Change or remove a colleague's access

Change a member's role or remove their access to a matter.

Only the matter Owner can manage members.

1. Go to Matters in the sidebar and click the Share icon on the matter you own.
2. In the Share Matter dialog, find the person under Currently Shared With.
3. To change their role, use the role dropdown next to their name. To remove them, click the ✕ next to their name.

See Matter roles and permissions.

Only one role may be available: In the standard setup the role dropdown offers only one role — Can edit — so removing access is the reliable way to manage a colleague's access. A Can view (view-only) option appears only when view-only sharing has been switched on for your user, or when someone already on the matter holds that role.

Heads up: Clicking the ✕ removes access straight away — there is no confirmation prompt, and BriefTech does not notify the colleague.

• If they have the matter open, the page keeps showing what had already loaded but stops updating, and their next action fails.
• The matter disappears from their list after a reload.
• Any corrections they already made stay in the matter.
• You can share the matter with them again to restore access.

Related

Roles and permissions in a shared matter

How access is shared and what each role can do.

Share a matter with a colleague

Invite a colleague to a matter and assign them a role.

Matter roles and permissions

The matter roles you can assign and what each can do.

Transfer a matter to another user

Transfer matter ownership to another user.