How do permissions work?
SILQ gives you granular, role-based permission controls — enhancing both security and user access based on responsibilities.
At SILQ, we understand that permissions must be finely tuned to reflect the specific responsibilities and access needs of each user role. That’s why every aspect of SILQ can be customised from a permissions perspective — whether it’s trust accounting, matter access, billing, or reporting.
This isn’t just about workflow efficiency — it’s a key security feature. By restricting access to sensitive data and critical functions, SILQ helps firms reduce the risk of unauthorised activity, protect client information, and maintain compliance with legal and ethical obligations. Role-based permissions ensure that users only see and interact with the information relevant to their role — no more, no less.
These can be found in the security settings of each user.
1. In the top right hand corner, click on the settings cog
2. Scroll down and find, then click on, users
3. Navigate to the user you would like to update permissions for
4. Click on edit
5. Expand the Security tab
Here you will find a list of all of the permissions available. If a permission is ticked, the user will have access. If it is unticked, they will not have access.
Below is a breakdown of each security aspect of SILQ, what it means and how you can customise it.
Matter Details
The matter details permission refer to matter data which is essentially everything found on the new/edit matter window.
1. All - If this is ticked, the user will see absolutely every single detail within all matters.
2. Access - This will allow access to the matter buttons and window. If this box is not ticked, the user will not be able to see any matters at all.
3. Create - The user will be able to create new matters.
4. Edit - If this is not ticked, but the access & create options are ticked, the user will be able to view and create new matters, but not edit the matters. They will, however, be able to create time entries for those matters.
5. Delete - If ticked on, the user will be able to delete the matter. Our suggestion is that only certain staff members have permission to delete. That said, matters will not be able to deleted even with this permission on if there are time entries, trust monies, disbursements, invoices, receipts or documents assigned to the matter.
6. View Matters Not Assigned - Even with the access permission ticked, if this option is not on, the user will not be able to view any matters where they are marked neither as the Matter Owner, Primary Fee Earner or Person Assisting.
7. Conflict Check - Conflict check can only be accessed by the user if this setting is ticked. If not, the conflict check button will be greyed out for that user. Please be mindful that conflict check will bring up results for all matters regardless of whether the user has permission to view those matters or not. Therefore, we suggest that conflict checks be conducted by only those who the practice is happy to gain access to all information.
Day Book / Time Entries
1.
Contacts
1.
Dashboards
1.
Deliverables
1.
Document / Email Generation
1.
Document Register
1.
Estimates
1.
Invoicing
1.
Receive Money
1.
Spend Money
1.
Chronology
1.
Topics
1.
Authorities
1.
File Notes
1.
Safe Custody
1.
Safe Custody Packet
1.
Searching
1.
Diary
1.
Tasks
1.
Chart of Accounts
1.
General Journal
1.
Other Accounting
1.
Trust Money
1.
Trust Chart of Accounts
1.
Trust General Journal
1.
Trust Reports
1.
Protected Trust
1.
Accounting Reports
1.
Management Reports
1.
System
1.
Users
1.
Activities/Sundries
Activities have now been renamed to Fixed Fees.
1.