Legal User Guide for Microsoft Dynamics 365

Legal Case Management Section

Full Access & Read Access

The Full Access and Read Access tabs allow administrators to control which internal users can access a Matter.

These tabs help ensure that the correct team members can view or work on the Matter, while maintaining appropriate access control.

1. Full Access — Users listed here have complete access to the Matter, including the ability to view, edit, and manage Matter records.

2. Read Access — Users listed here can only view the Matter information but cannot make changes.

Note: Users added to the following fields on the Matter record are automatically granted Full Access to the Matter:

• Responsible Attorney 1

• Responsible Attorney 2

• Responsible Staff

Adding a User to Full Access or Read Access

Users can be manually granted full or read access to a Matter when they need to actively work on or view the case.

Follow these steps to add a user to the Full Access or Read Access list:

1. Open the required Matter record.

2. Navigate to the Full Access/Read Access tab.

3. Click + Add user.

4. Select the user who should have full access to the Matter.

5. Confirm the selection.

The selected user will now appear in the Read/Full Access list and will have permission to only view or/and edit the Matter.

If a user no longer requires access to the Matter, they can be removed from the Full Access list.