Assign a User to a Matter
IN THIS ARTICLE:
Assign a user to one or more matters in your Spectra environment.
WHO CAN PERFORM:
| Client Admin | Can assign Discovery Managers, Attorneys, Reviewers, or Contractors to any matter |
| Discovery Manager | Can assign Attorneys, Reviewers, or Contractors to any accessible matter |
Select and Assign Matters
Select a user from the table and choose the matters you want them assigned to. If the user hasn't been created yet, see Create a New User.
- From the Users page, hover over the user and click MORE to open the detail panel
- Click ASSIGN MATTERS
- Select each matter to assign to the current user
- Click ASSIGN
Open the user detail panel at any time to view the list of assigned matters.
