Answer
Nov 12, 2016 - 11:47 PM
With the Matter Participants report type, you can create and export reports that show all company and firm users who have access to a matter.
To use the report, mouse over the Navigation Panel click Reports then Reports List, and the Matter Participants link. Add fields for matter name, matter role, user name, and participation type, and click Run. If you wish to filter for a specific matter, you can add a filter for matter name. Please note that Company System Admins do not appear on the list unless they are also a direct matter participant on the matter as they have access to all matters in Tracker.
To use the report, mouse over the Navigation Panel click Reports then Reports List, and the Matter Participants link. Add fields for matter name, matter role, user name, and participation type, and click Run. If you wish to filter for a specific matter, you can add a filter for matter name. Please note that Company System Admins do not appear on the list unless they are also a direct matter participant on the matter as they have access to all matters in Tracker.
