Add matter participants

You'll need a user account of Matter Administrator or higher.
  1. Select
    Matters
    , then
    Matter List
    .
  2. Select the matter and then
    Participants
    .
  3. Select
    Add Firm Participant
    or
    Add Company Participant
    .
  4. Find the people you want to add as participants.
  5. Choose
    Billing Only,
    Matter Reader
    ,
    Matter Editor
    , or
    Matter Administrator
    as the selected role.
  6. Select
    Confirm Users
    .
  7. Verify their email addresses are correct.
  8. Select
    Save
    .
The system sends an email message to the people you've added as participants.

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