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Bug #5059

open

Matters - Create - user who is a Group Head of one group and simultaneously a Team Member of another group is not appearing in the Team Members section during matter creation,

Added by Neela Chinnappa about 21 hours ago.

Status:
New
Priority:
Normal
Assignee:
Boomibalagan Ravichandran
Start date:
07/10/2025
Due date:
% Done:

0%

Estimated time:

Description

Scenario Overview:
Mason is:
GH of Group A
TM of Group B
Client A is linked to both Group A and Group B
Group A members: TM1, TM2, Mason (as GH)
Group B members: TM3, TM4, Mason (as TM), Pavan (as GH)
TM3 (Group B) is only assigned to Client A

Steps to Reproduce:
  • Login the Lauditor with TM3
  • click on Matters module
  • Click on Create
  • Fill the matter info
  • Select Client A and Click on Next
  • Add Group B and click on Next

In team member section, Mason name [TM of Group B] should be displayed. Currently It is not displayed.

Expectation :
When a matter is created by TM3, Pavan (Group Head of Group B), or a Super User, and the selected combination is Client A + Group B, the name Mason should appear in the Team Members section — even if Mason is a Group Head of another group — since he is also a Team Member of Group B.

https://drive.google.com/file/d/1dZt6lPyIyZ6Ck3sbbbyadNhyV8FttDN1/view?usp=drive_link

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