Overview

Use matter based permissions to restrict specific users from accessing designated matter. To restrict a user from a matter, the matter permissions will need to be adjusted on both the desktop and the accounting side of the system.

By default, the Team that the person responsible is allocated to will have read/write access to a matter. To restrict users from accessing a matter, the Team will need to have read/write access removed and the individual users who should have access will need to be added.

Edit matter permissions

1. Navigate to the matter and select the gear icon and select Permissions.

2. Select Add Entry.

3. In the new line, start typing the name of the user who should have access to the matter. Select the user from the drop down list. 

4. To provide a user with access to a matter, select the tick box for Read and Write. 

5. Repeat steps 2 & 3 for all users who require access to the matter. 

6. To restrict other users in the firm from having access, deselect the Read and Write box for the Default Team (and/or other teams, if present) on the matter. 

Users who have the User Role permission Access All Matters will be able to view matters, even if they are restricted on a matter. 

7. Select Save.