Manage teams

✨ Introduction

If your role allows it, you can create teams and assign users to them.

Teams group users with similar access needs. By organizing users into teams, you can give access to specific matters more efficiently and manage matter access more easily.

✅ Step-by-step guide

Create a team

Open the Team page from Configuration.

1. Click Create a team.
2. Enter a name for the new team.

Once the team is created, add members to it.

1. Click Add members.
2. Select the users you want to add to the team.
3. Confirm your selection.

Delete a team or remove a member

To remove a user from a team:

1. Select the user.
2. Click Remove members.

The user will no longer be part of the team and will lose access to matters that the team had access to.

To delete a team, click the bin icon next to the team name in the left panel.

✨ Tips & best practices

• Group users together when they need similar access to matters.
• Review team members regularly to keep access up to date.
• Check the team's matter access before removing members or deleting the team.

⛔ Limitations & known constraints

Removing a user from a team or deleting a team removes their access to matters granted through that team.

❓ Frequently asked questions

What happens when I remove a user from a team?

The user is no longer part of the team and loses access to matters that the team had access to.

What happens when I delete a team?

All remaining team members lose access to matters that the team had access to.