How to set Matter-level permissions.
Matter-level permissions restrict access to specific Matters. Only select users will be able to view select Matters. The steps below can be followed while creating a new Matter, or on existing Matters.
3. Scroll down to view 'Who can view the matter?' and toggle to select 'Everyone', 'Just Me', or 'The following users..'.
- Everyone: Gives the whole firm access to this Matter. This option is toggled by default.
- Just Me: Gives yourself access to this Matter, solely.
- The following users..: Gives access to specific users. You must add each user's name individually by typing the name of the user and clicking the '+' sign. Only the listed users can view this Matter.
4. Scroll to the bottom of the screen and click 'Save Matter' to save your 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 [email protected]