In this article:
Overview
With this feature, you can streamline assigning users to matters and contracts, giving access to multiple members immediately after creation.
Matter and Contract Type Setup
To set up an assignment rule for matter and contract types:
Ensure you have Administrator access.
Navigate to Settings > Matter/Contract Management > Matter or Contract Types > Select an individual Matter/Contract > Settings
At the bottom of the settings tab, the options will be visible:
From here, simply add your teams or members.
Teams:
Individuals:
Additionally, this is where you can select whether or not the matter/contract creator can remove members on creation:
Matter and Contract Creation with Auto Assignees
After the matters and contracts have been set up via settings, upon creation of those specific types the user will see confirmation of the teams/individuals being assigned:
Note - the users will be presented with assignment modal only when you have auto-add teams/members enabled for your organisation.
If the removal option is turned on, this is where the creator can also remove those who have been auto-assigned:
Finally, upon the creation of the matter or contract, all of the users and teams will have access to the new matter. Every user included in any team added will be shown individually in the Members tab.
