Manage Groups

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The Groups page will show all the groups that are available in this subscription. Groups can be created and assigned to Matters. Members of a group will keep their role in the group for the Matters they are assigned to.

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Create a group

  1. Click on Create

  2. Enter a group name and description; the group name is required.

  3. Select the Group members, you can use the filter to find and select Users.

  4. Click Save.

Edit a group

  1. Click on the Edit option in the last column of the list. 

  2. Make your modification.

Delete a group

  1. Use the delete option in the last column of the list or select the groups you want to delete and use the delete option above the list to delete the groups.