Create and manage groups

A group consists of users who perform similar tasks and have the same security requirements. You use groups to provide access to the application features and objects. Administrators can create and manage groups and their members.

View groups

Only administrators can view the groups in a case.

To view groups:

On the Case Home page, under Security, click Groups.

Existing groups appear on the Groups page.

Add groups

Administrators can add new groups to a case.

Note: You can add up to 150 groups to a case.

To add a new group:

On the Case Home page, under Security, click Groups.

Click Add.

In the Create group dialog box, do the following:

Type a Name for the group.

In the Start page list, leave the Default option to display the Case Home page after a member of a group logs in, or select one of the following options to display a different page: Documents, Search, Transcripts, Production Pages, Security, Case Setup, Manage Documents, Review Setup, or Analysis

Click Save.

Add members to the group. For more information, see Add members to a group.

Duplicate groups

Administrators can duplicate groups. When you duplicate a group, the group properties are duplicated, but the group members are not.

To duplicate a group:

On the Case Home page, under Security, click Groups.

In the row for the group that you want to duplicate, click the Duplicate Group button.

Edit the Name, if necessary, and then click Save.

Add members to the group. For more information, see Add members to a group.

Add members to a group

After you create or duplicate a group, you can add members.

To add members to a group:

On the Case Home page, under Security, click Groups.

Click the name of a group.

In the navigation pane, click Members.

Click Add.

Select the check box next to the users that you want to add. To select all users in the list, select the top check box.

Click Save.

Remove members from a group

Administrators can remove members from a group.

To remove members from a group:

On the Case Home page, under Security, click Groups.

Click the name of a group.

In the navigation pane, click Members.

Select the check box next to the members that you want to remove. To remove all members in the list, select the top check box.

Click Delete, and then click OK.

Set a default group

Administrators can set a group as the default group for its members. The default group retains the highest access and priority among all groups.

To set a default group:

On the Case Home page, under Security, click Groups.

Click the Set Group Default button in the row for the group that you want to set as the default.

Edit group properties

Administrators can edit the default start page, default quick code configuration, and the default timeline date for a group.

To edit group properties:

On the Case Home page, under Security, click Groups.

Click the name of a group.

On the Properties page, edit the Name.

The Case Home page is the default start page. To change the default start page for the group, in the Start page list, select one of the following options:  Documents, Search, Transcripts, Production Pages, Security, Case Setup, Manage Documents, Review Setup, or Analysis.

Note: If you change the default start page, the next time that a member of the group logs in to the application, the designated start page appears. For example, if you set the Documents page as the start page, the Documents page appears by default.

To edit the default quick code list for the group, in the Quick code configuration list, select a quick code list.

To edit the default timeline date, in the Timeline date list, select a date.

Click Save.

Delete groups

Administrators can delete groups from a case.

To delete groups:

On the Case Home page, under Security, click Groups.

Select the check box next to the groups that you want to delete.

Click Delete, and then click OK.