You can share a matter with other users and control their level of access. To share a matter or manage its members, you must be the matter owner or have full member permissions.
Sharing a matter #
- Open the matter and click Setup in the top navigation menu
- Select Members from the left hand side – you will see a list of all members currently associated with the matter
- Click Invite Member in the top right corner
- Enter the recipient’s email address and confirm it
- Select their permission level from the Role dropdown (see Permissions Levels below for more information)
- Click Share
Permission levels #
Control the type of access members have by the permission level you allocate to them.
| Permission Level | Access |
| Matter owner | Complete Administrative Control Full access to all matter features and settings, including the ability to delete the matter. |
| Full member | Full Operational Control Can: Upload, edit and delete documents; create and modify folders; share the matter with others; change matter settings; create briefs and court books. Cannot: Delete the matter. |
| Regular member | Standard View and Upload access Can: View all documents and upload new files. Cannot: Edit/delete existing documents (except their own uploads in the Document Inbox), manage folders, adjust settings. |
| Upload only member | Upload only access Can: Upload new documents to the matter. Cannot: View, read or access any existing documents in the matter. |
Removing a member #
- Open the matter and click Setup in the top navigation menu
- Select Members from the left hand side
- Click the X button next to the member’s name
- Click OK
Once removed, the member will no longer have access to the matter.
For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.