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Limited Access Matters

If you need to strictly limit user access to a matter, such as with an HR dispute, you can designate the matter as a Limited Access matter. Only those users who are specifically added to this matter will have access.
Users who generally have matter access (such as delegates or those with access to all matters in an organizational unit) do not have access to a Limited Access Matter unless specifically added.
Only a company system administrator can create a Limited Access Matter or convert a standard matter to Limited Access status. If you are not a company system administrator but want to create a Limited Access Matter, use the link at the bottom of this page to contact your Tracker Coordinator.

Limited Access Matters and matter groups

A Limited Access Matter cannot be part of a matter group. To assign Limited Access status to an existing matter that is part of a matter group, first remove it from the group.
Create a Limited Access Matter
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. On the toolbar, click
    Create matter
    . Note: If you do not see the Create Matter command on the toolbar, your system role does not allow you to create matters.
  3. For the option
    Does this matter belong to a Matter Group
    , select
    No
    .
  4. Select the Limited Access Matter check box.
  5. Finish configuring the matter.
  6. On the toolbar, select
    Save & close
    .
Assign Limited Access Matter status to an existing matter
  1. Navigate to the
    Profile
    page for the relevant matter.
  2. On the toolbar, click
    Edit options
    .
  3. Select the
    Limited Access Matter
     check box.
  4. On the toolbar, select
    Save & close
    .

Adding users to a Limited Access Matter

Only a matter administrator can add users to a matter, Limited Access or not.

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Company