Assign Staff or Staff Groups to a Binder

Anyone who is already assigned to a binder can assign another user (for example a new hire) to that binder (this does NOT apply to finalized binders, for that, please contact IT).  When in Engagement, and in your Local File Room view, right click on the binder you would have the intended user have rights to, and  click Properties.

In the Binder Properties window, click on the Binder Staff Tab.  Hit the Assign button, and you will see a list on the left of people who are not yet assigned, choose your intended user, and then hit the single right arrow button in the center.

This will add that user to the binder.  Hit Ok, close the binder properties window, and synchronize that binder with the network.  Now that user can access the binder you have assigned them work to.  To speed up this process we recommend using the provided staff groupings (Healthcare Team, Non-Healthcare Audit Staff, and All Firm Staff), to assign large amounts of staff members to a binder, reducing the workload for all who have to assign staff.  If you have any questions or need help performing this operation, please feel free to contact IT