Data management

Data management makes it easier for admins to track matters within their organization.

Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

The Data Management table makes it easier for admins to track matters within their organization. Admins can see a list of all matters within their organization in this table, which can also be downloaded as a CSV file.

Admins can also permanently delete matters from this table.

If you are an admin, you can see this overview of the organization at any time by going to Settings > Organization > Data Management inside the app.

Manage matter permissions

Super admins and admins can add new users and modify the matter permissions of existing users. This is especially useful in scenarios where user roles change, such as when an employee leaves the organization, or when there is a need to reassign responsibilities.

To add a new user or edit the matter permissions, in the Data Management table click the 3 dot menu on the preferred matter. Then select Manage Permissions. After clicking Manage Permissions the Matter share dialog will appear.

Did this answer your question?