Participant management in Legatics ensures that the right people have the appropriate level of access to your matters. By effectively managing users, roles, and permissions, you can streamline collaboration and maintain control over sensitive information. This guide provides an overview of participant management and its key features.
Prerequisites: To manage participants, you need to be a matter administrator
Understanding the participant structure
Organisations group related users within a matter. Roles group related organisations. Permissions can be granted to roles, organisations or users, with the matter administrator permission granted to all users in an organisations.
Element | Explanation | Examples |
Roles | Group related organisations together | Lawyers, Borrowers, Buyer team, Seller team |
Organisations | Group related users together | Goldman Sachs, Citibank, A&O, Linklaters, EY, PwC |
Users | People who have been invited to the matter | John Doe |
Matter administrator | This permission gives all users in the organisation granted it full access to view and edit everything within a matter | N/A |
Permissions | Determine what actions participants can perform, such as viewing lists, rows, files, or comment | View list |
Key elements of participant management
This article explains how to set up and manage roles and organisations within a matter. You'll learn how best to use roles and organisations to maintain control and security in your matters.
You'll understand the responsibilities of a Matter Administrator, how to assign this permission to ensure proper oversight, and how to revoke these rights when they are no longer needed.
Understand how to manage individual users in your matter. It walks you through adding new users, inviting them, and removing those who no longer require access, ensuring your matter stays organized and secure.