Adding Matter Participants

  1. From the Matter list page, access the applicable matter.
  2. Click
    Participants
    .
  3. Click the
    Add firm participants
    in the toolbar.
  4. Select the user you want ot add to the matter. To find the user, you can scroll through the list of firm users or you can use the fields at the top of the pop-up window to limit the user displayed. If the user is not listed, contact your firm's Lead System Administrator and request that the user be added to the system.
  5. Select the role type that is appropriate to the matter. For example, if the user only needs to view information, the user should be added as a Matter Reader only. If the user needs to be able to post documents, modify information or approve invoices, the user should be added as a Matter Editor. The initial matter role is
    No Matter or Report Access
    but you can change it to:
    1. Billing Only
    2. Matter Reader
    3. Matter Editor
    4. Matter Admin
  6. Click
    Confirm users
    .
  7. Review the user's email address to ensure it is correct.
  8. Click
    Save
    .

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