Matter Assignments and Permissions
Beyond roles, access to specific matters is controlled by matter assignment:
Solicitors see matters where they are the fee earner or assigned solicitor.
Partners and Admins see all matters.
Staff can be given access to specific matters via the Permissions module.
Granting matter access to a Staff member
Go to Permissions in the sidebar.
Click New Assignment.
Select the user and the matter.
Choose the access level (View Only, Full Access).
Click Save.