Removing Matter Participants

Only a company system administrator can remove a user who has special matter access. For all other participants, only a matter administrator can remove them from a matter. Company matter administrators can remove a company user or a firm user from the matter. Firm matter administrators can only remove users from their own firm.
A company system administrator or company office administrator can use Bulk Update to remove a user or firm from multiple matters at one time.
  1. Access the applicable matter then click
    Participants
    .
  2. In the
    Matter Role
    column, click the matter role hyperlink of the participant.
  3. In the
    Role
    drop-down list, select
    No Matter Access
    .
  4. On the toolbar, select
    Save & close
    .

Remove a firm from a matter

The procedure for removing a firm from a matter depends on whether the firm is a lead firm or a secondary firm.
Tip | A company system administrator or company office administrator can use Bulk Update to remove a user or firm from multiple matters at one time.
Lead Firm
There are several ways to remove the lead firm from a matter:
  • Change the lead firm, then remove the firm's users as explained above.
  • Change the matter settings so that there is no lead firm for the matter.
  • Change the matter settings so that the matter is an Internal matter.
Secondary Firms
To remove a secondary firm from a matter, you must remove all the firm's users from the matter. See the procedure above.

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