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Legal Staff Cannot Access Any Matters

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If a user is unable to search for or access any matters, there are three things the Lawtrac Administrator should check:

1. Confirm what the user's "Restrict Results to Assigned" setting is.This can be confirmed as follows:

  • People | In-House Legal Department | select user | Application Permissions
  • Under the Matters area, ensure ‘Search Results Restricted to Assigned’ is red (off)

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2. Ensure that the user is assigned to the appropriate matter security groups. This can be confirmed as follows:

  • People | In-House Legal Department | select user | Work Group Security
  • Make sure the user is assigned to at least one security group (indicated by the green dot icon) - general users can only see matters that match their security group assignment

 

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3. User's quick find settings. Each user should review their Quick Find settings found on the right side of the screen after initiating a Quick Find Search:

LT-Quick find-1_mp.jpg

  • Ensure 'Only Include My Matters' is not checked
  • Ensure Search Options are set to search all areas
  • Click Save