You must have Administrator Privileges in Juris Suite to have access to this function. To effectively manage the system, it is recommended that your administrator define the various teams in the firm, create appropriate groups and delegate effective permissions. There is a synchronous relationship between Juris Suite teams and Juris Suite teams. Creation, edits and deletions in one will occur in the other.
Teams are created to define "who sees what" in the firm. An individual can be a member of multiple teams. Teams are broken into three categories: manager; lead and member. Your can perform the following tasks in Define Teams:
Manager
More than one person can be defined as a manager on the team. The manager designation allows the user the ability to see information entered by other members of the team and the ability to edit the information.
Lead
More than one person can be defined as a lead on the team. The lead designation allows the user the ability to see information entered by other team members but does not allow the information to be edited.
Member
The member designation is used to associate individuals on the team to allow for ease of management of the respective team. The member designation prohibits user from viewing and editing access.
To Define a new Team in Juris Suite, perform the following:
- Select the Define Teams function from the Juris menu item.
- The Define Teams window will appear and allow you to create new teams, edit and delete existing teams.
Creating a New Team
- Click the New button in the Define Teams window.
- Enter the Name of the new team. The name will also appear concurrently in the team pane. Your are limited in the length of the name.
- Select the appropriate team members for Managers, Leads and Members. You can do this by double clicking on the name in the Employee List, or by highlighting the name, and using the blue arrows to move them. You can move all and remove all with the double blue arrows.
- Verify that the choices are accurate and click the Save button.
Deleting a Team
- Select the Define Teams function of the Juris menu item.
- Select the team you want to delete.
- Click the Delete button marked by the red "X". Click the Yes button to confirm the deletion. The team will be automatically removed from the team pane.
Editing a Team
To edit a Team perform the following:
- Select the Define Teams function of the Juris menu item.
- Select the team you want to edit.
- Make the appropriate changes. You can rename and change members of the team.
- Click the Save button to commit the changes.
The above method applies to Managers, Leads and Members.