Managing Matter Roles

✔ Matter roles help define responsibilities within a matter.
✔ They are used in invoice approval workflows and will be applied to more areas in Brightflag in the future.

🔹 How to Manage Matter Roles

1️⃣ Navigate to Admin Settings > Matter Settings.
2️⃣ Click on the Matter Roles tab.

🔹 How to Create a New Matter Role

1️⃣ Click "Add Matter Roles" in the top right corner.
2️⃣ Enter a role name and press Enter on your keyboard.
3️⃣ Continue adding roles as needed.
4️⃣ Click "Add" in the bottom right corner to confirm your entries.

🔹 How to Disable a Matter Role

🚫 Disabling a role prevents it from being assigned to new matters or workflows.

• Click the toggle beside the role name:
  • 🔴 Left & Grey = Role is disabled.
  • 🟢 Right & Blue = Role is enabled.
• A disabled role will remain on existing matters/workflows until manually removed by a user.

🔹 How to Rename an Existing Matter Role

1️⃣ Click on the role name.
2️⃣ Enter the new name and click "Add".
3️⃣ The updated name will be applied throughout Brightflag.