User and Case Permissions (Administrator)
You may wish to restrict certain matters from being accessed by some users, and you can achieve this in a few different ways depending on your requirement.
You can set access to cases at user level, matter type level
and individual matter level:
- User level permission can restrict a user from accessing cases
belonging to any active fee earners.
- Matter Type level can restrict a user from accessing cases
belonging to a particular matter type.
- Matter level permission can restrict access to an individual
matter and can be set by any user.
User Permissions
This is an Administrator level function
Go to Options -> Users and Groups -> Users, Edit the
user you need to set permissions for, then go to Case Permissions.
To restrict access you can untick the fee earner of the
cases you do not wish that user to access:
When the restricted user tries to access matters for the ‘blocked’ fee earner they will receive the following popup message:
The restricted user may be unable to search for, or view, the ‘blocked’ fee earners matters on the Find
Screen depending on which version of Redbrick they have installed.
Matter Type Permissions
This is an Administrator level function
Go to Options -> Matter Types -> select the Matter Type you
need, then go to Default Matter Permissions.
To restrict access you can untick any users who you want to
restrict access to on this particular matter type:
When the restricted user tries to access matters for the ‘blocked’ fee earner they will receive the following popup message:
Case Permissions
To set this the User must be a member of a group where the permission is set to "Can Change Matter Level Permissions".
To restrict access to an individual matter for a user, if you are already in it, click to 'Edit Matter', or you can select 'Edit Matter' from the Find screen to make the change without it loading first. Then on the left hand panel select Matter
Level Permission and untick any users
that should not be able to open it:
When the restricted user
tries to access the matter they will receive the following popup message:
If you found this article useful, please "Like" it using the thumb below, it really helps us to know which articles are the most useful to you!
Related Articles
User Group Permission to Sync Manually
Synchronisations manage updating the Redbrick Portal, as well as downloading items from the portal and other Thirdparty APIs (Such as Thirdfort or TMConnect). Syncronisations are done on a schedule, depending on your set up, usually every 20 minutes ...You do not have the required missions to open this job.
Matter Level Permissions If matter level permissions have been set and you are trying to open a matter that you do not have permission for, you will get the below message: Matter level permissions can be used if you have a sensitive matter - like a ...Creating a Document (Administrator)
You must have Administrator permissions to perform these functions Copy From Existing Template The simplest way to add a new letter precedent is to copy an existing one, this will remove the need to add standard tokens like references and addresses ...Case Statuses
By standard Redbrick comes with various Case Statuses available in each Matter type. These are used primarily to keep track of the current status of a matter. Depending on your firm's settings, you will either be locked into creating all new matters ...Set Permissions on Reports
Prerequisites; By default the Groups in Redbrick PM are only separated into standard users and Administrators. If you want to separate report permissions by Managers, Partners, Accounts Team etc, you'll need to create more groups. The guide for this ...