Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Adding Matter Participants

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
    .
note
Users can have multiple roles in a matter and can be added to a matter more than once. 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
.

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.
note
The firm no longer has matter access once all firm users with direct matter access are removed. However, the firm will remain listed on
Firm
 tab and
Budget
tab; they cannot be removed from those tabs.

This article applies to:

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

Related Content