Restricting Access to a Matter

In this article:

• Restricting Access to a Matter
• Setting Access Permissions (Admin)

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 limit who within your firm can view the matter.

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 to a Matter

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 information 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 Access Permissions (Admin)

An admin user can choose which system roles can restrict access to matters. 

To do this: 

1. In Practice Management, go to Admin > Users & permissions. The Users & Permissions page appears.
2. Click Data Permissions in the right-side panel. The Permissions page appears.
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.
   
6. Complete any remaining fields as needed. (See Configuring System Roles and Data Permissions for complete instructions on working with these options.)
   
7. Click Save to save your changes.

Related Articles:

• About the Matter Overview Panels
• Creating a Matter
• Editing a Matter