Access to matters

Once you have added your staff or team as Admins, Users or Viewers to your account, the next step to consider who should have access to matters that individuals create. Anyone that creates a matter is the owner or admin for the matter, however access for other staff members can be given manually or automatically through the account settings. I've outlined the instructions for both options below:

A. Manually adding a User to your matter

1. From your matter listing, click on the '...' icon to the right of the required matter and select 'Set-up'

2. Scroll down to User Access and click on 'Add' under the heading 'Account Users'

3. Select the person from your firm/practise that you wish to provide access and select the access level. Note: A description for each access level is provided

B. Automatic access to matters - only account administrators can do this step

If your firm or practise has a policy that all staff have access to everyone's matters, or if you would like selected staff to be given access to everyone's matter, this can be achieved through the Account Settings. It's important to note that whilst Admins for your account have access to the settings and can add or remove users, they don't get automatic access to all matters so you need to follow these steps:

1. From the main menu, click on Account > Settings

2. Scroll down to the blue heading 'Matters' and click to view the settings.

3. Review the options shown under 'Access to new matters' and select the one that suits your firm/practise:

Selected staff have access to all new matters - choose the option 'Add the following people to new

matters (as users) ...', and click the 'Add' button to select the people from your existing account user

listing.

All staff have access to each other's matters - Choose the option 'Add all people within this firm to new

matters (as users)...'.

There is one final option that you can consider, which is allowing all people that you have added to your account as either 'Users' or 'Admin' to be given full access to all matters, which means they have admin access to all matters.

This matter admin access is not to be confused with Account 'Admins' whereby the latter can make changes to Account Settings as well as adding or removing staff from your account.

Q. What is the difference between matter admin access and user access?

There is only a minor difference between these matter access levels and that Admins can invite other users (eg. external users) to access the matter.