ContentCoffer Version 3 » Relationship Module - ContentCoffer

1. Login the Lauditor with SU
2. Group A has three team members[TM-1, TM-2, TM-3], content coffer client belongs to two groups[Group A and Group B]
3. Login with TM-1 user - Click on Matters - create
4. creating a matter from TM-1 user , select Group A and Select content client and TM-2 only is attached to the matter [Matter name: Traffic violence Law]
5. After creating a matter, Login the content coffer/coffer connect with TM user.
2. Click on Relationships
3. Click on view relationships - businesses
4. Select the Lauditor client
5. Click Exchange information under Action
6. Select few client or firm documents to share [doc 1 and doc 2]
7. Click on share button
8. In final page of view relationships - select the matter[Traffic violence case] from the drop down
9. Click on share in final page.
10. Again Login with Lauditor with TM-3 user
11. Click on view Relationships
12. Click on Exchange information - share with us
13. Those shared documents[doc 1 and doc 2] are listed there.

Issue 1 : Team member who are not involved in that matter, able to view the documents that are shared from the content coffer/coffer connect on Lauditor side.

Expectation : if the documents are tagged to a specific matter, they should be visible to the team members involved in that matter on the Lauditor side.

Issue 2:
14. Login with TM user who belongs to Group B [ note :content client belongs to Group B]
15. Click on view Relationships
16. Click on Exchange information - share with us
17. Those shared documents[doc 1 and doc 2] are listed there

Actual: Team member who belongs to other group [also note that independent of matter], able to view those documents that are shared from content coffer and coffer connect.

Expectation: Team member who belongs to other group, should not have the access for those documents.

https://drive.google.com/file/d/1ARCjbt-N9jMQzF4DP0Ggi1ZL2QixCkg9/view?usp=drive_link