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
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  4. Create a new tab named Matter Team
  5. Select the Matter Team tab.
  6. Drag the matterTeam component onto the page. 
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  7. Save.

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

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