How do I setup a team in Juris Suite?

To setup a team:

  1. Click the Juris button in the left-hand corner of the window.
  2. Select Admin > Define Teams.
  3. Click the New button in the toolbar.
  4. Click the Name text box, type in a name for the team you are defining.
    You can enter up to ten (1) characters.
  5. Click the Manager tab.
  6. In the Employee List section, click on the name of a person who is considered a manager for the team, and then click the right-arrow button to add them to the Managers section. If no management people are to be included in the team, skip this step. Repeat this step for each manager you need to add.
  7. Click the Leads tab.
  8. In the Employee List section, click on the name of a person who is considered a lead for the team, and then click the right-arrow button to add them to the Leads section. If no lead people are to be included in the team, skip this step. Repeat this step for each lead person you need to add.
  9. Click the Members tab.

  10. In the Employee List section, click on the name of a person you want to add to the team and then click the right-arrow button to add them to the Members section.

    Tip

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

    Note

    In order to create a team you must add at least one manager, lead and/or member.

  11. Click the Save button when finished adding all the people for the team.

 

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