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Mitratech Success Center

Client User Detail Page

To open the Client User Detail page for a specific client user, click the name of the user on the Client Users page. From this page, you can:

  • Share matters with the client
  • Assign matters to firm users
  • Remove matters from client users
  • Delete matters
  • Click a specific tab to view:
    • Matters
    • Related Rules
    • Recent Activity

Note: Only administrators can perform these tasks.

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