Rocket Matter Knowledge Base SettingsRole Permissions: How to enable role-based permissions on a new Matter.

Role Permissions: How to enable role-based permissions on a new Matter.

Our role-based permission options  allow users to create specific user permission roles. These roles are defined by title and by the specific access granted in each section of the software. Once roles have been created, you may assign specific users to these roles. Users may have 1 or more roles.

For more on creating roles, click here!

To add matter level permissions by role, follow these steps:

1. Click '+Add New' and 'Matter'.

3. Under the 'Who can view this matter' section, toggle 'The following roles'.

4. Add the name of the specific user role and click the green '+' sign to apply the role.

You may add 1 or more roles to each matter.  All users who are connected to the selected roles will have access to this matter.

5. Enter your remaining matter data and click 'Save Matter'.