Add and remove collaborators

From any screen in the Google Apps Vault interface, click the word Vault in the upper left to display Retention, Matters, and Reports in the left pane. These are the items that appear when you first sign in to Vault.

After you create a matter, you can share it with other people who are working on the same case. For example, a legal assistant might create a matter and search for data, and then share the matter with counsel, who need to view and export the search results.

To add a collaborator:

  1. Click a matter name to open it.
  2. Click Share in the upper right corner.
  3. In the Add people field, type email addresses of the users you want to add as collaborators.
  4. Optionally select Send email notifications and Send a copy to myself.
  5. Click Save and close.

To remove a collaborator:

  1. Click a matter name to open it.
  2. Click Share in the upper right corner.
  3. In the Permissions field, click Remove next to the collaborator you want to remove. You can't remove a matter's creator.
  4. Click Save and close.