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.