Category Permissions
Choose which users have access to a matter category by assigning Accessible Roles. You can also edit a category to grant access for a particular role on Thread (e.g. Accountant), or to remove access.
All matter category permissions are granted on a role basis, and individual permissions cannot be granted. You can set individual permissions on individual matters only. 1. Select the settings tab
on the bottom left of your menu.
2. Select Matters and then Category.
3. To grant permissions to an existing matter category, select the category and click Edit on the top grey pane.
4. A pop-up window will appear. Scroll down to Accessible roles and select roles that you want to grant access to from the drop-down menu.
5. Click Save.
It will not be possible to remove access to matter categories for roles which have access to admin settings and editing user permissions.
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