How to add Firm Members to your Workgroup

When assigning Firm Members to records in Amicus such as Files, Contacts, Events, etc., the initial list displayed is your Workgroup. This allows for quick access to Firm Members you most commonly interact with.

To change which Firm Members are in your workgroup:

1. Select the Office module > Preferences from the navigation pane. Under the General section select My Workgroup.
   
   
    
2. In the General - My Workgroup the right-hand column lists Firm Members who are currently in your Workgroup, while the left column shows All Firm Members. 
    
3. Select one or more items in either the All Firm Members or My Workgroup column, then click the arrows in the middle to move those Firm Members. Use the right arrow > to add a Firm Member(s) or the left arrow < to remove Firm Member(s), or double-click an item to move it to the other column.
   You may also select Groups such as Real Estate and/or Resources such as Meeting Room A to add to your workgroup.

To remove all Firm Members at once from the My Workgroup column, click the Clear button.
When Firm Members leave the firm, it is recommended to remove them from the My Workgroup.