You can define security roles to limit user access within mattero™. For example, to limit access to matters for practice areas that users work in.

Create Security Roles

To create a security role:

1. On the sidebar, select System ().
2. Under Users, select Security Roles.
3. Select Create New.
4. Enter the security role name.
5. Optionally, select permissions for the security role:
   1. Edit System Settings permits modifying system settings, including creating and editing users and security roles.
   2. Manage Trust permits managing the trust account, including deposits, reconciliations and reports.

   • Delete Matters and Contacts permits deletion of matters and contacts. 

     Note: For the first security role you create:
     -  You must select, at a minimum, Edit System Settings. For any security roles you create after that it's not necessary to select specific permissions, because, for example, you might be creating the security role to limit access to a specific practice area.
     -  Your user is added to the security role, to allow for additional configuration of that role.

     

      

6. Select Save.

By default, the security role created contains the user that created it.

Delete Matters and Contacts Permission

If you select the Delete Matters and Contacts permission, the following rules apply:

• Deleting a matter or a contact also deletes all documents and tasks associated with the matter or contact.
• You cannot delete a matter if there are:
  • Trust records associated with the matter.
  • Invoices associated with the matter.
• You cannot delete a contact if:
  • It is a user or a client of a matter.
  • There are matter contact custom fields associated with the contact.
  • There are trust records associated with the contact.

Edit Security Roles

To edit a security role:

1. On the sidebar, select System ().
2. Under Users, select Security Roles.
3. For the security role you want to edit, under Actions, select Edit Details.

4. Edit the details of the security role.

   Note: You cannot remove the Edit System Settings permission from yourself. That is, you must always be a member of at least one role that has the Edit System Settings permission.
   The exception is if you delete the last security role, thereby disabling security roles completely.

5. Select Save.

A login refresh occurs for users in the updated security role.

Add or Remove Users 

To add users to a security role or remove users from a security role:

1. On the sidebar, select System ().
2. Under Users, select Security Roles.
3. For the security role you want to add or remove users from, under Actions, select Add/Remove Users.
4. To add users:
   1. Start typing a user name and select the user from the list displayed.
   2. Select Add User.
   3. Add users to the security role as required, and then select Save.
5. To remove users, select the trash can icon beside the name of a user.
6. Select Save.

A login refresh occurs for users added to or removed from the security role.

Edit Practice Area Access

To edit practice area access for a security role:

1. On the sidebar, select System ().
2. Under Users, select Security Roles.
3. For the security role you want to edit practice area access for, select Edit Practice Area Access.
4. For the practice area you want edit access for, under Actions, select Edit Details.
5. Under Security Roles, select which security roles can access the practice area.
6. Select Save.

Delete Security Roles

To delete a security role:

1. On the sidebar, select System ().
2. Under Users, select Security Roles.
3. For the security role you want to delete, under Actions, select Delete.
4. Select Yes to confirm.