Matter Type Permissions

Note:

The functionality contained in this article is for Practice Pro and Practice Pro + Accounting admin users.

 

Overview

In this article, we'll review the process of customizing system role permissions by Matter Type. 

Express

This functionality is not currently available in Actionstep's Express product. 

Practice Pro

Admin>Users & Permissions> System Roles

Select the system role whose permissions you would like to edit 

Note:

You cannot edit the Administrator role's ability to access Matter Types

Under "Application Permissions" change the Workflow permission to "Custom" 

Once selected you will see a list of available matter types as well as a "Permission" and "When" column. 

None	Has no access to this matter type. Will not be able to search for matters of this type or see them in list views. This matter type will not appear as an option for the user to create.
Read	Can search for matters of this type and see them in list views. Can view the step history. This matter type will not appear as an option for the user to create.
Write	Has all of the permissions included in "Read" as well as the ability to create matters and move steps.
Full	Has all of the permissions included in "Write" as well as the ability to delete and restrict matters.

Always	The permissions for this system role are only limited by the corresponding entry in the "permission" column.
Assignee	permission defined in the "permission" column+the matter must be assigned to that user
Party	permission defined in the "permission" column+the user must be a party on the matter
Assignee or Party	permission defined in the "permission" column+the user must be a party or assigned to the matter

For more information on customizing system roles in Practice Pro click here. 

Practice Pro + Accounting

Admin > Permissions > System Roles > Tick the box beside the System Role you want to edit > Select Edit System Object Permissions from the tool bar that appears.

Select the system object that corresponds with the permission that you would like to revoke access for. 

Read	They can view matters of this type in any lists or views that would display them and they can search for and open any matter of this type in the quick search window
Create	When creating a new matter they can see this Matter Type as one of the options they can choose
Modify	They can make changes to a matter once opened
Delete	They can delete a matter of this type
Restrict	They can restrict a matter of this type. Restricting will mean that that user, the one who is restricting the matter, is the only person on the system who can access that matter. That user can nominate other users who will be able to access it. Users with full administration permission cannot see a restricted matter unless the user who set that restriction allows them to.

For more information on system object permissions in Actionstep's Practice Pro + Accounting product click here.