Setting User Security Rights to Individual Matters in the Matter Manager
You can grant access to an individual matter for specific users.
Take the following steps to grant security rights using the Settings tab:
- Click File and select Matter Manager... to open the Matter Manager window.
- Enter a matter number in the Matter box.
- Press the Tab key on your keyboard.
- Click the Settings tab.
- Click Matter Security.
- Click to check mark the User Name of the user to add matter rights.
- Click OK to return to the Matter Manager window.