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Note: If none of your team members need to be kept from viewing any matters, then you’ll only have one security group, which is the Default Group which already exists within the system.

\uD83D\uDCD8 InstructionsInstructions

1. Click Administration > Security/Group Setup.

2. Click ‘Add’ on the left to create a new group.

3. Give the Group a name.

4. To attach a user to the group.

   1. Click ‘Attach to Group’.

   2. Select the user you want to add using the User drop-down menu.

   3. Choose the role that the user will play in the Group with the Action menu.

   4. Click ‘Save’.

   5. Note: If there aren’t any users to select, you need to setup the user under Administration > Employee Setup before their name will appear.

5. Repeat this process for all members and groups.

6. In the bottom left hand corner, Security/Group Setup window, there is a 'Security' tab. This is where you can add, edit, or delete employee types. These settings control access to certain tabs and functions within Prevail.

7. Adding Employee Types

   1. On the top left corner of the window, click ‘add.’

   2. Type the Employee Type in the ‘Employee Type’ field. 

   3. Next to the Employee Type field, you will see three checkboxes:

      • Attorney- Check this box if you want this Employee Type to appear in the matter screen dropdown lists for Lead Attorney and Hearing Attorney. 

      • Case Manager- Check this box if you want this Employee Type to appear in the matter screen dropdown for Case Manager.

      • Statute Warning- Check this box for any employee types that you want to receive Statute Warning Notifications.

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