Group Tab

The Groups tab is where you are shown a list of groups associated with the client and can easily add, edit, and delete groups. The list is sortable, filterable (with typeahead functionality), and pageable.

Create Groups

To add a new group, click the New Group button.

Type a name for the new group into the Name field. Note: Unlike creating groups in Relativity, the client associated with the group is automatically set to your client.

When you are finished filling out group details, click Create to save the new group. To immediately create another group, click Create and New. To return to the list of groups, click Back.

Add Workspace to Group

Groups can be added to workspaces using Delegate either from the group details screen or from the workspace details screen.

Add a Group to a Workspace from the Group Details Screen

To add a Relativity group to a workspace from the group details screen, either click on the row of an existing group in the groups list or add a new group, then scroll to the Workspaces section at the bottom of the group details screen. Click Edit. Groups can be added to workspaces when groups are created or after the fact.

The Workspaces modal window will be populated with all groups associated with your client.

Check the box next to the workspaces(s) you would like to add the group to, then click Close.

Then Click Save in order to add the group to the workspace(s).

Add a Group to a Workspace from the Workspace Details Screen

To add a Relativity group to a workspace from the workspace details screen, either click on the row of an existing workspace in the workspaces list or add a new workspace, then scroll to the Groups section at the bottom of the Workspace details screen. Click Edit. Groups can be added to workspaces while the workspaces are being created or after the fact.

The Groups modal window will be populated with all groups associated with your client

Check the box next to the group(s) you would like to add to the workspace, then click Close.

Click Save in order to add the selected group(s) to the workspace.

Edit Group

To edit a group, click anywhere in the row for the particular group you want to edit.

You can edit the Name, Users, and/or Workspaces of the group.

When you are finished editing the group details, click Save to save the group. To immediately create another group, click Save and New. To return to the list of groups, click Back.

Delete Group

To delete a group, click anywhere in the row for the particular group you want to delete

Then Click Delete

A modal dialog will then pop up to ask you to confirm that you wish to delete the group. Hit Confirm to delete the group or Cancel if you do not wish to delete the group.