Private Matters

In 2024 Acuity released the ability to make a matter (or claim) private and assign it to designated individuals for all create/read/update and delete operations.

If you are a member of the Privacy Access User Group, you will be able to access Private Matters in your assigned Practice Areas.

How do you know if a matter is Private?

• A lock will display to indicate the matter is only visible to authorized users
• You can toggle a matter back to Public, which means the previous matter restrictions apply.  i.e. Only authorized firms can access and/or Client Users assigned to the corresponding permission group

 

• Members of this group will have an option to create a Private matter:

• Click the Claim Settings tab to view who has permission to the matter:

Note: If you need to be a Manager or Member Of the Private Matter Permission Group, reach out to Acuity Support and we can help get you started