CasevoyaTopicsContact usAccess grants lets you give a named person time-limited access to one matter or a set of records. Here is a quick tour.
Our support team can’t see your client records unless you approve it, for a limited time and scope.
Support asks for access to a specific matter or record set, with a reason. Find it in Practice › Access grants.
Choose how long. The default is 60 minutes.
Every view during the session is logged and shown to you.
End access at any time. It also ends automatically.
Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.
The header path reads Practice, then Access grants, showing where you are.
Two chips show the status: 0 active grants, and No support requests.
Three tabs divide the page: Person and matter grants, which is open now, Support access, and Office and team limits.
The description defines a grant: time-limited access for a named person to one matter or a set of records. Grants expire on their own, and every use is logged.
On this first tab, the list is empty: No grants yet. Grants you give appear here, showing who can see what, why, and until when.
The note below covers the single-matter case: a grant opens one matter's records to one person, read-only, until the end date. They can't browse your directory or see other matters.
To give access, use the New grant button at the top right.
To recap: find it under Practice, check the status chips, switch between tabs, read what a grant allows, and use New grant. Next: People and invitations.
Overview. Access grants lets you give a named person time-limited access to one matter or a set of records. Here is a quick tour.
Find it. The header path reads Practice, then Access grants, showing where you are.
Status chips. Two chips show the status: 0 active grants, and No support requests.
Three tabs. Three tabs divide the page: Person and matter grants, which is open now, Support access, and Office and team limits.
What a grant is. The description defines a grant: time-limited access for a named person to one matter or a set of records. Grants expire on their own, and every use is logged.
Empty list. On this first tab, the list is empty: No grants yet. Grants you give appear here, showing who can see what, why, and until when.
The fine print. The note below covers the single-matter case: a grant opens one matter's records to one person, read-only, until the end date. They can't browse your directory or see other matters.
New grant. To give access, use the New grant button at the top right.
Recap. To recap: find it under Practice, check the status chips, switch between tabs, read what a grant allows, and use New grant. Next: People and invitations.
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