User Assignments
IN THIS ARTICLE:
Assign or unassign users from a matter in your Spectra environment.
WHO CAN PERFORM:
| Client Admin | Can assign/unassign Discovery Managers, Attorneys, Reviewers, or Contractors to any matter |
| Discovery Manager | Can assign/unassign Attorneys, Reviewers, or Contractors to any accessible matter |
Assign new users
Select a matter from the table to assign users to. If a user hasn't been created yet, see Create a New User.
- Hover over a matter and click MORE to open the matter detail panel
- Click USER ASSIGNMENTS
- Select each user to assign to the current matter, then click ADD TO LIST
- Click UPDATE ASSIGNMENTS to assign the users to the matter
Unassign users
Remove user assignments from a matter in your Spectra Environment.
- Hover over a matter and click MORE
- Click USER ASSIGNMENTS
- Hover over the name of the assigned user, then remove them by clicking 'X'.
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Click UPDATE ASSIGNMENTS
