A user who is a member of the matter team is unable to view the projects that are linked to the matter with which the user is associated.

Possible resolution:

The RBAC that allows the user to view the projects created by the members of a different matter team may be disabled. 

Steps to enable the “View All Teams Project” RBAC:

  • Login into Exterro’s Admin Portal.
  • Click on the Security Roles section and click on the role type that was assigned for the user who is unable to view the projects under the matter.
  • Click on Edit and Click Next


Graphical user interface, application Description automatically generated

  • Click on Project Management and navigate to Manage Project Access section and check the View All Teams Projects check box and click OK.

Graphical user interface, application Description automatically generated

Now the reported user will be able to view the projects that are linked to the matter with which the user is associated.