This article will explain how to view or change the internal matter lead and matter participants.
To edit the internal matter lead (IML):
- Find the relevant matter and click into the matter's overview page.
- Navigate to the Matter Details tab.
- Scroll down to the Internal Matter Lead box.
- Click on the + symbol beside Internal Matter Lead.
- Begin typing the name of the new matter lead. Click on their name when it appears in the dropdown.
- Confirm the change by clicking the blue tick.
- You will be presented with an option to: Do you want to add/replace the internal matter lead on all pending invoice workflows where [former internal matter lead] is a reviewer?
- Click No Action if you do not want to replace the former IML with the new IML on any invoice approval workflows of the pending invoices in this matter.
- This will bump the former IML into the matter participants box below.
- Click Replace if you do want to replace the former IML with the new IML on any invoice approval workflows of the pending invoices in this matter.
- This will bump the former IML into the matter participants box below.
- Click No Action if you do not want to replace the former IML with the new IML on any invoice approval workflows of the pending invoices in this matter.
- A matter must always have an internal matter lead, which is why you can't remove a matter lead. You can only replace them.
To remove a matter participant:
- Click the red X beside the matter participants name.
- This will remove their access to the matter, unless they are an admin user, overview user, or department overview user (and the matter is in their department).
To add a matter participant:
- Click on the + symbol beside Matter Participants.
- Begin typing the name of the new matter participant. Click on their name when it appears in the dropdown.
- Confirm the change by clicking the blue tick.
- This user will now have access to this matter.