...
The Directory tab lists all the matters/directories created in the configured external systems from the uploaded jobs.
| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 6 |
|---|
| include | |
|---|
| outline | false |
|---|
| indent | |
|---|
| exclude | Overview |
|---|
| type | list |
|---|
| class | |
|---|
| printable | false |
|---|
|
...
| Info |
|---|
Note: The following columns are displayed by default: |
...
| Expand |
|---|
| title | Matter Team and Security |
|---|
|
Matter Team & SecurityYou can add users and groups specifically for the selected matter. When a user is added to the matter team, CAM grants the user/group access to the workspace. You can also remove a user's access to specific matters by denying permission to access the matter. In the Matter Team and Security, window clicks the Add Member/Group button. In the Add Member/Group window, type information in the provided fields, based on the table below, then click Save Field | Description |
|---|
Security Enabled | Select the radio button to assign the matter security to a User or a Group. This is a required selection. | Select a User/ Group | Select the user/group from the drop-down. To assign a user/group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the user is assigned in Administration>Users and Groups .This is a required selection. | Permission | Select the option to Allow or Deny the permission. This is a required selection. | Role | Select the role to be assigned to the user/group from the drop-down. This is a required field. | Expiration Date | The date on which the user/group will be automatically removed from the matter team. This is a required field. | Selected Systems | This displays the selected system for the matter and is checked by default |
|
...