Security

Teams

Security Teams handle workflow roles and permissions. Wall Teams control confidential client and matter access.

Security

Create Team

Live demo mode is on. Admin and destructive changes are limited for public visitors.
User 00000001 is a protected system user and cannot be edited in any environment.
Leave blank to generate this from the team name.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Administrator Full CMIForge administration.

Included teams

No nested teams yet.

Team details

Members

No members yet.

Roles

  • Intake Reviewer Can review and approve assigned intake workflow tasks.

Included teams

No nested teams yet.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Entity Approver Can view entity records and approve assigned entity changes without creating, editing, archiving, or maintaining restricted entity data.

Included teams

No nested teams yet.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Entity Approver Can view entity records and approve assigned entity changes without creating, editing, archiving, or maintaining restricted entity data.

Included teams

No nested teams yet.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Entity Approver Can view entity records and approve assigned entity changes without creating, editing, archiving, or maintaining restricted entity data.

Included teams

No nested teams yet.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Entity Approver Can view entity records and approve assigned entity changes without creating, editing, archiving, or maintaining restricted entity data.

Included teams

No nested teams yet.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Intake Reviewer Can review and approve assigned intake workflow tasks.

Included teams

No nested teams yet.

Team details

Members

  • Ima User imauser@twodumbdogs.com Added 7/19/2026 9:12 PM Active user
  • User One user.one@cmiforge.com Added 7/19/2026 9:12 PM Active user

Roles

  • Entity Approver Can view entity records and approve assigned entity changes without creating, editing, archiving, or maintaining restricted entity data.
  • Intake Reviewer Can review and approve assigned intake workflow tasks.

Included teams

No nested teams yet.