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Adding Matter Participants

Matter roles

Every matter participant is assigned a matter role. The matter role specifies the user's rights and limitations as to what the user can do in the matter. Company users and law firm users have slightly different permissions and matter roles.
Matter roles defined
Role
Company
Law Firm
Matter Administrator
  • Add or delete matter participants
  • Add, edit, or delete information
  • View and edit options
  • View matter information
  • Close matters
  • View audit history
  • View, input, or edit all information in the matter that's accessible to the firm
  • Delete documents or notes posted by the firm
  • Delete invoices that haven't been approved
  • Add or delete law firm matter participants
Matter Editors
  • Add or edit information (but cannot delete items such as documents, notes, etc.)
  • View matter information
  • View, input, or edit all information in the matter that's accessible to the firm
Matter Reader
  • View matter information
  • View all information in the matter that's accessible to the firm
Report-only
  • No access to the matter via the Matters button
  • Run reports against matter information
Doesn't apply to law firm users.
Billing only
Doesn't apply to company users.
  • View limited matter profile information (For example, matter name, lead outside counsel if with your firm, firm fee arrangement for the matter, your firm's incomplete tasks for the matter.)
  • View budget data
  • Post invoices
  • Delete invoices that haven't been approved
  • View the list of matter participants
This role has no ability to view other data such as status reports, notes, documents or other matter data.

Viewing a user's matter role

To see a particular user's matter role, access the matter, then select the
Participants
 tab. The list of matter participants appears, along with each participant's matter role.
A user's matter role may vary for each matter.
note
A user with multiple matter roles has the highest available matter access.
 A user can be added to a matter more than once. For example, assume a user has been added to a matter as a matter reader and also has access to a matter as the delegate of another matter participant who is a matter editor. The user's name will appear twice—both as a matter participant and as a delegate— and the user will have matter editor access.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Matter
  • Audiences: Company

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