➕ How to Add a Matter Participant

Step	Action
1️⃣ Open the Matter	Go to Menu > Matter Management > Search/Add Matters and select the matter.
2️⃣ Navigate to Participants	Click the Matter Details tab.
3️⃣ Add a Participant	Click the + symbol next to Matter Participants.
4️⃣ Select the User	Type the participant’s name in the search box and select them from the dropdown list.
5️⃣ Confirm the Addition	Click the tick to save.

📌 Once added, the participant will have access to the matter.

❌ How to Remove a Matter Participant

Step	Action
1️⃣ Open the Matter	Go to Menu > Matter Management > Search/Add Matters and select the matter.
2️⃣ Navigate to Participants	Click the Matter Details tab.
3️⃣ Remove a Participant	Click the red X next to the participant’s name.
4️⃣ Confirm Removal	The participant will lose access to the matter unless they are an Admin User, Overview User, or Department Overview User (if the matter is in their assigned department).