Manage Groups
The Groups feature allows you to create multiple groups based on your work scenarios and needs, enabling better organization and management of team members. You can create groups to collaborate on cases, share files, and set different access permissions for different groups.
Create a New Group
To create a new group, follow these steps:
Click the menu icon in the upper-right corner, then select Settings.
Click the ">" button next to Manage Group.
Click the Create Group button, enter the group name, then click Create.
Invite Members to a Group
After creating a group, you can invite members through the following methods:
Click the Invite New Member button and enter the member's email address to send an invitation.
You can also import members to your group from your organization. Members will receive an invitation and must accept it before joining the group.
View all members in the group. Group owners can remove any member.
Example Use Cases for Groups
The Groups feature is suitable for the following scenarios:
1. Case Collaboration
- Create dedicated groups for specific cases
- Invite relevant lawyers, assistants, and experts
- Share case files and reports
- Set appropriate access permissions
2. Department Organization
- Create groups by department or specialty area
- Examples: SSD cases group, VA cases group, PI cases group
- Ensure each group only contains relevant personnel
3. Client Collaboration
- Create groups for specific clients
- Invite client representatives and internal team members
- Share progress and file updates
4. Temporary Projects
- Create groups for short-term projects
- Easily disband groups after project completion
- Flexible management of project-related access permissions
Group Permission Management
Group owners can:
Click the pencil icon to edit the group name or delete the group.
Share all your cases with group members and set access permissions for members.
If you are a group member, click the Leave button to leave the group.
Through effective group management, you can improve team collaboration efficiency, ensure information security, and provide flexible organizational structures for different work scenarios.