You can add users or security roles to one or more Matters so they can only be accessed by a certain individual, or a select group of individuals.
Note: This process requires configuring both Practice Areas and Security Roles; confirm your mattero account can access both these features before proceeding.
(View the Configure and Edit Practice Areas and the Create, Assign, and Delete Security Roles articles for more information.
Restricting Access to a Matter
To restrict access to a Matter, you must:
- Create a new Security Role.
- Create a new Practice Area and grant access.
- Create Matters in this Practice Area, or move Matters to this Practice Area.
- Add a Security Role or User directly from a Matter.
Creating a New Security Role
To create the Security Role:
- In the sidebar, select System ().
- Under Users, select Security Roles.
- In the Security Roles page, select Create New.
- Enter a Name for the Security Role, then select from the various Policies available as needed.
It is recommended the Name you select be the same name you give to the Practice Area you will create next.
Note: Within a policy, you can select different settings and permissions.
- When all selections are made, select Save.
Note: If this is the first Security Role you create, it must include the Edit System Settings permission, with the Users sub-permission also selected. This will allow you to create and edit new Security Roles.
It is strongly recommended a Security Role with all permissions be created first and assigned to your organisation's top administrator, to ensure all aspects of mattero can be accessed by at least one User in your organisation.
Also, if you already have existing Security Roles, it is also recommended you confirm which permissions each Role has, so that this new Security Role does not grant additional permissions, or remove existing permissions.
(View the Create, Assign, and Delete Security Roles article for more information.)
Once a Security Role is created, you must assign it to the User(s) who can access the restricted Matters.
To assign a User:
- Select the Actions menu of a Security Role, then select Add/Remove Users.
- In the window that opens, enter a User's name, then select Add User to add them to the Security Role, then select Save.
Creating a New Practice Area and Granting Access
You will now need to create a Practice Area and grant access to the new Security Role.
To do this:
- Select the Actions menu of a Security Role, then select Edit Practice Area Access.
- Select Create New Practice Area.
- Enter a Name and Description for the Practice Area.
- Select if you want the Practice Area to be Enabled or Disabled. The Enabled option will be selected by default.
- In the Security Roles section, select the Security Role/s you want to give access to.
- Select Add Stage to add Stages as needed, then enter a Name and Description; if this Stage closes the Matter, select Matter Closed.
Note: At least one Stage must have Matter Closed selected. Selecting this Stage when working on a Matter automatically closes the Matter. However, a Matter can be reopened at any time by selecting a different stage.
Alternatively, to delete a Stage, select the Delete () icon.
- When all information is entered, select Save.
Moving Matters to this Practice Area
Once you have created the Practice Area and assigned the Security Role, any new Matter you create with this Practice Area can be accessible by mattero Users with this Security Role.
You can also edit any existing Matters to move them to this Practice area.
To do this:
- In a Matter, select the Details tab, then select Edit.
- Select your new Practice Area from the dropdown menu that appears, then select Save.
Add a Security Role or User directly from a Matter
You can also add a Security Role or a User to a Matter directly from the Matter screen.
- Select the Matter Security icon on the extreme right of the Matter screen. The Matter Security window will open up.
- Under the Security Roles tab, enter the Security Role you want and select Add Security Role.
- To add a User to the Matter, select the Users tab and enter the name in the field. As you start typing, the names of the members in your organisation will be displayed.
- Once you've added the Security Roles and/or Users, select Save.
Note: The Inherit Security Roles from Practice Area option will be selected by default. You can uncheck the box to remove the Practice Areas default Security Roles.
This Matter will now be restricted to these Security Roles and Users.
Frequently Asked Questions, Restrict Access, Restriction, Privacy