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Use the Categories page to change an involved party's role in a project.

Typically, companies organize their involved party contacts by categories or roles. Depending on the organization practices, these categories may include subcategories. Contacts may be involved in a project in a number of roles such as respondent, claimant, witness, or outside counsel. One of the roles is always set as the default role for the selected contact.

With the appropriate rights, you can add, view and delete involved party roles.