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Juris Suite® Answer Center

Groups

  • Updated

You must have Administrator Privileges in Juris Suite to have access to this function. If no groups are defined, Firm Settings control functional areas.

Groups allow the administrator to assign permissions for a select grouping of firm members. This saves time and ensures continuity of settings within the group. Groups are simpler than teams. Groups do NOT contain Manager, Lead and Member categories. You can perform the following tasks in Define Groups:

Create Group

Delete Group

Edit Group

To define a new group, perform the following:

  1. Select Define Groups from the Juris menu button.

  2. The Define Groups window will appear and allow you to create, edit and delete groups.

Creating a Group

To create a new group, perform the following:

  1. Click the New button on Define Groups window.
  2. Enter the Name of the new group. The name will also appear concurrently in the team pane. Your are limited in the length of the name.
  3. Select the appropriate Employees to be in the group. 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.
  4. Verify that the choices are accurate and click the Save button.

Deleting a Group

  1. Select the Define Groupsfunction of the Juris menu item.
  2. Select the group you want to delete.
  3. Click the Delete button marked by the red "X". Click the Yes button to confirm the deletion. The group will be automatically removed from the team pane.

Editing a Group

 To edit a Team perform the following:

  1. Select the Define Groups function of the Juris menu item.
  2. Select the group you want to edit.
  3. Make the appropriate changes. You can rename and change employees of the group.
  4. Click the Save button to commit the changes.