In some situations, certain users may only be permitted access to a particular Matter Owner’s matters. You can set this restriction under Account > User Management.
For additional information regarding the matter owner permissions and restrictions within each system area, see matter-owner-restrictions.
Restricted Role
Under the Role tab we have provided a Matter Owner Role which applies pre-defined access. You can also assign this restriction when creating a custom role.
Role Access
- Considering CosmoLex is a highly comprehensive system containing various types of inter-dependent data, whenever a high-level restriction is applied (by Matter Owner or by Timekeeper) decisions are made as to what global access would be appropriate.
- In general, our guide in making such decisions is when data integrity can’t be maintained cleanly, we do not permit access. We will permit access when there are other settings available to further restrict the user from certain items.
- You can view the attached spreadsheet for a breakdown of system access for these roles.
Choosing Permitted Matter Owners
When Adding/Editing a user, you must first ensure the role they are assigned has the matter owner restriction applied.
If the role they are assigned has the restriction applied, the Restrict Matters by Matter Owner box will be checked and will require permitted Matter Owners to be specified.
