Assigning Matters to a Firm User

To assign a matter to a firm user from the Firm Users page:

1. Open the Firm Users page.
2. On the row for the firm user, click the Assign icon in the Actions column.
3. 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:

1. Open the Firm User Detail page for the individual firm user.
2. Click the gear icon to the right of the name and click Assign.
3. Select the matters you want to assign to the user and then click Assign.