Can users other than system admins edit the Client and Matter for a workspace?

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Only system administrators have the specific permissions required to edit the Client and Matter for a workspace. This restriction is in place to maintain data integrity and to ensure that sensitive information is only altered by users who have been granted higher-level permissions. Allowing only system admins to make these changes helps to prevent accidental or unauthorized modifications that could affect the entire workspace or impact various aspects of workflow and reporting within the system.

Other users may have different permissions based on their roles or group settings, but those roles do not extend to editing critical fields like Client and Matter. This ensures a controlled environment, where changes can be tracked and governed effectively.

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