Clio Operate Knowledge Base

Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.

Create a New Team Type

Was this article helpful?

You can create a new team type in Modeller.

  1. Select Launchpad > Modeller > Participant types, then browse to Teams.
  2. In the more options (burger) menu, on the right corner of the Team participant types, click + Team type to open the Add Team Type blade.
  3. Complete the mandatory fields of System Name, Name and Description.
  4. Optionally complete the remaining fields.
  5. You can define who can be a member of the team type and what access the team type has in the Role Restrictions and Team Type Settings navigation blades at the bottom of the Add Team Type blade.
  6. Click Save.

Review

You can now successfully add a new team type.

Was this article helpful?

Related Articles

Related articles in the knowledge base