You may be listed as the manager on a number of matters and want to allow people to work on those for you. Rather than reassigning the matter to that person (and potentially losing visibility over it), you can add team members as delegates so they can work on those matters on your behalf.
In this article:
How to manage delegates
To make someone your delegate, click your profile icon and navigate to 'My Profile'.
Click Delegates from the options listed on the left-hand side, and then enter the name of the person you want to serve as your delegate in the people picker. If their LawVu account is active, you'll see them in your search results and be able to select them.
Once they are selected, you will see the Additional Actions modal. If you tick the 'update existing work items' box, they have the authority to handle both new and existing work items.
This allows them to act on your behalf when:
You're the matter owner or manager.
The contract owner.
Your approval is needed for invoices or contracts.
Note: Once this option is selected, your delegate must be removed from the work items if you no longer want them to be your delegate. You can read more about how to remove them from your work items in this article.
If you only want to delegate authority to handle new matters, contracts, or approvals, leave this box unchecked.
To remove someone as your delegate, click the Delegates section and then the 'x' symbol that appears next to the user's name.
Delegates are added to matters and contracts automatically
Upon assigning delegates, they will automatically inherit delegate owner/manager access every time you are assigned to matters. Your delegates will also receive the same notifications and have the same abilities as you, provided they have the same role.
When you are the matter manager or owner, your delegates will appear in the Members tab of matters as the delegate owner or delegate manager.
When you are the contract owner, your delegate becomes a member with the same permissions you have.
Note: Delegates are only granted access to active matters and contracts that the original user owns or manages.
If you reject a matter manager assignment, your delegate is automatically removed.
The Manager Acceptance feature must be turned on for users to have the option to accept or reject a matter manager assignment. For more information on assigning matters, refer to this article.
Permissions for Delegates
Delegates must have the same permissions as you to ensure equal access and the same capabilities. To review your permissions, access your profile, and then click Permissions.
