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How to add members to a matter?
How to add members to a matter?

Add teammates on a matter for smooth execution of the matter.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

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

  1. Go to Matters on the left side-bar menu.​

  2. Choose the matter to which you'd like to add a teammate.​

  3. 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.

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