How do I assign Users to a Matter?

1. Click on the "Matter" Tab
2. Click on the "Users" Sub Tab.
3. Select your Matter, by scrolling through Matter using the left and right arrows, or by going directly to a Matter via the "Matter" drop-down menu.
4. On the Matter page, select a Project Lead, Project Team and Subscribers:

• Add a User to a Team by highlighting their name in the "Available Users" column. Click the right arrow to move them from the"Available Users" column over to the "Team Member" column.
• Make a User a "Subscriber" by highlighting their name in the "Available Users" column. Click the right arrow to move them from the"Available Users" column over to the "Subscribers" column.
• Note: you can remove a User from the "Team Members" or "Subscribers' groups by highlighting their name and using the left arrow to move them back to the "Available Users" column.
• Click the "Save" button to update your changes in the Time and Billing System.

NOTE: If you remove a User from the Time and Billing System, or set a User's Status as "Disabled" (in the "Admin" Tab, "User" Sub Tab Settings) they will automatically be removed from all Matters. And they will not be able to log in to the Time and Billing System.