If you’re working on a large project then it helps to assign participants to teams so that you can more easily manage permissions, especially for documents.
Creating a team
You can create a Team in a Portfolio or a Matter:
Open the relevant portfolio or matter
Click on “Manage Matter” or “Manage Portfolio”
Select the Teams section in the menu
Click on “+ Create team”
Give your team a name and press enter
Select the 3-dot menu for your new team and choose “Edit Members”
Add Participants to your new team
If you have a long list of teams you can use the search bar to find your team.
Managing a team
If you need to make changes to your team, or delete it after it’s been created, select the 3-dot menu next to your team’s name. Please note that you can only add participants to a team if they’ve already been invited to your portfolio or matter.