Matter File Sharing Permissions

Matter File Sharing permissions can be assigned by your client or a CounselGO Admin. Admins can follow the instructions in this article to grant or revoke these permissions. For additional information about Matter File Sharing in CounselGO, click here.

1. Select the relevant client from your My Clients list.

2. Go to Users from the left-side navigation bar and click on the CounselGO user.

NOTE: If you cannot open a user for editing, this means that you do not currently have CounselGO Admin permissions. Please contact a CounselGO Admin from your firm for assistance.

3. Select/de-select the Matter File Sharing box and click Submit. 

IMPORTANT: Assigning the Matter File Sharing role only applies to the client you are currently viewing. If the user requires these permissions for a different client in SimpleLegal, click Clients from the left-side navigation bar and repeat the steps above.