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.
1. Navigate to the Matter.
2. Click 'Edit Matter'.
![](https://media.screensteps.com/image_assets/assets/003/914/220/original/2f28ebb5-096c-40da-959c-b37d8390169e.png)
3. Scroll down to view 'Who can view the matter?' and toggle to select 'Everyone', 'Just Me', or 'The following users..'.
![](https://media.screensteps.com/image_assets/assets/005/014/776/original/66cb2c4a-2869-419c-bc40-ece0423dabb5.png)
- 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.
![](https://media.screensteps.com/image_assets/assets/003/913/852/original/7b6596a3-9edd-4db4-b1b0-adeca6f3e6ba.png)
4. Scroll to the bottom of the screen and click 'Save Matter' to save your permissions.
![](https://media.screensteps.com/image_assets/assets/003/914/222/original/573dd9f2-f727-4521-b804-82ace493ddbb.png)
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]