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Adding and removing Matter Admins
Adding and removing Matter Admins

Understand the responsibilities and capabilities of a Matter Admin, including managing participants, configuring matter settings, and overseeing data access

Updated this week

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

  1. Click on Manage matter at the top navigation bar of your matter

  2. Select Participants from the dropdown menu

  3. Find the card of the organization you want to give/remove matter admin to

  4. 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.

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