User groups

A user group is a named set of members, such as "Litigation team". Use groups to give several people access to a matter at once: on the matter's edit page, set Who can see this matter to Specific user groups and pick the group. See Who can see and edit a matter.

Manage groups#

Open Team → User groups (needs Manage team and user groups).

1. Click Add user group.
2. Enter a Name and Description.
3. Tick the members to include (filter by name to find them).
4. Save.

Adding or removing someone from a group changes their access to every matter shared with it straight away. A member who leaves the firm is removed from their groups.