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Allow Keypersonnel to Add Specific Matter Types

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The In-house legal department must grant the rights to the key personnel to add those matter types.

The In-house legal department must grant the rights to the keypersonnel to add those matter types by following the steps below: 


• Select People 

• Select Key Personnel 

• Select Edit records & Permissions 

• Under the section titled: MAY SUBMIT REQUESTS WITH THE FOLLOWING TYPE CLASSIFICATION/S 

• Choose the desired matter type option

 

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  2. Tags
    1. keypersonnel
    2. lawtrac
    3. matter types
    4. request