Matter Permissions and Groups

You can assign a Matter to a certain individual, everyone in your firm, or a specific Group. If you are not included in the permission group, you will not be able to find the Matter.

Note:
Administrators can assign permissions to a matter, and can create and edit groups.
Non-Administrators can assign permissions to a matter.

To assign the matter permission, go to your matter and click the "Edit" button.

In the Permissions field, select who you want to be able to access the Matter.

  • Me means only you can access the Matter
  • Everyone means every user on your account can access the Matter
  • Choosing a Custom group means every user in that group can access the Matter
    • For information on how to create a group, click here.

Note: In order to view a matter, or bill it, you must be part of the permission group with access to that matter.

 

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