AdvoLogix Help

AdvoLogix Setup: Community Sharing

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By default, private Matters are only accessible by the Matter owner and those individuals above them in the owner's role hierarchy.  AdvoLogix Participant-based Matter community sharing helps simplify the process of sharing Matters based on the participation in a given Matter. 

šŸ§ Do you know where to find the AdvoLogix Setup tab?  Go to the app launcher (waffle) and search for setup.  Select AdvoLogix Setup from the search results.

Matter Community Sharing

This functionality can be enabled from AdvoLogix Setup.

AdvoLogix Participant-based Matter community sharing can only be enabled when the External Users Access has been designated as private for the Matter object .  This can be done in the Salesforce Setup, under Sharing Settings by the system administrator.

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