Changing the Roles of Matter Participants

Required role:
  • Only the Matter Administrators for a matter can change the matter role for a matter participant.
  • Firm users cannot change the role of a user from the company or from other law firms.

Change the role of a regular matter participant

  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. Access the applicable matter then click
    Participants
    .
  3. In the
    Matter Role
    column, click the matter role hyperlink of the participant.
  4. Using the
    Role
    drop-down menu, select the matter role for the user.
  5. On the toolbar, select
    Save & close
    .

Related Content