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Objectives

  • Grant separate permissions to view and edit matters

Steps

A new enhancement for Matter Permissions introduces separate permissions for view and edit screens. Users can view matter details without having edit permissions.

To configure these permissions:

  • Go to System Settings →  User Groups Permissions under Users & Permissions


  • Choose the desired user group and select the Lexzur Core module.

  • Under Matters, you can assign separate permissions for viewing and editing. 

Users with view-only permissions will not have access to edit matter details but still can change the matter workflow status and fill in the required fields in the workflow transition window.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!

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