Team members are essential staff who will work within your organization to handle cases and clients efficiently. They play a crucial role in providing support and expertise to ensure smooth processes and excellent service delivery.
In the Team Members menu, as an institution admin or admin, you can easily oversee all the members within your law firm and manage their workloads effectively.
Here's what you can do:
Overview of Team Members
Access the Team Members menu to view a comprehensive list of all members in your organization. The information displayed includes their username, email, role, and status.
Detailed Information
For more detailed information about a team member's workloads and other details, simply click the "View" button next to the intended client's name.
Filter Options
You can customize the view by applying filters based on your needs, making it easier to find specific information.
View Client's Involvement
By clicking the "View" button, you'll be redirected to a new page where you can see all the cases that the team member is involved in.
Incomplete Tasks
Below the list of cases, you can also view all the incomplete tasks that have been assigned to that team member.
Notes:
Only the institution admin and admin member can deactivate or update team member's credentials.
By utilizing the Team Members menu, you can efficiently manage and monitor the workload and tasks of each team member within your organization, ensuring smooth operations and effective collaboration.