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Mitratech Success Center

Create and Edit Groups

This page details the process for creating new groups in LegalHold.

Groups in LegalHold 

Administrators can group certain people together to save time when adding people to a legal hold. Roles and permissions cannot be assigned to groups as a whole, but keeping people grouped together assists with organization, saving time, and ease-of-access.

To view a list of existing groups select Manage Groups and select List of Groups.


Create a New Group

  1. Navigate to Manage Groups, then select Add Group. Or, click the Add button from the List of Groups page (detailed above).
  2. Type an intuitive name and identifier for the group.
  3. Click Add People in the top-right corner.
  4. The list that appears contains all of the people in the system. Select the people individually, by page, or by selecting all pages.

  5. If a person does not appear in this list, select the Create New Person Record button to add a new person to the LegalHold system.

  6. Select the Add People button at the bottom of the screen to save all changes.

  7. The selected people who are added to the group will appear in the Group Details page. Repeat Steps 3-6 to add more people or select Save Group to apply all changes. 

Edit Groups

Navigate to the List of Groups page and select the Edit (pencil) icon or the group name to edit the details. 


Add Multiple People to a Group

You can create a Comma-Separated Value (CSV) file to add a list of people to a group when editing a group.

  1. Begin by navigating to the List of Groups page and selecting the group you want to edit.
  2. Select the Add People link in the top-right corner.
  3. On the Add People to Group page, select the Add by CSV link in the top-right corner.
  4. On the Upload Recipients dialog box, download a template if needed then select the CSV file to upload people to the group.

Delete Select People from a Group

It's possible to delete a select people from a group without deleting the whole group. Follow the steps below for more details.

  1. Begin by navigating to the List of Groups page and selecting the group you want to edit.
  2. Select the Remove People link in the top-right corner of the table.
  3. Add a date to filter when specific people were added to the group. 
  4. Once you have filtered the list to the correct people, select the Remove People button.
    Note: You cannot select individual names from this list to delete. All people listed on this table will be deleted from the group. 


Delete a Group

To delete a group, simply click the corresponding Delete (trashcan) icon in the table. 


Add a Group to a Hold

It is possible to add an entire group at a time to a legal hold. Before you do this, ensure your group is already set up with the correct group members and an intuitive name for ease-of-access.

See Add Recipient Groups for instructions on how to add a group to a legal hold.

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