• Janis Donnelly-Coode

Giving your client viewer access

Did you know that you can give your client viewer only access to the matter? You can do this from the matter access screen or from your matter dashboard.


Why would you do this? There are a few reasons, like giving a barrister access to the files they are working on with you, or giving certain staff members access to all matters. Sam talks about all of those options in this video here.




Giving your client viewer access


Today we are going to have a look at giving your client, or a party to mediation, viewer only access to their matter. It is actually really simple, and once you have given your client viewer access you don't have to worry about emailing them each separate proposal or calculation, you just save it as a version and they can view it themselves at home.



It is quick and simple to do. Now they can look at the spreadsheet themselves at a different time to you, so they can access the user friendly summary of their assets whenever it suits them.


If you are unsure what level of access to give to them then the different levels of access are explained when you open Users. We wouldn't recommend giving a client anything higher than viewer access, but you might give a barrister user access.


In conjunction with this feature you could user the 'Save versions' feature to save some of the proposals as you are going, so the client can look at what that means in real life, in their own time and space. If you want to find out how to save versions then read this blog.



Want more information?


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