Add Key Person
To add an individual to your Key Personnel list, click Add Key Person in the Key Personnel sidebar.
To add key personnel:
- Select an individual from the drop-down list.
Note: If you do not see the individual you want to add, contact your site administrator so he or she can create a profile for the individual. - Click the red icon to turn access or notifications on (
). (Access to the matter record and notifications are initially turned off (
).) - Click Add Record to confirm.
The page refreshes to show your updated Key Personnel list.
