Members

MatterX's Members are users assigned to a matter with either View, Edit or Post Only access. Members can be added one User at a time or via a User Group.

You can add Members to a matter during the matter creation process or at a later time.

1. Scroll down to the Members section on the Matter Card.

   

2. Select the Manage action at the top of the Members section followed by the New Line option.

   

3. Select User Type.

   

4. Select User ID of the user you wish to add as a Member.

   

5. Select User Access you wish to apply for the User or User Group.

   

6. You can add additional Members by repeating steps 1 to 5.