Users who are linked to the same Client that the matter is linked to may be assigned to that matter. This is done by clicking "Administration" at the top of any page within the matter and then choosing "Add User."
The user selection dialog will be displayed.
Type the name of the user into the search field to locate the user and then click the user to add them as an assignee.
Assigned users will be visible in the Users column on the matter selection page. A user's assigned matters are listed in the
Assigned Matters column on the User Administration page.
Clients are associated to users when the user is created from the User Administration page. Alternatively, users can be modified from the User Administration page and the associated client updated.
Updating a user's client assignment will remove them from current client matter assignments.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article