Why can't my vendor find a matter?

Your vendor may not see a matter if they don't have permission to view that specific matter.

To view the current vendor permissions on a matter please follow the steps below:

1. Find the matter.
   
   
2. Click on the matter name to access the Matter Overview Page.
   
   
3. Navigate to the Vendors tab.
   
   
4. There are 4 combinations of vendor access you might see:
• (1) There are no vendors assigned.
• (2) A vendor is assigned and the Any Vendor Office option is applied. 
  • This means vendor admin users from every office in that vendor can access the matter.
• (3) A vendor is assigned and 1 or more specific offices are assigned.
  • The vendor admins from each listed office will have access.
• (4) A vendor is assigned, 1 or more specific offices are assigned, and 1 or more specific users are assigned. 
  •  The vendor admins from each listed office will have access.
  • The vendor ordinary users that are specifically assigned will also have access. 
  • Note: vendor admins have the ability to add vendor ordinary users to a matter from the law firm portal. If they have done this, you will see it here.

If you've checked all of the above and your vendor still has no access to the matter, please reach out to the support team by Submitting a Request from the Client Help Centre and we will assist you.