Matter:Role

A role (with respect to matters) is a subscription-specific label that can be assigned to contacts and members in order to represent the parties to a matter.

Parties

Roles are most commonly used to describe the parties to a matter, which may be clients or other parties. Document templates and processes can refer to specific roles without needing to know which contacts hold them.

Members

Roles can also be used to describe members associated with a matter. Members can list matters on which they hold a role.

Some roles for members are defined by the system and carry a special meaning:

• Manager - Every matter has at least one manager, who implicitly holds all permissions in respect of it. Sales which cannot be attributed to a specific member are divided equally among managers.
• Supervisor¹ - Supervisor(s) oversee the work of managers and can resolve potential conflicts of interest on matters.
• Librarian¹ - Librarians are responsible for cataloguing documents on matters.

¹ If there is no member in these roles (or the workgroup does not allow them) then the manager(s) will be used instead.

Judicial Officers

Roles can also be used to differentiate between judicial officers on a matter; e.g. judges, registrars or case managers.

See Also

Role (with respect to security)

Role (with respect to documents)