This article applies to:

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.

Select Matters
> Matter list
in the left navigation.

Access the applicable matter then click Participants
.

In the Matter Role
column, click the matter role hyperlink of the participant.

Using the Role
drop-down menu, select the matter role for the user.

On the toolbar, select Save & close
.