Assigning Matters to a Firm User
To assign a matter to a firm user from the Firm Users page:
- Open the Firm Users page.
- On the row for the firm user, click the Assign icon in the Actions column.
- Select the matters you want to assign to the user and then click Assign.
To assign a matter to a firm user from the Firm User Detail page:
- Open the Firm User Detail page for the individual firm user.
- Click the gear icon to the right of the name and click Assign.
- Select the matters you want to assign to the user and then click Assign.