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Hiding organisations and users

Keep participants confidential from others

Legatics Support avatar
Written by Legatics Support
Updated over 2 months ago

On Legatics, you are able to hide the identity of an organisation from all, or specific, participants.


What happens when I hide an organisation from other participants?

The participants who have been restricted from viewing the organisation will not see:

Files

Files uploaded by any users belonging to the hidden organisation

Comments

Comments made by any users belonging to the hidden organisation

Statuses - participant assignment

The name of the hidden organisation (or any users in the hidden organisation) if they have been assigned to a status

Audit trail

The logs in the audit trail that relate to users belonging to the hidden organisation

πŸ”Ž Tip: After you have hidden an organisation, use our masquerade feature to visually see how the organisation has been hidden from any other participant


How do I hide an organisation or user?

  1. Click on 'Manage matter' at the top right hand of your screen and select 'Participants' on the drop down.
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  2. Click on the "three dots" and then click "Change view permissions".

  3. In the 'View organisation' column, deselect the participants who should not see this organisation. Click 'Save'.

  4. A red padlock icon will now appear beside the name of the hidden organisation.


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If you have any questions please email us at support@legatics.com.

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