Overview

Matter Settings allows you to add or remove fields that are not relevant to the matter you are dealing with, restrict access to a matter for specific users and view the history of actions taken on the matter. 

Matter Settings 

To access the matter settings

1. Open a matter and select the cog at the top right hand side of the screen. 

2. Select the area that you wish to update.

Matter Details 

In this section you can add or remove roles required for the matter by selecting/de-selecting the check box. This enables you to have a clean view of the matter.

Permissions

Matters can be updated to remove access for specific users where required. By default all staff can access all matters.  Checking Select Staff will display a list of all employees allowing you to select only those you want to allow access the matter.

Matter History

The history of the matter will record every occasion the matter details are updated, displaying when the change was made(1), whom has made the change(2), and the changes that were made (3).