How to assign a vendor & vendor users to a matter

To view the current vendor permissions on a matter:

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 four 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/Office Admin users from every office in that vendor can access the matter.
• (3) A vendor is assigned, and one or more specific offices are assigned.
  • The Vendor Admin/Office Admin users from each listed office will have access.
• (4) A vendor is assigned, one or more specific offices are assigned, and one or more specific users are assigned. 
  • The Vendor Admin/Office Admin users from each listed office will have access.
  • The vendor's Standard users that are specifically assigned will also have access. 
  • Note: Admin users have the ability to add Standard users to a matter from the law firm portal. If they have done this, you will see it here.