User Groups

Groups allow for streamlined and convenient access management. With Groups, you can assign multiple Users access to a specific Matter with just one click. 

Matters have two types of access: Matter Access and Accounting Access 

• Matter Access gives Users the ability to view and edit information related to a Matter
• Accounting Access gives Users the ability to view and edit Accounting information for a Matter

By distinguishing between Matter and Accounting Access, Users have access to pertinent information while maintaining security, preventing unauthorized Users from having Accounting Access. Users with Accounting Access must have Matter Access.

Groups are especially useful for companies that have consistent teams assigned to projects, or organize workflows by department. Instead of adding each member of a team or department individually, the team as a whole can be given Matter Access as a Group. This saves significant time.

Create a Group:

• Click on your Profile Icon
• Select “Account Settings”
• Select the Groups tab
• Select “Create New Group”
• Write the name of the Group
• Select Group Members
• Write a description of the Group (optional)
• Press “Save”

Assign Matter Access to a Group:

• Create a New Matter
• Scroll to Matter Access
• Select Group Members Only
• Choose the Group that will have access to the Matter
• Exclude Users in the Group from Access (optional)

Assign Accounting Access to a Group:

• Create a New Matter
• Scroll to Matter Access
• Select Group Members Only
• Choose the Group that will have access to the Matter
• Exclude Users in the Group from Access (optional)
• Scroll to Accounting Access
• Select Group Members Only
• Choose the Group that will have access to Accounting
• Exclude Users in the Group from Access (optional)