Security groups are created and managed by the site administrator in Application Administration. Access to a specific matter record is only allowed to those users whose work/security group matches the matter's work/security group.
To assign permissions to a particular work group, click Work Group Security from within a legal team member's profile on the right sidebar.
Click on the switch to the right of an active group name to set the security for the person it that work group.
- —Inactive group
- —Individual does not have access
- —Individual has access