Role Permissions: How to enable role-based permissions in an existing Matter.
Our granular permissions option, 'RM Permissions', allows users to create specific user permission roles. These roles are defined by title and the specific access granted in each section of the software. Once roles have been created, you can assign specific users to one, or more, these roles.
For more on creating roles, click here!
To add Matter-level permissions by role, follow these steps:
1. Navigate to the Matter of your choice and select 'Edit Matter'.
2. Under the 'Who can view this matter' section, toggle 'The following roles..'.
3. Add the name of the specific user role and select the '+' sign to apply the role.
You may add as many roles as needed. Only users who are connected to the selected roles will have access to this Matter.