Edit a Default Matter Team to change its Users and Roles.

Keep in mind that only new Matters will reflect the changes you make. Active Matters with this Matter Team will not reflect any changes. To edit Matter Team Users and Roles on Active matters, follow this guide. Otherwise, follow the steps below to edit a Default Matter Team:

  1. Search for and click Default Matter Teams in the Quick Find bar.
  2. Click the name of the Default Matter Team you'd like to edit.
  3. To change the name of the Default Matter Team, click the Edit button at top-right of the page.
  4. After making changes to the Team name, click Save.
  5. To add a new member to the Default Matter Team, click the New button next to Default Matter Team Members.
  6. Enter information for the new team member, include information for the required fields, and click Save.
  7. To edit an existing team member, click the down-arrow next to that role and click Edit.
    • Click Delete to delete that role.
  8. Edit the information in the window that appears. 
  9. Click Save.

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