Matter Participants

To access the Matter Participants section:
  1. Navigate to the Details tab of the selected matter — the participants are listed under the Participants row in a structured table format.
  2. Each participant entry includes:
    3. Field
    Definition
    Role
    Defines the participant's function in the matter (e.g., Gatekeeper, Requester, ASC Law Rep).
    Name
    Displays the full name of the assigned user. You can click the name to view their profile.
    Entity
    Identifies the organization or company the participant is associated with.
    Note: Each matter can include both internal participants (e.g., legal team members) and external stakeholders (e.g., outside counsel).
Adding or Removing Participants:
  1. Open the relevant matter and click the Edit icon in the top-right corner of the page.
  2. Scroll to the Participants section within the edit form.
  3. Add new participants by selecting their role, name, and entity from the dropdown menus.
  4. Remove participants by clicking the Delete icon.
  5. Click Save to confirm your changes.