Add a participant in a matter
"Participants" are users who will have access to a matter and be able to add activities (time, flat fees, expenses...), events in the calendar and tasks in this matter.
Users with the corresponding User Profile can create or edit matters at any time, including the list of participants in the matter:
- Open and edit the matter
- Go to the stage 3 "Billing"
- Add yourself using the "Search users" field and click on your username to add yourself to the list of "Participants" in the matter (at the bottom of the window)
- Click on the "Save" button
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