Fantastic question. To accomplish this it will require four separate settings, but once you are done and the person logs in they will only be able to see the contract matters.

1. First, I want you to set one of the security (work groups) so the caption reflects "Contracts".




• To do this go to Administration | Table Maintenance  and under Misc Items the first link is Security (Work Group) Names.


• Edit one of the twenty five groups (not the first group) to reflect the word "Contract".  That will be the default security group which we will set in the next step.




2. Once you have made that adjustment go to the Administration | Matter Maintenance screen and select the Sequence Numbers link.




• Edit the sequence number's security group to reflect the group you just renamed.  This way, all future contract matters added will reflect this security group.




3. OK, we're done with administration settings, let's look at the personnel record you are about to add or one that needs adjusting.




• If you add a new person the final step will ask you if you want to adjust their security settings. If the person is already added, the Work Group tab in their personnel record will allow you to make the adjustment.  Either way they both go to the same function so how you get there is up to you.


• When you are on that screen, select JUST the contract security group. No other groups should be selected. Once you click save, he/she will only have access to matter records with that security group identified.




4. The final step in giving this person access to only contract matters is to set the matter record(s) work group setting. This is done under the 'Management' area of the matter menu.




• Then make sure that the group you named as "contract" is identified.  Note that you can select more than one group on this screen. Anyone who has the security/work group which matches any one of the ones selected will have access to the matter record.

Final note: There is no way to reset a group of matters (let's say all the contract matters) that are already in your system to match the settings you just made.  To do this, contact support and they will assist by making the change on the back end.

These settings do no have anything to do with the menu and functionality permissions once they are in the program and are working inside the individual matter records.