Administration
Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud
Introduction Role-based permissions in Matters.Cloud are designed to help administrators control user access to features and data across the system. This ensures users only have access to the information and actions necessary for their roles, helping ...
Managing Custom Fields in Matters.Cloud
Introduction In Matters.Cloud, custom fields allow you to capture and organise additional information specific to your firm's needs. Whether you're working with Contacts, Matters, Opportunities, or Organisations, custom fields help tailor your system ...
Unable to Login: Account Locked Out in Matters.Cloud
Overview If you are unable to log in to your Matters.Cloud account and are seeing a message indicating that your account is locked, this article will guide you through the steps to resolve the issue and regain access to your account. Symptoms You are ...
Managing User Roles in Matters.Cloud
Overview In Matters.Cloud, user roles control the permissions and access levels granted to each user, enabling administrators to tailor the platform’s features according to users’ specific responsibilities. This guide walks you through managing user ...
Managing Users in Matters.Cloud
Introduction Matters.Cloud allows for streamlined management of users, from onboarding new team members to deactivating users as needed. This article will guide you through the user management features within Matters.Cloud, including how to add new ...