Access rights for must be specified for any user who needs to access the Geolocation field for fees or run the Transaction File List sorted by Geolocation, including users with manager rights. This can be done by creating additional access profile(s) for the Display Geolocation for Fees access right and assigning them to users as necessary. Access Profiles are created for Tabs3 Software using System Configuration.

  To add an additional access profile for Geolocation

  1. In System Configuration, open the Access Profile window (File | Open | Access Profile).
  2. Specify an Access ID (e.g., “GEOLOC”) and Access Name (e.g., “Geolocation for Fees”).
  3. Select the following access right: Tabs3 Billing | Fee, Cost, Payment & Client Funds Transactions | Display Geolocation for Fees

    4. Note: To also allow access to the Geolocation field in PracticeMaster, select PM | File Information | Display Geolocation for Fees.

  4. Save the access profile.
  5. Open the User Configuration window (File | Open | Users).
  6. Select the user who will be performing billable work in another state or jurisdiction.
  7. In the Currently Assigned Access Profiles list, select the new access profile (e.g., “GEOLOC”).
  8. Save the user.
  9. Repeat steps 6-8 for each additional user.

Tip: If all users need to set Geolocation information, add the Display Geolocation for Fees access right on the access profile that grants Add Fee rights, and then additionally assign this access profile to manager users.

Note: Only managers can add new access profiles.

See also: Knowledge Base Article R11954 - Using Fee Geolocation