Rocket Matter Knowledge Base MattersHow to set matter-level permissions.

How to set matter-level permissions.

Matter-Level permissions can be set in Rocket Matter by specifying who can view a Matter.

Following are instructions on how to do so:

1.  Navigate to the Matter

2.  Click "Edit matter".

3.  Scroll down to view "Who can view the matter?"

3.  Scroll down to view "Who can view the matter?"

4.  Select from "Everyone", "Just me, "The following users".

4.  Select from "Everyone", "Just me, "The following users".

Everyone:  By default, Everyone is selected, so everyone can see the matter

Just me:  When this  option is selected, on the you can view the matter

The following users...:  Select this option when you want to restrict permission to view the matter to only specific users

4a.  To allow specific  users to access the matter, click "add another", and enter each user permitted in the open field.  

4a.  To allow specific  users to access the matter, click "add another", and enter each user permitted in the open field.  

Note:

- Multiple users can be added by clicking "add another" multiple times, and entering the permitted users

- Allow user names to 'auto-populate" by typing in the first few letters of the permitted user's name, and then select the correct username from the drop-down menu

5.  Click "OK" to save your Matter Permissions.

5.  Click "OK" to save your Matter Permissions.

Tip:  Contact our Support Team for help on assigning Matter Permissions for MANY matters.

Also view:

How to add a matter

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com