Managing Matter Teams
Matter teams, which can be created directly via Security Center or indirectly via policies, can be viewed and managed via the Matter Team dialog.
To access the dialog from the web interface:
- Open the Workspaces tab.
- Perform a search for a workspace.
- Select or check a workspace in the search results.
- In the toolbar, select Matter Team from the Matter Team drop-down menu.
To access the dialog in WorkSite clients:
- In the tree pane, right-click on a workspace.
- From the Milan menu, select Matter Team/Exclusion.
Note: Only users who have the Security Center: View inclusions task permission can access the Matter Team dialog.
Matter Team Dialog
The Matter Team dialog allows you to confirm:
- Who is in the matter team
- Who has been denied access via exclusionary policies
- The confidentiality level of the workspace
- General information related to the matter
Additionally, if you have the Manage Team right for the selected workspace, you can also make changes to the team and confidentiality.
Tabs
Information and settings related to the selected workspace's matter team are divided across the following tabs:
Team/Group
By default, the Team/Group tab lists the following information for all current members of the matter team and, if the matter's confidentiality level is set to Confidential - Group, the WorkSite groups that have been granted access to the matter.
| Column | Description |
|---|---|
| Name | A link to the person's profile summary. |
| Rights | Indicates whether the person can create folders (Manage Folder) or add or remove people to and from the team (Manage Team). |
| Role | Currently not used. |
| Expiration | The date on which the person will be automatically removed from the team. |
| Hours | The total number of hours the person has billed for the matter. |
| Last Billing Date | The date on which the person last billed hours for the mater. |
Tip: To display expired users, click Show All Users at the top right corner of the dialog.
If you have the Manage Team right for the workspace, the tab also includes:
- An Add User link, which opens the Add Member dialog, at the top-right corner.
- Edit and Delete icons next to each person or group.
The dialogs opened by Add Member and Edit, while named differently, are essentially the same and have the following fields.
Add Members to Matter Team/Edit Member for Matter Dialogs
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| User/Group | The WorkSite ID of the selected user or group. | ||||||
| Expiration Date | The date on which the user or group will be automatically removed from the team. If this field is left blank, the user/group is considered a permanent member of the team. | ||||||
| Grant Rights |
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| Comments | An optional comment related to the user/group's membership in the team. | ||||||
| Add this matter to users my matter list | Automatically add a shortcut to the matter in the user's My Matter List. |
Add Group Dialog
| Field | Description |
|---|---|
| Group | The WorkSite ID of the selected user or group. |
Exclusion Wall
The Exclusion Wall tab lists the following information for all people who are currently being denied access to the matter.
| Column | Description |
|---|---|
| User ID | The person's WorkSite user ID. |
| Full Name | The person's full name. |
| Reason | The reason why the user was excluded from the matter. If the exclusion originates from a policy, the comment is automatically generated by the Policy Eventing service. |
| Expiration | The date on which the exclusion expires. |
Tip: To display users whose exclusion from the matter has expired, click Show All Users at the top right corner of the dialog.
Confidentiality
The Confidentiality tab displays the matter's confidentiality level and related options. If you are a member of the team and have the Matter Team right, you are free to change the settings on this tab.
| Setting | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Matter Confidentiality |
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| Advanced Options |
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Confidentiality Settings
The settings available on the right-hand side of the tab vary depending on the selected confidentiality level. All confidentiality levels have a Who can create folder setting, which has the following options:
| Option |
|---|
| Matter Team Members With Manage Folder |
| Anyone with access to workspace |
If a matter's confidentiality level is set to Confidential - Groups, an additional Group drop-down menu is displayed above the folder setting. Similarly, if the confidentiality level is set to Confidential - Personal, a User drop-down menu is available. In both cases, the drop-down menu allows you to grant access to one or more groups or users.
Matter Info
The Matter Info tab displays the matter's description (name), client number, matter number, open date, close date, practice areas, and location (i.e., the server on which the workspace resides).
