Matter Permissions

Matter Permissions

The Permissions section within a matter allows you to control which users in your organization can create, view, edit, and delete documents in a specific matter. Removing all permissions for a user within a matter will remove their access to that matter entirely.  

NotesTo restrict the user’s access to all matters within a specific matter category, such as Family Law, you can update the allowed roles in matter category permissions. 

Viewing Matter Permissions  

To see which users in your organization have access to your specific matter, and to see the permissions they have, do the following:  

1. Click Matters on the left pane of Thread.  

2. Search for a matter using the search bar provided.  

3. Click the matter name.  

4. Click the Settings tab on the top right end corner then select Permissions. 




5. Here, you will see what permissions your colleagues have for your matter, and where your matter inherits permission from.   




AlertOnly the matter owner can edit the permissions of their matter. 


Stop Inheriting Permissions from Matter Category  

Matters automatically inherit permissions from their category. So, if you have a criminal law case, and criminal law cases are configured to grant all users in your organization access to those matters, these configurations will automatically apply to your matter.  

To edit permissions, you will have to stop inheriting permissions to grant or remove access for another user.  

1. Click Matters on the left pane of Thread.  

2. Search for a matter using the search bar provided.  

3. Click the matter name.  

4. Click the Settings tab on the top right end corner, then select Permissions. 

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5. Click Stop Inheriting Permissions on the top pane. 

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Your matter will now have unique permissions. You can grant access and edit the permissions of users.  


Alert
Only the matter owner can edit the permissions of their matter. 

Granting Matter Permissions  

If you want to specifically grant matter permissions to a member of your organization, you can do this easily. 


NotesIf a matter inherits permissions from its parent category (i.e. Family Law or Bankruptcy), you will have to stop inheriting permissions to grant access to another user. 
 

1. Click Matters on the left pane of Thread.  

2. Search for a matter using the search bar provided.  

3. Click the matter name.  

4. Click the Settings tab on the top right end corner then select Permissions. 


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5. To grant permissions to another user, click Grant on top. 

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6. A pop-up window will appear. Select the user you want to grant permission to and click Next.  

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7. Choose the permissions you want to grant to the user and click Save.  

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AlertOnly the matter owner can edit the permissions of their matter. 


Editing Matter Permissions  

You may want to edit the matter permissions of users in your organization, for example, granting them permission to edit documents, and removing their permission to delete them.  


Alert

If a matter inherits permissions from its parent category (i.e. Family Law or Bankruptcy), you will have to Stop Inheriting Permissions to edit user access.

 


1. Click Matters on the left pane of Thread.  

2. Search for a matter using the search bar provided.  

3. Click the matter name.  

4. Click the Settings tab on the top right end corner then select Permissions. 


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5. Select the user(s) that you want to edit the permissions of and click Edit on the top pane.  


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6. A pop-up window will appear. Remove or grant permissions to users by toggling Yes/No.  

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7. Click Save.  

Warning
To change user permissions, make sure to use the toggles as above. If you choose the Remove button instead, the
user will be removed from the list and you will not have the option to edit their permissions, and their permissions will not change. 

AlertOnly the matter owner can edit the permissions of their matter.
 
IdeaIf you are looking to update user permissions for other areas of Thread, such as removing their access to financial details or reports, you can update the user role in Role Permissions.