How do I setup a group in Juris Suite?

To setup a group:

  1. Click the Juris button in the left-hand corner of the window.
  2. Select Admin > Define Groups.
  3. Click the New button in the toolbar.
  4. Click the Name text box, type in a name for the group you are defining.
    You can enter up to ten (1) characters.
  5. In the Employees not in Group section, click on the name of a person you want to add to the group.
  6. Click the right-arrow button to add the selected employee to the Employees in Group section.

    Tip

    To add all the names from the Employee List section to the Employees in Group section, simply click the double right-arrow button.

    Note

    In order to create a group you must add at least one person to the group.

  7. Click the Save button when finished adding all the people for the group.