Search Case Access

To search for a case access:

  1. Go to the Cases List Page.  

(Administration >> Manage Teams >> Case Access Tab)

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Cases List Page

 

  1. Enter information in at least one of the search criteria fields:

Case No

Enter the partial or full case number.

Case Name

Enter the partial of full case name.

LF Reference No

Enter the Law Firm File Reference number.

Access By All User

Mark the checkbox to filter the search results to cases which are accessed by all users.

Access Granted to User/Team

Enter the access name granted to a user or a team.

 

  1. Click Search. Search results are displayed below the search criteria fields.

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Cases List Search Results

 

Continue: Restrict Case Access