Admins can add the Matter Team custom component to the Matter Lightning Record Page. Matter Teams are pre-define groups that work similar cases based on region, case type, or other qualifications.

How to Add the Matter Team Component

  1. Log in to Litify.
  2. Navigate to Matters > [Matter Name].
  3. Navigate to Setup > Edit Page
  4. Create a new tab named Matter Team
  5. Select the Matter Team tab.
  6. Drag the matterTeam component onto the page. 
  7. Save.

Now end users can access the Matter Teams component while viewing a matter record.

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