If you are assigned the role of Conflicts Officer or Conflicts Administrator for a case, you can add a user to the conflicted users of clients, matters, client groups, and cases from the Users / Roles tab. Additionally, a user can also be in conflict with a client, matter, client group, or case by virtue of the group they are part of being in the conflicted group list. See Adding Conflicted Groups.

1. Select Users / Roles in the left navigation pane.
   The Users page with the list of users / groups appears. 
2. Select the row of the user who you want to add as a conflicted user of clients and matters.
   The <User name> - Details page appears.

3. Select Conflicts tab.
   The Conflicts page appears. You can view the list of clients, matters, client groups and cases that the user is already in conflict with. 

4. Select Add Conflict. The Add Conflict dialog box appears. The list of all the clients, client groups, and cases is populated.

   1. Select the check boxes next to the clients, client groups and cases or select the required rows to select the clients, client groups, and cases.
   2. Enter the reason for adding the user to the conflicted user list in the Reason field. This is not a mandatory field.
   3. Click OK. The user is added to the conflicted user list of these clients, client groups and cases, and the matters under them.
5. To add a user to the conflicted users list of only specific matters under a client, client group and case, do the following:

   1. In the Conflicts page, select Add Conflict. The Add Conflict dialog box appears. A list of all the clients, client groups, cases and matters is displayed.

      • Select  View Matters next to a client, client group, or case to view the list of all matters under that asset.

   2. Select the checkboxes next to, or rows of, the matters you want to add.
   3. Enter the reason for adding the user to the conflicted user list of the matter(s) in the Reason field. This is not a mandatory field.
   4. Click OK. The user is added to the conflicted user list of these matters.
6. To remove a user from the conflicted users list of a client, client group, case or a matter, select  in the row of the client, client group, case or matter. Then, click Remove.
   Alternatively,
   Select the check box next to a user or select the row of the user, then select Remove Selected Conflict(s). 

7. To update the reason for adding the user(s) as conflicting users to a client or matter, select in the row of the client, client group, case or matter. Then, click View / Edit Reason.
   Alternatively,
   Select the check box next to client or matter or select the rows of the client or matter. Then, click View / Edit Reason. The View / Edit Reason dialog box appears. Enter the reason, and then click Save.