Manage user teams

Manage user teams

theTeamsallow you to organize your company's Jarvis Legal users by team. Users added to a Team are automatically added to the Drive Stakeholder and Access List of all filesexistingfor which the team leader is a manager.

Creating a team

The user management menu is only accessible to those who have, through their User Profile, access to the right “Modification of users†.
  1. Appointment in themenu “Users & teamsâ€in the Settings

  2. At the bottom of the list of users you will see the section “TeTeamsâ€

  3. Click on thebutton â€"Add a team



  4. Fill in the informationof the new team



    Reminder: only fields with an asterisk are required

  5. Add membersto the team via the "Search users" field



  6. Check the box in the "Team Leader" columnNext to the file manager you want to share



  7. Click on thebouton “Enregistrer�
Note: We recommend checking only one Team Leader per Team.

Disable a Team

  1. Appointment in themenu “Users & teamsâ€in the Settings

  2. At the bottom of the list of users you will see the section “TeTeamsâ€

  3. Click the red button with a white cross to the right of the Team you want to delete



    • Related Articles

    • Setting up a new user

      Add a new user See article "Add a new user". Determine user information Jarvis Legal users with aProfile User Profileallowing them to manage Users can at any time modify a certain amount of information: identity, hourly rate HT if applicable, user ...
    • Change a user's information

      This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
    • Add a new user

      Is your company welcoming a new employee?Two cases may arise: You want to purchase a new license for this new employee; You want to replace an employee who has left your company. In both cases we invite you tocontact the Sales Department. Note that ...
    • Change the hourly rate of a user and that of their activities

      You can change your hourly rate and select if this change will apply to all unbilled activities related to this user. In the Settings>"My profile", click on pencil icon in the Information block. Change the hourly rate and activate the below toggle, ...
    • Manage your folder types

      When creating or modifying a matter, you are asked to indicate the "nature" of the file. This may be its legal subject (administrative law, company law...), the type of file (internal, test...). You can at any time, via the settings (1), add new ...