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Facilitate cross-team visibility
Facilitate cross-team visibility
Alina avatar
Written by Alina
Updated over 8 months ago

The LawVu Teams inheritance feature allows you to establish a system where one team consistently has access and visibility into the work of another team.

Watch this video as our colleague Josh Reid goes through this feature :

For example, you want your head office to be able to see the things a satellite office is working on.

  1. Navigate to Organization Settings / User Management / Teams and choose the relevant team.

  2. Access the Settings tab.

  3. In the Access Control section, search for the other relevant teams. By selecting these teams, you grant them access to matters assigned to the chosen team.

The selected team(s) will then also be granted access to matters and contracts that are assigned to this team - so they can maintain visibility without being assigned every time.

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