By default, all matters are public and shared with all team members. Adding a member to a matter increases that access, enabling them to receive notifications of activities related to that matter.
Steps to add or assign Teammates or Members to a Matter
Go to
Matters
on the left side-bar menu.βChoose the matter to which you'd like to add a teammate.β
Click the
+ button
at the right-hand corner, then choose the teammate you'd like to add from the drop-down menu.
You can also mark a matter as private, which will restrict the matter's access only to the above assigned members.
Alternatively, members can also be selected while creating a new Matter. Click on the Members
tab from the right side and add all the required members to the matter.