You can lock down your matter so that only specified members of your team have access.

Matters can be set to 'Confidential' when you first create the matter, and/or after it has been created so that only specified members of the team have access.

New matter

To set a new matter to confidential:

• Click on the '+ New Matter' button in the top navigation menu to create a new matter
• Complete the fields in the matter form
• When saving the matter, click on the white drop-down arrow on the 'Save' button
• Choose 'Save as Confidential'

Existing matter

If a matter is already created, to set it as confidential: 

• Open the matter 
• Click 'Actions' in the top right-hand corner
• Select 'Make Confidential'
• A 'Confidential' label will appear in the top left-hand corner of the matter form, immediately above the matter name

Removing confidential settings

To remove the confidential settings on a matter, please:

• Open the matter 
• Click 'Actions' in the top right-hand corner
• Select 'Remove Confidential'

Access to confidential matters

Once a matter is set to confidential, only the below users will have access to these matters:

• Matter Manager
• Team members
• Any person who has administrative permissions of 'All Matters including Confidential'

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.