Determine the level of matter access for each user.

The level of access a user has is determined in their user profile, which can be set either:

• When adding a user
• By editing a user profile

On the user profile, the field 'Access' will offer the following options:

• All Matters Including Confidential - this user will be able to see all matters, even if they have been set to 'Confidential'
• All Matters - this user will be able to see all matters, including their own 'Confidential' matters where they are the Matter Manager or a Team Member.  They will not see 'Confidential' matters where they are not named as a Matter Manager or Team Member
• Group Matters - this user will be able to see matters within any Group to which they belong. Note that the 'Group' is set on each matter.
• My Matters - this user will be able to see only matters on which they have been specifically named as a Matter Manager or Team Member

Individual Matters can be set to 'Confidential' which will limit access to only:

• Matter Manager
• Team members
• Anyone with the access level 'All Matters Including Confidential'

Note: Where a user's access level is changed to 'All Matters Including Confidential', all other users with that access level will receive an email notification.

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