Assigning Matter Admins is crucial for maintaining control and oversight within Legatics. This guide provides a step-by-step process for System Admins to add Members as Matter Admins to specific matters.
Step 1: Find your matter
Go to the matters page
Find the matter you want to add an administrator to
Click on the three dots, and select Add matter admin
Tips:
You can't currently filter or search for matters
But you can use
ctl+fto 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 2: Select organisation
In the pop up that appears, select the organisation you want to add the admin to.
Tip: If only one organisation has matter admin rights, this drop-down will be pre-filled with the name of that organisation
Step 3: Select Members to add as admin
A list of all your Members will appear below the organisation name. Press Add as admin to add a specific Member as a matter admin. If successful, the button will change to Admin.
Good to know: When you do this, the audit trail in the:
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).
