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Adding Matter Participants

Matter roles

Every matter participant is assigned a matter role. The matter role specifies the user's rights and limitations as to what the user can do in the matter. Company users and law firm users have slightly different permissions and matter roles.
Matter roles defined
Role
Company
Law Firm
Matter Administrator
  • Add or delete matter participants
  • Add, edit, or delete information
  • View and edit options
  • View matter information
  • Close matters
  • View audit history
  • View, input, or edit all information in the matter that's accessible to the firm
  • Delete documents or notes posted by the firm
  • Delete invoices that haven't been approved
  • Add or delete law firm matter participants
Matter Editors
  • Add or edit information (but cannot delete items such as documents, notes, etc.)
  • View matter information
  • View, input, or edit all information in the matter that's accessible to the firm
Matter Reader
  • View matter information
  • View all information in the matter that's accessible to the firm
Report-only
  • No access to the matter via the Matters button
  • Run reports against matter information
Doesn't apply to law firm users.
Billing only
Doesn't apply to company users.
  • View limited matter profile information (For example, matter name, lead outside counsel if with your firm, firm fee arrangement for the matter, your firm's incomplete tasks for the matter.)
  • View budget data
  • Post invoices
  • Delete invoices that haven't been approved
  • View the list of matter participants
This role has no ability to view other data such as status reports, notes, documents or other matter data.
Billing rights‚ can be granted for all matters through the user's system role. Users with firm billing rights (users with a system role of Firm Administrator, Firm Office Administrator or Firm User + Billing) automatically have the ability to post invoices to all of your firm's matters. Therefore, by adding one firm user as a participant on a matter, you are automatically granting access to all users with firm billing rights. However, these users do not display under
Participants
and have limited rights and access to the matter (they have the same rights as a user with a matter role of Billing Only).
Remember, your matter role may vary for each matter. You might be a Matter Administrator in one matter and a Matter Reader in another matter. The Matter Administrator who invites you as a matter participant will determine your matter role.
When a new user is created, the user is assigned a system role. When the user is invited to a matter, the user is given a matter role. A user's system role and matter role are unrelated. For example, a user can have a system role of Firm Administrator but be given access to a matter only as a Matter Reader.

This article applies to:

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

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