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, click 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
Note: Z Groups cannot be removed from here. Field | Description |
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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 |
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