Teams - Clio Operate

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Teams

What are Teams? Teams are a way of grouping together users who share a particular set of characteristics. A team does not need to...

First posted: April 6th, 2022 3474 views 0 likes
Create an External Team

You can create an external team in administration. Select Launchpad > Go to Admin > Teams > External Teams. Select the Organisation to which...

First posted: April 6th, 2022 1151 views 0 likes
Create an Internal Team

You can create an internal team in administration. Select Launchpad > Admin > Teams > Internal Teams. Click Add Team in the top right corner of the Teams screen to...

First posted: April 6th, 2022 1123 views 0 likes
Create a New Team Type

You can create a new team type in Modeller. Select Launchpad > Modeller > Participant types, then browse to Teams. In the more options...

First posted: April 6th, 2022 1308 views 0 likes