Adding Matter Participants

Your ability to open or work with matters depends on your matter role. Users with the matter role of Matter Administrator must enable access to matters by assigning matter roles to individual users.

Add or update a Participant to a Matter

An email message is sent to any user added to the matter. No message is sent if you only change a user's matter role or remove the user from the matter.

Thomson Reuters does not verify the identity of users who are given accounts in Tracker. For reasons of security, when you invite a user to a matter in Tracker, you are responsible for confirming that the user's email address is correct and valid. If you have any doubt, contact the user to verify the correct email address and correct it in the system before inviting the user to the matter.

Required role | A law firm Matter Administrator cannot add a user from a different law firm or company user to a matter.

To add a participant to a matter:

Select Matters
> Matter list
in the left navigation.

Open the applicable matter and click the Participants
tab.

On the toolbar, click Add Firm Participant
or Add Company Participant
. If the matter is an internal matter or an external matter in which the firms are designated as offline, you will not see the option to add a firm participant.

A list of users appears. You can also search for specific users by clicking into a box to search by name, email, office, or participant tag. If the user you want to add is not listed, contact your Tracker Coordinator.

Use the dropdown in the Selected Matter Role
column to assign matter roles to users. By default, users are assigned the status of No Matter or Report access.

To add a user to a matter, select Matter Reader,Matter Editor, or Matter Administrator.

To remove a participant select No Matter or Report Access
.

Select Confirm Users
to review the information before saving.

Verify that the user’s email address is correct, then select Save
.

Tip | Company System Administrators or Office System Administrators can add users as a participant in multiple matters by using Bulk Update.

Remove a matter participant

note

Only a Company System Administrator can remove a user who has Special Matter Access.

To remove participant from a matter:

Select Matters
> Matter list
in the left navigation.

Open the applicable matter and click the Participants
tab.

To remove a participant from the matter, click the user's matter role link, select No Matter or Report Access
from the Matter Role
drop-down list.

On the toolbar, select Save & close
.

note

It is possible for users to be added to a matter more than once or have multiple roles in a matter. For example, a user could have been added as a regular user, and also as a delegate of another user. To view all instances of a user's participation in a matter, change the view selector to Group by User
and click Change View
.