Add matter participants

You'll need a user account of Matter Administrator or higher.

Select Matters
, then Matter List
.

Select the matter and then Participants
.

Select Add Firm Participant

or Add Company Participant

Find the people you want to add as participants.

Choose Billing Only,
Matter Reader
, Matter Editor
, or Matter Administrator
as the selected role.

Select Confirm Users
.

Verify their email addresses are correct.

Select Save
.

The system sends an email message to the people you've added as participants.

This article applies to: