Share a matter with a colleague

Invite a colleague to a matter and assign them a role.

Step 1 — Open the matter's Share dialog

In Matters in the sidebar. Find the matter you want to share (you can only share matters you own) and click its Share icon.

Step 2 — Enter your colleague's email

In the Share Matter dialog, under Share with New Users, enter the colleague's email address. Their role is Can edit.

Step 3 — Share the matter

In the Share Matter dialog, click to share the matter. You'll see Shared successfully, and the colleague appears under Currently Shared With.

Heads up: Your colleague needs a BriefTech account already, and you must use the email address on that account. If BriefTech can't find it, you'll see "This email is not associated with any registered user" — ask them to sign up, then retype the address and share again.

Sharing takes effect straight away, and BriefTech does not email them. Let your colleague know — they'll find the matter under Matters, filtered by Shared with me, the next time they open BriefTech. If they already have it open, they'll need to reload the page before it shows up.

Tip: To share with several colleagues, add them one at a time — the form takes one email address per share. After each share the form clears itself and the person moves down to Currently Shared With, so you can type the next address straight away. An address already listed there can't be added twice.

Your colleague now has edit access and can open the matter under Matters, filtered by Shared with me.

See Matter roles and permissions.

Related

Roles and permissions in a shared matter

How access is shared and what each role can do.

Change or remove a colleague's access

Change a member's role or remove their access to a matter.

Matter roles and permissions

The matter roles you can assign and what each can do.

Transfer a matter to another user

Transfer matter ownership to another user.