Global and local administrators of particular types can update the staffing teams.

Accessing staffing

On the Case Details page, click the Staffing tab. The Staffing page appears.
Alternatively,
On the Case Details page, in the Overview tab, click View Staffing. The Staffing page appears.

Updating staffing

You can perform the following staffing actions:

Bulk Add Team Members or Basic Team Members to the Case Team 

The Bulk Add Members feature enables you to 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. The Bulk Add Members option appears.
2. Select Bulk Add Members. The Bulk Add Members dialog box opens.
3. 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:
   
   • a semicolon-separated list of users
   • a new-line-separated list of users
   • an Outlook email address list.
5. All users must be validated successfully before they can be added. Select Validate Selection.
   
   1. If there 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 re-validate), as required.
6. Provided all users are validated successfully, select OK to add the users.
   If any of the selected users or groups are conflicted on the case or any of its matters, a warning message displays. If your role permits, you can proceed to add such users to staffing but they will not have access to content.

Add Team Members to the Case Team

If any users are excluded from the case, a banner is shown above the staffing list, with an option to view only the excluded users.
For detailed procedural steps on how add team members, see Adding a Case. The users that are added to the case staffing must acknowledge the security memo, if the acknowledgement criteria is required for the case. While acknowledgement of the security memo is outstanding, they are represented with the following icon:

Add Basic Team Members to the Case Team

If any users are excluded from the case, a banner is shown above the staffing list, with an option to view only the excluded users.
For detailed procedural steps on how add team members, and the meaning of user icons, see Adding a Case. The users that are added to the case staffing must acknowledge the security memo, if the acknowledgement criteria is required for the case. While acknowledgement of the security memo is outstanding, they are represented with the following icon:

Set / Unset Responsible Attorney

For detailed procedural steps on how to perform this action, see Adding a Case.

Set, Edit or Unset Access Period

For detailed procedural steps on how to perform these actions, see Adding a Case.

Set User Type

For detailed procedural steps on how to perform this action, see Adding a Case.

Remove a staffing member

For detailed procedural steps on how to perform this action, see Adding a Case.

View Historical and Candidate Users

You can view the historical and candidate users of the case by enabling the options. Users who had been on the staffing of the case and are no longer on it are historical users. Users that were not added as historical users when they were removed, are not historical users. A candidate user is the one who has either billed hours on the matters under the case or performed document activity in the specified period but has never been on the case staffing.

Click 

 next to Add Members and select the Historical Users and Candidate Users check boxes to display or hide the historical and candidate users, respectively.

Verify a security memo acknowledgement

If your role allows it, you can verify staffing team members' acknowledgement of security memos; that is, to confirm that an they have met all of their obligations, for example 'wet signing' an acknowledgement form, prior to being approved to access content.

The

icon indicates a user with acknowledgment verification pending.

1. To verify a single user:
   
   1. Select
      
      > Verify User. A confirmation message displays.
   2. Select Yes.
2. For groups, if all group members require verification, you can verify the whole group. If some are verified and others not, you must verify the individual unverified members. To verify a whole group:
   1. Select
      
      > Verify Users. A confirmation message displays.
   2. Select Yes.
3. To bulk verify users:
   1. Multiselect the users (and groups) required.
   2. Select Verify Users. A confirmation message displays.
   3. Select Yes.

Adjust Assistant Settings

The Ensure Assistants Automatically Follow Their Timekeepers setting defines whether automatic access is enabled for assistants when their timekeepers are added.

When enabled, assistants follow their timekeepers on or off the asset, as described in Managing Assistants.