NOTE:

You can update staffing only in a collection that has restricted security, because collections with open security are available to all users (except those with specific exclusions).

  1. Navigate to the Collections dashboard and select a collection from the list. The Collections Details page displays.
  2. 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.
  3. You can perform the following staffing actions:
    1. Bulk Add Team Members or Basic Team Members to the Collection Team.
      The Bulk Add Members feature enables you to add multiple team members at once using semicolon-separated lists, new-line-separated lists, and Microsoft 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 re-validate), as required.
      6. Provided all users are validated successfully:
        1. (Optional) Add a comment in the Reason field about why those members were added. This reason is subsequently visible in the Timeline tab.
        2. Select OK to add the users.

    2. Add Team Members to the Collection Team.
      For detailed procedural steps on how to perform this action, refer to Defining Collection Staffing.

    3. Add Basic Team Members to the Collection Team.
      For detailed procedural steps on how to perform this action, refer to Defining Collection Staffing.

    4. Remove a staffing member from the Collection Team.
      For detailed procedural steps on how to perform this action, refer to Defining Collection Staffing.

    5. 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 collection, as described in Managing assistants.


NOTE:

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

Also refer to Managing assistants.