Table of Contents
Managing Your Contact Roles
Deleting a Contact Role
Assigning a Contact Role
Contact Role vs Contact Group
Following along in MyCase is recommended as you read the steps:
Managing Your Contact Roles
You can view contact roles by selecting the main Contacts tab.
Click the gear icon and select Roles subtab.
Once you have navigated to the Roles page, you can add, edit, and delete your contact roles. Your MyCase account comes with some default contact roles (some examples: Adverse Party, Spouse, Power of Attorney, etc.).
The Contacts column shows the number of contacts the role has been assigned to.
Deleting a Contact Role
On the Roles page:
Click the trash can icon to delete any role. To delete a role, you must have 'add & edit' permissions and the ability to delete items in MyCase.
When you click the trash can icon, you will see the Remove Role pop-up pictured below.
If you are deleting a role that is currently assigned to contacts, the role will be removed from these contacts and will no longer be in your list of roles.
You can use the contact column in the roles table to determine if the role has been assigned to any contacts before deleting it.
Removing a role does not affect any contact links to a case.
Assigning a Contact Role
Please remember that roles help you identify a contact's role in a particular case. Therefore, you assign contact roles in the case page.
To assign a role, you must first link the contact to the case.
After the contact has been linked to the case, you can assign their role by:
1 . Search for the case
2. Selecting the Contacts & Staff Tab
3. Clicking the edit (pencil) icon in the role column
4. Selecting the Role from the drop-down menu
Contact Roles vs Contact Groups
Roles: The main difference between the two is that a different role can be assigned to a contact for each case they are linked to. Therefore, if a contact has many cases, they can have a different role for each case.
In best practice, roles should be used to define the contact relationship in a case. This relationship can be relative to other contacts linked to the case (i.e., Spouse).
Using roles will help you and your colleagues easily understand contact relationships in a case.
Roles will also be useful in determining if there is a conflict when running conflict checks.
Contact Groups: Each contact can only be assigned one contact group. Groups are useful for labeling contacts with general labels that do not change from case to case (i.e., Client, Judge). These groups can be helpful for marketing purposes.