Configuring the Panels on the Matter's Home Page

In this article:

• Admin: Configuring the Panels Based on System Roles / Matter Types
• User: Configuring Panels for a Specific Matter's Home Page

When you first select a matter to view it, you will be taken to the matter's Home tab. This tab displays summary information about the matter in a set of configurable panels. An admin can configure these panels (based on participant type and matter type), or if your firm allows it, you can set up and organize which panels you view for a specific matter. A customized home page allows you and other users to see the most important information about a matter at a glance. 

Admin: Configuring the Panels Based on System Roles / Matter Types

If you're an admin user, you can choose which panels are displayed for specific matter types. You can also choose which participant types can view these panels. For example, if you want your financial roles to see only financial-related panels, you can configure the user permissions to show just those panels to your finance staff. 

If you do not configure any permissions for the the overview / Home page, users can configure the page themselves by following the instructions in User: Configuring Panels for the Matter's Home Page, below. To make sure user-level configuration is available, see the green tip at the end of this section. 

To configure panels for your users:

1. In Practice Management, go to Admin > Users & permissions. The Users & Permissions page appears.
2. Click Matter overview panels in the Permission settings list on the right side of the page. The Matter Overview Panels page appears.
3. In the box at the top of the page, provide the following:
   • System Role: Choose which system role will be able to see the panels you'll select below.
   • Matter Type: Choose matter type the panels will be available in.
   • Location: Leave this option to set to Matter Overview.
   • Copy From: Optionally, if you want to pre-populate your settings using the settings from another system role,  choose that system role. The panels listed below will be updated with the settings, which you can further adjust. 
4. In the Panel Name list, find the panel you want to assign, and in the Col # and Row #fields, choose where you want the panel placed—on the left or right side of the page (column) and which order in relation to the other panels (row). Only those panels that are assigned a placement will be visible to the specific participant type and matter type.
   CAUTION:  Each panel must have a unique column and row assignment (e.g., no two panels can be assigned Row 1 Column 1) or else the Home page will not look or function the way you expect.  
5. Click Save to save your changes. 

TIP:  To allow your users to configure their own Home page panels, follow the instructions above but ensure each of the panels is set to not have any columns or rows assigned. Items in the list should should look something like this:
Additionally, remember that these settings are defined at both the participant type and matter type levels.

User: Configuring Panels for a Specific Matter's Home Page

If an admin user has not configured the matter's Home page panels for you, you can choose which panels you want displayed on the Home page for the matter you are viewing as well as define which order the panels are displayed in. 

To do this:

1. In Practice Management, view the matter. (See Using the Quick Search Box to Search for a Matter or Contact for help.)
2. Click the matter's Home menu icon. The Home page is displayed. 
3. Click Configure Panels, located at the bottom of the page. A new section called Configure Your Panels appears.
   
4. In each of the groups, select which panels you want included on the Home page. (To clear your selection and start over, click Reset to Default Layout.)
5. To close the Configure Panels box, click Configure Panels again. 
6. Optionally, to move a panel to a new location, click on it and drag it to where you want the panel placed.