I am looking for a way that would allow me to restrict a particular attorney from seeing/accessing a particular matter. Is there a way to do that?
I am looking for a way that would allow me to restrict a particular attorney from seeing/accessing a particular matter. Is there a way to do that?
Accessing info is defined through security settings in the software. The settings are, for the most part, an "all or nothing" selection.
You cannot restrict access to specific clients, but the client could be in a separate database with that user restricted from accessing it.
*Community Hub is the new name for Sage City