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

Accessing staffing

On the Client Details page, click Staffing tab. 
The Staffing page appears.
Alternatively,
On the Client 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 Client 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 are groups are conflicted on the client, 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 client team

If any users are excluded from the client, 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 Add client staffing, in the Adding a client section. The users that are added to the client staffing must acknowledge the security memo, if the acknowledgement criteria is required for the client. While acknowledgement of the security memo is outstanding, they are represented with the following icon:

Add Basic Team Members to the client team

If any users are excluded from the client, 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 Add client staffing, in the Adding a client section. The users that are added to the client staffing must acknowledge the security memo, if the acknowledgement criteria is required for the client. 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 Add client staffing, in the Adding a client section.

Set, Edit or Unset Access Period

For detailed procedural steps on how to perform these actions, see Add client staffing, in the Adding a client section.

Set User Type

For detailed procedural steps on how to perform this action, see Add client staffing, in the Adding a client section.

Remove a staffing member

For detailed procedural steps on how to perform this action, see Add client staffing, in the Adding a client section.

View Historical and Candidate Users

You can view the historical and candidate users of the client by enabling the options. Users who had been on the staffing of the client 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 (secured by client) under the client or performed document activity in the specified period but has never been on the client staffing.
Click 

Acknowledge a security memo on behalf of other staff members

Designated administrators at the asset level or a user with global admin rights, can acknowledge a security memo on behalf of other staff members. When acknowledging a security memo on behalf of another user, a reason can optionally be added. Any reasons entered are preserved, and can be viewed, in the Timeline (audit) tab of the client. Once the security memo is acknowledged, access to restricted matter content is granted. This ensures that staff members can gain access to matter material on occasions when they are unable to use or don't have access to SPM. In this scenario, a staff member can call an administrator to request that they acknowledge them on their behalf, granting the staff member immediate access to restricted matter content.

To acknowledge a security memo on behalf of other staff members: 

1. From the Allowed Users tab, in the user row, click 
   
    > Acknowledge Memo. 
2. In the Acknowledge on Behalf of User dialog box, optionally enter a reason for acknowledging.
   
3. Select Yes. A message stating "Memo successfully acknowledged" will display.

Verify a security memo acknowledgement

If your role permits, 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

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 to staffing.

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

NOTE:

If the Work URL Templates setting is configured under the Settings page, then in the Notes field,

icon appears.

1. Click
   
   . The Add Work Link dialog box appears.
2. Select one of the options provided:
   1. Paste Work Link: You can add a different work document/folder url to the one configured in the Settings page. You can test the link by clicking Test Work Link.
   2. Select Document by ID and Version: You can add the document Id and version. In this option, the URL configured in the Settings page is considered.
   3. Select Folder ID: You can add the folder Id. In this option, the URL configured in the Settings page is considered.
3. Enter the relevant details based on your selection.

Enter a brief and relevant text that provides a context to the content in the link in the Link Text field. and then click Add Link.