how to manage partners

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This article explains how administrators assign and remove partners from the Partners workspace. 

how to assign partners

Partners can be assigned to the law firm by adding them to the My Partners list. Only partners in this list are active and available across Neostella tools.

To assign partners:

  1. In the Available Partners list, select one or more partners to add.
  2. Click the ADD button.
    The selected partners are moved to the My Partners list, confirming the assignment.
Only partners included in the My Partners list are available for use across other tools in Neostella.

 

how to remove partners

Removing a partner revokes its availability from the law firm and dependent tools. To remove partners:

  1. In the My Partners list, select one or more partners.
  2. Click the REMOVE button.
    The selected partners return to the Available Partners list.