Restricting Access to a Matter

In this article:

• Restricting Access
• Setting Permissions

Occasionally, you may need to override the normal permissions for a matter and limit who can access the details of it. For example, say a client 's circumstances change and the case needs to be locked down because of sensitivity. You can restrict access to matters.

Once you restrict a matter, a Restricted banner is displayed across the matter's icon. Additionally, any items (like Tasks and Documents) associated with that matter will no longer be visible.

Restricting Access

If you have the correct permissions assigned for your role, you can limit who has access to a specific matter in Actionstep. (An admin can see Setting Permissions below for help reviewing and assigning these permissions.)

To do this:

1. In Actionstep, edit your matter. See Editing a Matter for help.
2. Click the information tooltip next to the matter name. A window appears showing metadata about matter.
3. Click Edit. The Edit Matter Properties window appears. 
4. Toggle Restricted Access to on. Additional fields appear below the option. 
5. Click Add User to find and select which users will have access to the matter. 
6. Repeat Step 5 for each additional user you want to grant access to. 
7. When you're finished, click Save to save your changes.

Setting Permissions

Only certain system roles are allowed to restrict actions. Admins can grant or remove these permissions.

To do this: 

1. In Actionstep, go to Admin > Users & Permissions. 
2. Click Data Permissions in the right-side panel.
3. Choose the role from System Role 
4. From System Object, choose Action table.
5. Select or clear can_restrict, depending on whether you want the role to be able to restrict access or not and then complete any remaining fields as needed.
6. Click Save to save your changes. 

Related Articles:

• Matter Overview Panel Explanations
• Creating a Matter
• Editing a Matter