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How Can I Grant a User Access to All Matters?

To grant access to every open matter for a new or existing Legal Staff member, without granting Administrative or Super User privileges, a user must be assigned to the necessary WorkGroups.  The user's profile must also have “restrict results to assignments” and “hide private” turned off.  You may refer to the following guidelines:

  • Navigate to People \ In-House Legal Department menu option
  • Retrieve the user profile - you can sort by the alphabetic filters or use the List All option and scroll through the list of in-house personnel


People in house Legal Menu.png

  • Within the user's profile, select the Application Permissions link 
  • Ensure that the radio button for 'Search Results Restricted to Assigned' and 'Search Results - Hide Private' are both turned gree


LT Hide Private_Restrict Results to Assignments Application Permissions tab.png


  • Access the WorkGroup link within the user's profile and ensure that all company-specific WorkGroups are green


 LT WorkgroupSecurity.png


WorkGroup Security Group selection.png


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