked and synchronized with their Google account.	Same as Guest Assistant.
Client Portal	Cannot invite Clients or share items.	Same as Guest Assistant.