Before moving forward, these are the required steps before mass sharing and unsharing matters:
- Enterprise permissions must be enabled.
- To enable enterprise permissions please click here as the global admin to accept
- The user must be a Central Docketing user (shared on all matters/groups)
To manage matters centrally:
1. Log into admin.lawtoolbox.com as the Central Docketing user (user shared on all cases)
2. Click on Matter > Manage Matters
3. Select your user (top right)
4. Optional: Select the "Filter" icon to see "Not Shared" (top left)
5. Select the cases & click one of the options (top left):
- Use "Share with" to select another user who needs to take on those cases
- Use "Re-Share" for troubleshooting cases for a specific user
- Use "Unshare" for removing cases from a user before deleting them from the firm
- Use "Close Matter" if you are ready to archive the case and remove all deadlines from all calendars
6. Repeat for page 2
NOTE:
Due to the volume of cases being modified, we can only process this in small batches. Please wait for the pop-up "success" icons to ensure the request went through completely before moving to the next page.
NOTE:
If this person is no longer an active user in your firm, you must also unshare all cases from them before you can remove them from the firm
NOTE:
To see if there are cases already set up for your account, but not shared with your selected user, please utilize our filters for more options.
See also:
FAQ - How to remove a user in LawToolBox