When you add a User as a Participant on a Portfolio or Matter you need to select what permissions they will have. There are three levels of permissions:
Owner - Participant can invite other Users and generally has full control of the Portfolio or Matter. Only owners can delete a portfolio or a matter.
Collaborator - Participant can view and edit almost everything but can’t delete objects (like documents and tasks).
Viewer - Participants can view everything and add comments but can’t make changes (including uploading information).
You can change a Participant’s permissions at any time by:
Clicking on the relevant Manage Portfolio or Manage Matters menu
Selecting the Invited Members section from the left-side menu
Clicking on the downward arrow to the right of the Participants name and changing their permissions. The change is made instantly.