How to assign a vendors & vendor users to a matter (Client Article)

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.

    Screen_Shot_2021-08-25_at_4.31.13_PM.png
  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.vendortab1.png 
      • 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.vendortab2.docx.png
      • 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.vendortab3.png 
      • 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.
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