Who: |
System Administrators I don't know what this roles means? How do I check my own access? Click here |
Why: |
To approve a key person to select for matter creation |
Step 1: Head to the Users drop-down menu and select Key Personnel
Step 2: Using the available column filters, search for the User you would like to either approve or reject
Step 3: Hit the "Edit" action button
Step 4: Once you have clicked Edit, you will see the following 3 columns:
- Panel Type
- Area of Law
- Approved Status
In the approved status column, you can decide which Panel Type and Area of Law the Key Person has an approved status for.
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