This article will walk you through how to add or remove users to new and existing matters. Additionally, we will discuss the different ways in which a user can be added. 



Types of Users:


Synced Users - The conventional way of adding a user to a matter.

  • The user has full access to the matter, as that relates to their granted permissions.
  • Synced deadlines will appear on their Outlook calendar.

No Sync Users - An alternative approach to adding a user for visibility and supervision into the matter.

  • The user has full access to the matter, as that relates to their granted permissions.
  • Synced deadlines will NOT appear on their Outlook calendar.

Lead Attorney - A designation for a single person, that can either be a Synced or No Sync user.

  • The user has full access to the matter, as that relates to their granted permissions.
  • You have the choice as to whether or not synced deadlines will appear on their Outlook calendar.
  • Designated as the Lead on the matter.


Basic Steps for Adding & Removing Users:


1. Add/Remove existing matter:

  • My Matters > Matter Menu > Share Matter > Add or remove users
  • See step-by-step below


2. Request access to an existing matter:


3. Add/Remove to new matter:


Step-by-step


Add/Remove Synced User:


This view will show you everyone who is already shared on the case and allows you to modify any additional users on the matter. When creating a new matter, this is a required step when creating a case and will appear after you have selected your State and case jurisdiction.


To add a user, simply click "add"

  • They will automatically receive any deadlines that have already been synced


To remove a user, click "remove"

  • This user will no longer have access to the matter, see any upcoming deadlines for this case, and will no longer see it in their matter's list


Share Matter:


Add or remove users:

  • "Green check mark" will indicate they have been shared successfully
  • "Audit" allows you to verify who is added to the matter in LawToolBox and the M365 group
  • "Search" to refine the list of users to add someone else




Notes:


Check the audit to see who is added to the M365 group


Add/Remove No Sync User:


The only difference from the steps out lined above is the specific button we click to choose to add a person as a No Sync User. All of this takes place on the Share Matter page.


To add someone as a No Sync User, click the arrow dropdown directly next to the "Add" button and select "Add No Sync."


Additionally, this user will have a specific tag added to their name in the user list indicating that they are a No Sync User.


To remove a user, click "remove"

  • This user will no longer have access to the matter or see this matter on their matter's list.

Add/Remove Lead Attorney:


The designation of "Lead" is an optional feature that can be used for a single user on your team.


Adding a user as the Lead provides the option for whether they will be a Synced or No Sync user on the matter.


The user will receive the designation as lead on the matter, and will have full access to the matter with whatever permissions and editing rights they have been grated by your Admin.

 


To remove the Lead from a matter, you simply need to click on their name and select "Remove."

Learn more:

Help: M365 Groups for LawToolBox