Adding Matter Participants

note

Only Matter Administrators can add matter participants.

From the Matter list page, access the applicable matter.

Click Participants
.

Click the Add firm participants
in the toolbar.

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.

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:

Billing Only

Matter Reader

Matter Editor

Matter Admin

Click Confirm users
.

Review the user's email address to ensure it is correct.

note

Tracker does not verify the identity of users entered into Tracker by company or firm system administrators. When inviting a user to a matter in Tracker, you are responsible for confirming that the user's email address displayed in Tracker (which is used to notify the user) is the user's correct and valid email address. If you have any doubt, verify the correct email with the user by phone and correct it in the system, if necessary, before inviting the user to the matter.

Click Save
.