Groups
Groups let you organise people (for example practice teams, committees, or project squads) and share a group workspace in SBOS.AI.
Where to find it
Open CRM → Groups in the sidebar (navLinks.ts, Group.View), then select a group from the list.
Group workspace tabs
| Tab | Purpose |
|---|---|
| Info | Group name, description, and metadata your firm captures. |
| Members | Who belongs to the group and their roles within it. |
| Safe storage | Secure documents stored at group level (similar to contact or organisation safe storage). |
When to use groups
Use groups when work or documents belong to a team, not a single person or client. Examples:
- A lending team sharing precedents and checklists.
- An innovation squad running internal projects alongside client matters.
- A risk committee keeping shared registers or papers.
Permissions
Visibility of groups and the ability to edit membership are permission-controlled. The sidebar uses Group.View (navLinks.ts). If you need a new group or a membership change, contact an administrator.
See also
- Safe storage (common)
- Teams (administration) — firm-wide team records (
Teams.Editto manage)