Use the involved party Roles page to change an involved party's role in a matter.
Typically, companies organize their Involved party contacts by categories or roles. Categories may be broad, or may include subcategories. Contacts may be involved in a matter in a number of roles such as respondent, claimant, or witness. One of the roles is always set as the default role for the selected contact.
1.Search for a matter and open it. 2.In the left pane, click the Involved/Assignees link. The Involved/Assignees page opens.
3.If necessary, in the View drop-down list, select All Involved Parties. 4.Click Search. 5.Click View Involved Party Record next to the appropriate contact. The involved party General page opens.
6.Click Edit. The General page opens in edit mode. Navigate to the Roles page in the left pane.
 Involved Parties Roles Page 7.On the Default Role drop-down list, select the new role for this involved party. 8.Select a save option. |
