Assign staff to a matter

Assigning staff to a matter adds it to their caseload, gives them access to open it and marks them as responsible, all in one step.

1. Click on Matters in the side navigation and choose the correct matter.
2. Each client on a matter may have a unique team. Select the client and choose the pen on the top right of their window to edit their team.
3. In the window that opens you will see the option to Add/Remove Team Members.
4. Click to add a staff member (only current org members appear).
5. Designate if you would like them to have temporary access or "allow access to historical content." 
6. Save changes. The case appears in their caseload immediately.

⚠️ Notes: A staff member cannot see a case until they're assigned. "I can't see the case" almost always means they haven't been assigned yet.

Removing someone: End (withdraw) their assignment with an end date rather than deleting it — this closes their access while preserving the history for compliance.

A case can have multiple staff assigned at once. Assignment gives case access, but team-scoped notes/documents require being on the relevant team within the case. If a role carries legal privilege (typically attorney roles), it's established on assignment and closes when the assignment ends.

Trouble? Contact your case worker or email support@getsunlight.org.