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Adding Matter Participants

View Who Has Access to a Matter

The ability to work with matters is determined by your matter role. The matter role specifies the user's rights and limitations as to what the user can do in the matter.
note
A user's name displays twice if the user is a matter participant in a matter and a delegate of another user in the same matter.

View Matter Participants-Group by User

This is an alphabetical list of all users who have access to a matter. The list does not show system administrators who have access to the matter.
To view matter participants in an alphabetical list of all users who have access to a matter:
  1. Access the applicable matter.
  2. Click
    Participants
    .
  3. Select
    Group By User
     in the second view selector.
  4. Click
    Change view
    . Delegates are identified by Delegate icon next to the user's name.

View Matter Participants-Group by Delegator

This list shows all matter participants, with any delegates grouped under the applicable matter participant. System administrators are also not shown in this view.
  1. Access the applicable matter.
  2. Click
    Participants
    .
  3. Select
    Group By Delegator
     in the second view selector.
  4. Click
    Change view
    . The delegate displays below the name of the matter participant.

Viewing Financial Information for Matters

Users with the system role of Firm Administrator, Firm Office Administrator, Firm User + Billing or Third-Party Biller can view financial information for all matters. Tracker lets firm billing clerks and administrators view information by running reports against all matters or by viewing financial information within individual matters. However, when a matter is opened, these users can access only the financial information under
Invoices
 and the user information under
Participants
. Firm Office Administrators may be further restricted to viewing financial information only for matters handled by their office.
The reason for this is that billing users need to review all matters for purposes of posting bills and running spending and budgeting reports. They cannot view matter details (for example, status reports) unless they are explicitly granted access to the matter as a participant or delegate of a participant. This preserves the attorney-client privilege and enforces the system rule that only matter participants can view non-financial information.

This article applies to:

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

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