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  • How to set privacy at the level of Matter or Folder

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When adding a matter, you can review the privacy settings on the "General Info" section of the create matter page. Click on the "Everyone" link to share it with specific users. By default, the matter creator and assignee will be set as the default users with whom the matter is shared. You have the option to add any other users and set it as private.

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You can also set the privacy of a  corporate matter or a litigation case from the Privacy section in the General Information of the matter.