✔ 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 Assign or Remove a Matter Role
1️⃣ Navigate to the Matter Details tab of the matter.
2️⃣ Click the edit icon beside the Internal Matter Lead or Matter Participants.
3️⃣ Under the relevant user, click "Add Role" (If the button is missing, the user already has all available roles.)
4️⃣ Select a role from the dropdown.
5️⃣ To remove a role, click the red ❌ beside the role name.
6️⃣ Click "Save" when finished.
📌 Important: If invoices are pending on this matter and are assigned to a user based on their role, they will not be automatically updated when roles change.
🔹 What Happens When I Change an Internal Matter Lead (IML)?
🔄 If you change the Internal Matter Lead (IML) on a matter, you will be prompted to decide how to handle existing pending invoices.
📌 The former IML will automatically be made a Matter Participant and will retain their assigned roles.