Matter team permissions - Accounts Side

Overview

On the accounts side, matters can be restricted to certain teams. 

Obtaining Access

If a user does not have access to a specific matter, there are three options:

1. Add the user to the team list under the matter permissions via Settings > Firm settings > Teams > Edit:
   
   Note:  A user can only be added to one team at a single point in time.
   
   
2. Add the user's current team to the matter permissions via matter > Settings > Permissions by ticking Read and Write:
   
   
   
3. Add the Access All Matters role to the user's account.
   
   

This permission will allow the user access to all matters, including restricted ones.