1. Click Users / Roles in the left navigation pane.
    The Users page with the list of users / groups appears. The user list comprises the entire staff of the firm. 

    NOTE:

    You have the option to filter the displayed user / group list based on name, type, job title, and/or practice area. 
  2. Click on the row of any group listed to view further details on group's association with various users and roles.
    The <Group name> - Members page appears.

    • Under Members tab, you can view the list of users who are part of the group. The count of users added to the group is enumerated next to the tab name.

      NOTE:

      You have the option to filter the displayed user / group list based on name, job title, and/or practice area. 

    • Under Roles tab, you can view the roles the group is assigned. The count of roles assigned to the group is enumerated next to the tab name. 

      NOTE:

      You can filter the list of roles the group is assigned.

    • Under Conflicts tab, you can view the list of clients, client groups, cases and matters that the group is in conflict with. The count of clients, client groups, cases and matters that the group is in conflict with is enumerated next to the tab name. 

      NOTE:

      You can filter the list of assets that the group is in conflict with.

    • Under Teams tab, you can view the list of asset teams the group is part of. The count of asset teams the group is part of is enumerated next to the tab name.

      NOTE:

      You can filter the list of asset teams displayed.