Answer
Nov 13, 2016 - 07:02 AM
In Tracker, you can only technically add other Tracker Users to any given matter - whether they are fellow company users, or users affiliated with a law firm. To add a firm user as a matter participant, they must be Tracker users affiliated with a firm that you have added to your database. Find out whether a particular firm user is available by entering their name in Tracker's "Search Tracker" bar (top-right). If their name appears in the search results, then you are all set to add them to your matter.
1. Click into the matter.
2. Click the PARTICIPANTS tab.
3. Click "Add Firm Participants."
4. From the ADD FIRM MATTER PARTICIPANTS menu, find the user you wish to add by using the Name, Email, Firm and other filter fields at top.
5. When you find the user, select their matter role using the drop-down menu in the Selected Matter Row column. Note: Matter Editors can edit matter profile fields and add other matter participants from their firm; Matter Editors can edit matter profile information; Matter Readers can only view matter profile information; Billing Only participants cannot view matter profile information, but they can post invoices to the matter; No Matter or Report Access is used only to remove a user who is already a matter participant from the matter.
6. Click the Confirm Users button.
7. Click the Save button. For more information about matter participants, check out this page from our HelpSite: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_2500-OverviewSecurity.htm
1. Click into the matter.
2. Click the PARTICIPANTS tab.
3. Click "Add Firm Participants."
4. From the ADD FIRM MATTER PARTICIPANTS menu, find the user you wish to add by using the Name, Email, Firm and other filter fields at top.
5. When you find the user, select their matter role using the drop-down menu in the Selected Matter Row column. Note: Matter Editors can edit matter profile fields and add other matter participants from their firm; Matter Editors can edit matter profile information; Matter Readers can only view matter profile information; Billing Only participants cannot view matter profile information, but they can post invoices to the matter; No Matter or Report Access is used only to remove a user who is already a matter participant from the matter.
6. Click the Confirm Users button.
7. Click the Save button. For more information about matter participants, check out this page from our HelpSite: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_2500-OverviewSecurity.htm
