Allow Keypersonnel to Add Specific Matter Types
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