Changing the Internal Matter Lead or Matter Participants: for Brightflag Customers (Clients)

This article will explain how to view or change the internal matter lead and matter participants. 

 

To edit the Internal Matter Lead (IML):

  1. Find the relevant matter and click on the Matter Overview page.

  2. Navigate to the Matter Details tab.
    Screenshot_2021-07-26_at_19.13.18.png

  3. Scroll down to the Internal Matter Lead box and click on the green + symbol.
    Screenshot_2021-07-26_at_19.13.50.png


  4. Begin typing the name of the new matter lead. Their name will appear in a drop-down list and click on the relevant name when it appears in the dropdown. 
    Screenshot_2021-07-26_at_19.16.02.png

  5. Confirm the change by clicking the blue tick.

  6. 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.

  7. 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:

  1. Click the red X beside the matter participant's name.

  2. 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:

  1. Click on the + symbol beside Matter Participants.
    Screen_Shot_2021-09-24_at_3.13.53_PM.png
  2. Begin typing the name of the new matter participant. Click on their name when it appears in the dropdown.

  3. Confirm the change by clicking the blue tick.

  4. This user will now have access to this matter.
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