This section describes how to add or remove users directly to or from the staffing of a collection.

• Access the collections staffing page
• Bulk Add Team Members or Basic Team Members to the Collection
• Manually add Team Members Basic Team Members to the Collection
• Remove a staffing member

When adding staffing of any type, you can optionally add a comment in the Reason field about why those members were added. This reason is subsequently visible in the Timeline tab.

The addition of staffing to matters by way of collection doesn't trigger notifications, such as User Added-type notifications for those matters. This is the default behavior to avoid a potentially high number of notification emails when matters are added to collections with a high staffing count. However, you can change this behavior if your organization requires it. Refer to the Collections cascade setting in Settings > Notifications.

Access the Collections Staffing page

Select Collections in the left navigation pane to access the Collections dashboard.

Select the collection you want to define staffing for, from the list.

On the Collection Details page, select the Staffing tab. The Staffing page displays.

Alternatively, on the Collection Details page, in the Overview tab, select View Staffing. The Staffing page displays.

Bulk Add Team Members or Basic Team Members to the collection

The Bulk Add Members feature lets you add multiple team members at once using semicolon-separated lists, new-line-separated lists, and Outlook email address lists. You can specify the type of team member, and access period, for each such list of users.

1. Select  at the right of the Add Members button.
2. Select Bulk Add Members.
3. In the Bulk Add Members dialog, select the type of members (Team or Basic Team) that you wish the users in your list to be added as, and specify their access period, using the options available when selecting the selectable text on the line "These users will be added as Team Members with an Unlimited Access Period".
4. In the text box, enter (or paste) any of the following:
   
   • A semicolon-separated list of users
   • A new-line-separated list of users
   • A Microsoft Outlook email address list
5. All users must be validated successfully before they can be added. Select Validate Selection.
   
   1. If there are any errors for users upon validation, such invalid users will display with red text. The number of errors is also displayed.
      
      1. Hover over the affected users (in red) for error details—for example, "Match not found" or "Multiple matches found".
      2. You can modify and then re-validate the original list as required, including by directly editing any red text (for example, to correct a typographical error).
   2. You can also continue to add other users into the text box (and revalidate), as required.
6. Provided all users are validated successfully:
   1. Optionally add a comment in the Reason field about why those members were added. This reason is visible in the Timeline tab.
   2. Select OK to add the users.

Manually add Team Members or Basic Team Members to the collection

You can also add users by selecting them from a list.

1. Select Add Members.

2. Select the check boxes next to the users/groups to select the users/groups. To select all available users/groups, select the uppermost check box on the left, or, if a user/group has already been selected, you can also select Select All n Items, where n represents the number of items available for selection. Alternatively, select the required rows to select the users/groups.

3. To view the list of users/groups selected to be part of the collection team as Team Members, select View Selected. (To deselect the users/groups selected, select Deselect.)
   When users/groups are selected, an editable line appears above the user/group list. You can edit the type of members (Team or Basic Team) that you wish such users to be added as, using the options available when selecting the selectable text on the line "These users will be added as Team Members".

   NOTE:

   You have the option to filter the displayed collection list based on user type, users/groups, job title, and/or practice area.

   Also refer to Managing assistants.

4. (Optional) Add a comment in the Reason field about why those members were added. This reason is visible in the Timeline tab.

5. Select OK. The selected users/groups are added to the collection team.

Remove a collection staff member

To remove a staff member/group from the collection:

1. Select the check box next to the staff member/group or select the row of a staff member/group.

   1. To select all available users/groups, select the uppermost check box on the left, or, if a user/group has already been selected, you can also select Select All n Items, where n represents the number of items available for selection.

   2. Select Remove Selected.

2. Alternatively, select corresponding to a staffing member/group and then select Remove.

3. You are then presented with a option to remove the collection staff member without adding them as a historical user. This option is designed to rectify occurrences when collection staff members have been incorrectly added to a team, subsequently preventing them from staffing opposing matters that may impact the asset. If you don't want to add the collection staff member as a historical user, toggle this option off. The collection staff member won't be considered for team separation. You can add a comment to specify a reason for removal; if a reason is entered, this will be visible in the collection timeline.