Give a client access to a document group

Give a client access to the case. Choose which document groups the client can open and whether the client can add documents.

Before you start

• The client has a contact record in Matter.
• The client's email address is saved in Matter. Add or change a client email address
• The document group has been created.

1. Open the Access page

Open the case and go to the Access settings in Client Portal.

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1. 1 Select Client Portal
2. 2 Select Access

2. Start adding access

Start a new client access setup from the Access page.

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1. 1 Select Add access

3. Set the permissions

Choose the client, document groups, and permissions.

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1. 1 Choose the client and access level
2. 2 Choose the groups under Document groups
3. 3 Select Set permissions

4. Check and notify the client

Confirm the saved access. Check the client view before you notify the client.

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1. 1 Check the saved access
2. 2 Select Impersonate to see what the client sees in the portal
3. 3 Select Notify via email to send the client a link to open the portal

Related help

• Add or change a client email address
• Schedule document reminders
• Understand Client Portal