Changing Security

To change security:

1. Hover your cursor over the client or matter where you set security; when the pop-up menu appears, select Change Security.

2. The Security dialog box appears. All of the DM groups appear in the Groups pane. Click a group name to view the individual member user names in the Users pane.

3. The Current Trustees pane shows all of trustees for this client or matter. Select an item from the Groups or Users pane and then click the right arrow button. The group or user appears in the Current Trustees pane.

   Conversely, you can select the group or user name from the Current Trustees list and click the left arrow button to remove it from the trustees list.

4. Click OK when you are finished changing security.