To confirm whether a vendor has access to a matter, follow these steps:
| Step | Action |
|---|---|
| 1. Find the Matter | Navigate to Matter Management and search for the matter. |
| 2. Open the Matter Overview | Click on the Matter Reference to access the Matter Overview Page. |
| 3. Go to the Vendors Tab | Select the Vendors tab to review the vendor’s assigned access. |
In the Vendors tab, you will see one of four vendor access scenarios:
| Vendor Access Status | Description |
|---|---|
| 1. No Vendors Assigned | No vendors have been added to the matter. The vendor will not be able to see the matter until they are assigned. |
| 2. Any Vendor Office Assigned | The matter is assigned to the vendor with "Any Vendor Office" enabled. This allows vendor admin users from all offices of that vendor to access the matter. |
| 3. Specific Vendor Offices Assigned | The matter is assigned to the vendor, but only specific offices are listed. Only vendor admins logged into those assigned offices can access the matter. |
| 4. Specific Offices and Users Assigned | The matter is assigned to specific vendor offices and individual users. Only vendor admins logged into those offices and specific vendor users will have access. |
Troubleshooting Vendor Access Issues
If your vendor cannot find or access the matter, try the following:
✅ Confirm the vendor is assigned to the matter - If not, follow these steps to add them
✅ If the matter is assigned to a specific vendor office - ask them to check whether they are logged into to the correct office by following these steps
✅ Change the setting to “Any Vendor Office” to allow access to all vendor offices
If you have checked all of the above and the vendor still does not have access, please Submit a Request through the Client Help Center, and our Support Team will assist you.
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