Answer
Nov 15, 2016 - 11:36 AM
Only a matter administrator can add a user to a matter and set or change the user's matter role. A law firm matter administrator cannot add a company user or a user from a different law firm to a matter.
To add a user to a matter:
- Access the applicable matter and click the Participants tab.
- Click Add Firm Participant or Add Company Participant. Note: If the matter is an internal matter or an external matter in which the firms are designated as "offline," you will not see the option to add a firm participant.
- Add Company (or Firm) Matter Participants window opens. Select matter role for users to add. To limit the results, use the search fields at the top.
- Click Confirm Users button in the lower right hand corner, then click Save button.
