➕ 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). |
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