When you add a new person to your law firm you'll need to assign them specifically to the clients that you want them to be able to work with.
To assign a team member to a client, go to your user directory and choose the team member you want to assign clients to.
When you click on the team member's name, a dialogue box appears with an ‘Edit’ option in the top right corner. Click on Edit and it takes you to the user’s profile. Go to ‘Client access’ and it opens a list of all clients you work with.
Here you can also see five options for each client.
Access Client - This makes all those matters visible that the user is a member of.
Create matter - This gives the user the permission to create a matter on behalf of the client.
Create contracts - This gives the user permission to create a contract within a matter on behalf of the client. Note: You will only see this when the Contract module is enabled for the LSP. Reach out to the Client Org Admin so they can submit a request to enable the Contract Module access for your organization.
Client manager - This shows all the matters of the client that are with your organization.
Intake manager - This allows the user to manage the matters in the intake queue.
As an organization admin, you can choose what permissions you want your team member to have and the clients you want them to be able to work with.