As a System Administrator, it's important that you can add admins to matters. This ensures that someone is always in charge and gives you effective oversight over the matter.
What does this feature do?
It lets you add anyone from your organisation as a matter administrator to a specific matter.
When you do this, the audit trail in the:
Legatics Admin System records who you added as admin (together with details about the matter you added them to)
Matter will record that you added a user to the matter (the words "system admin" is added after your name).
How do I use it?
Step 1: Click "Matters" in the sidebar
Step 2: Find the matter, click on the three dots, and select "Add admin matter"
You currently can't filter or search for matters (learn why here).
If you can't find a matter, make sure you're looking in the correct tab (we've got separate tabs for "live" and "demo" matters)
You can use ctl+f to search through all the data in the page (this won't search across paginated pages). The table is sorted by newest creation date > oldest creation date. This can help to pinpoint the page to look for.
Step 3: Select the organisation to add the matter admin to
If only one organisation has matter admin rights, this drop-down will be pre-filled with the name of that organisation
Step 4: Press "Add as admin" button
🔎 You can search for the Member by name or email
You can add multiple people at once!
✅ If successful, the button will change to "Admin"
If you need further help, please email us at support@legatics.com.