Need to change a participant's role in a meeting? Learn how in a few, easy steps.
You can add/change roles to attendees in any case-based meetings.
1. From the Home Screen, select the Schedule Meeting button located on the left side of the screen under the greeting or in the top right corner of the screen.
2. After selecting the Schedule a Meeting button, fill in the requested fields below and then select the Next button.
3. On the Select Participants page locate the participant whom you are changing the role for. To the right of their name, you will see a dropdown. Select it and choose their new role.
4. Once you have changed their role select Review Invite and you will notice that the participant's new role has been updated.
Note: Only the hosting (paid) Counsel and Paralegal/Legal Assistant can change the role of a participant.