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Assignment Permissions

Change the permission outside counsel has within their open matter assignments.

To adjust a law firm or vendor’s permissions for their matter assignments, click the Assignment Permissions hyperlink in the Application Administration | Firms & Vendors sidebar.

Assignment Permissions Link

  • green switch—Feature or permission is enabled
  • red switch—Feature or permission is disabled
  1. Use the drop-down menu to select the law firm or vendor whose permissions you wish to adjust.
  2. Select the toggle buttons to turn a permission on green switch or off red switch.
  3. When you are finished, click Apply to all Matter Records.
    Assign Permissions to Firm/Vendor
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