Overview of Users & Roles (CSPs) – LPG Help Centre

In LPG, every user has a unique Username and Password to log in. The system keeps track of everything a user does (like changes to Matters and Orders) and can show a history of those actions.

A role is effectively a job description. Each role has particular tasks that it can perform. A User may be assigned more than one role depending on the structure of the organisation and what workflows are required to satisfy the operational business rules. (See the tables at the end of this topic for a list of roles and the tasks they can perform.)

The privileges and roles assigned to the User determine which parts of LPG they can access.

Who can set up users and edit roles:

The LPG Sys Admin or HR Admin roles can create/edit each user's account and profile.

How to Check Your Roles:

In the LPG menu, go to Users > My Details.
On the My Details screen, click “Roles and Workgroups”
- N1 Displays the roles you currently have assigned to your user.
- N2 Displays the Workgroup assigned to you within that role. To find more information on what a workgroup is, visit HERE.
- N4 Displays your Authority. You can action work up to the dollar value specified. Anything above that will require manager approval.

Note:

Each workgroup is assigned specific access levels. The following explains the different types of access indicated by the Member and Supervisor tick marks (N3):

Member Only:

A tick in the Member Only column means the user is a Member of the Workgroup (not a Supervisor). As a Member, the user can:
- View all work assigned to the workgroup.
- Only acquire unassigned work to become the owner.
- Take action on the work once they are the owner.
- "Release" work back to the group, allowing another member to acquire it.

Member and Supervisor:

A tick in the Member and Supervisor column means the user has Supervisor. By default, if the user is a Supervisor, they will also have Member access. As a Supervisor, the user can:
- View all work assigned to the Workgroup group.
- Acquire unassigned work to become the owner.
- Take over work that has already been assigned to another user.
- Assign or reassign work to any user within the Workgroup.

What can the CSP Roles do?

Operations Roles:

ROLE	TASK
Job originator	Create orders
Contract administrator	Categorise, itemise, transmit orders Approve budget variations and extension of time requests Reopen orders and matters *
Scheduler	Ability to select provider contract to allocate to matter and orders
Accounts	Action, review and approve invoices
Matter manager	Create, view and take ownership * of matters Create matter templates
Approval manager	Approve high-value matter estimates, invoices, budget
Document reviewer	Review all Provider submitted documents (Initial Advice, Advice, Program)
Data analyst	Ability to view, run and create reports

* Supervisor access required

Management Roles:

System administrator	User management: create, update, maintain and add a user to the hierarchy. Manage workgroups Set work type templates Set customer configurations Approve Key Personnel
Hr admin	User management: create, update, maintain and add a user to the hierarchy.
Commercial contract manager	Create contract Manage rates Adjust KPI events Set work type templates Send internal and external broadcasts
Technical contract manager	Set contract components (templates - KPI, star ratings) Send internal broadcasts
Compliance	Maintain and verify compliance documents

Articles in this section

Job originator

Create orders

Contract administrator

Categorise, itemise, transmit orders

Approve budget variations and extension of time requests

Reopen orders and matters *

Scheduler

Ability to select provider contract to allocate to matter and orders

Accounts

Action, review and approve invoices

Matter manager

Create, view and take ownership * of matters

Create matter templates

Approval manager

Approve high-value matter estimates, invoices, budget

Document reviewer

Review all Provider submitted documents (Initial Advice, Advice, Program)

Data analyst

Ability to view, run and create reports

* Supervisor access required

System administrator

User management: create, update, maintain and add a user to the hierarchy.

Manage workgroups

Set work type templates

Set customer configurations

Approve Key Personnel

Hr admin

User management: create, update, maintain and add a user to the hierarchy.

Commercial contract manager

Create contract

Manage rates

Adjust KPI events

Set work type templates

Send internal and external broadcasts

Technical contract manager

Set contract components (templates - KPI, star ratings)

Send internal broadcasts

Compliance

Maintain and verify compliance documents

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