Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Managing users

Adding a User to Another User's Matters

As a system administrator, you can add a user to another user's matters, wwith the same matter role in each matter. There are several situations in which you might use this feature. For example, if an employee leaves the company and you have hired a replacement, you could add the new employee to all of the matters of the old employee, and then delete the old employee from the system.
To add a user to another user's matters, do the following:
  1. Click
    Users
    >
    User list
     from the left navigation.
  2. On the toolbar, click the three small dots three small dots icon, then select
    Copy matter participation
    .
  3. Select the user that will be added to the source user's matters. The user that is added to the matters is referred to as the recipient.
  4. Select the Source User, in other words, the user to whose matters the recipient is added.
  5. On the toolbar, select
    Save & close
    .
Important considerations about copying matter participation:
  • The recipient user will be added as a matter participant with the same matter role as the source user. However, if the source user is a lead company person on one or more matters, the source user remains as the lead company person. If you want to make the recipient user be the lead company user for the source user's matters, you must manually make that change.
  • The Recipient will not receive an email of the new matters. You will have to notify the user yourself.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company