By default, users of the software can see all matters unless they are defined as insider matters. However, the visibility and editing rights of matters can be protected by user groups. If the power user has already defined a suitable user group for protection in the settings, you can select the matter to be protected, for example, from the matter list and use the Permissions button on the ribbon.
In the Permissions window, all user groups are unselected by default, and the matter’s visibility is not restricted to any user group.
Selecting the circle in front of a user group turns it green and grants rights to the matter only to that group. Once the necessary user groups are selected, the matter is visible only to users belonging to those groups, to the named responsible persons for the matter, to the matter team members, and to power users.
Comments
0 comments
Please sign in to leave a comment.