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Juris Suite® Answer Center

Define Teams

  • Updated

Teams help define “who sees what” in the firm. A user can belong to multiple teams, and team roles can be assigned as Manager, Lead, or Member. You must have administrator privileges in Juris Suite to define teams.

Use Define Teams in Juris Suite to manage who can view or edit information entered by team members.

In this article

Team roles

Role Access
Manager Can view and edit information entered by other members of the team. More than one person can be assigned as a manager.
Lead Can view information entered by other team members, but cannot edit that information. More than one person can be assigned as a lead.
Member Associates users with the team for easier team management. Members are prohibited from viewing and editing access.

Open Define Teams

  1. From the Juris menu, select Define Teams.

  2. The Define Teams window opens.

  3. Use the Define Teams window to create new teams, edit existing teams, or delete teams.

Create a team

  1. In the Define Teams window, click New.

  2. Enter the name of the new team.

    The team name also appears in the team pane. Team names have a limited length.

  3. Select the appropriate employees for the team roles:

    • Managers
    • Leads
    • Members

    You can assign employees by double-clicking a name in the Employee List, or by selecting a name and using the blue arrows to move it. Use the double blue arrows to move all or remove all.

  4. Verify that the selections are correct.
  5. Click Save.

Edit a team

  1. From the Juris menu, select Define Teams.
  2. Select the team you want to edit.

  3. Make the appropriate changes.

    You can rename the team or change the team’s managers, leads, and members.

  4. Click Save.

Delete a team

  1. From the Juris menu, select Define Teams.
  2. Select the team you want to delete.
  3. Click the Delete button marked by the red X.

  4. Click Yes to confirm the deletion.

    The team is removed from the team pane.