In every matter, a Matter Admin plays a pivotal role in overseeing and managing matters. They possess full read and edit rights for all the data in the matter and are responsible for managing the matter.
Responsibilities of a Matter Admin
Important: Matter Admins have unrestricted access to all data within a matter and cannot be prevented from viewing or editing any information.
Matter Admins have extensive capabilities to manage the data in a matter, as well as matter settings and participant access.
Some of their capabilities include:
Add and edit lists: Create and manage lists within the matter to organize information effectively.
Set and review permissions: Define what other users can view or edit, ensuring confidentiality where necessary.
Change Matter Details: Update matter-specific information such as name, number, lead partner, and email notification settings.
Delete a Matter: Permanently remove a matter when it's no longer needed.
Add/Remove Users: Invite new participants or remove existing ones as necessary.
Adding and removing Matter Admins
Prerequisites: You need to be a Matter Admin
Click on Manage on the left-hand navigation menu
Select Participants from the secondary navigation menu
Find the card of the organization you want to give/remove matter admin to
Toggle the Admin switch next to the name to enable or disable administrator permissions.
Caution: All users within an organization that has the Admin toggle enabled will have Matter Admin rights.
Tip: If that's not preferred, we recommend creating a separate organization called "matter admin" to store users who need to be matter admins.
