Manage Your Shared Rosters
Prevail rosters provide shared access to files for Prevail Members. Each roster has a designated Briefcase for uploading and sharing files that can only be accessed by roster members. To access a roster, a user must be both a Prevail Member and a roster member.
Create a Roster to Share Files
Share files with other Prevail users by creating a roster and adding members. Each roster has a designated folder for sharing files in the Prevail Briefcase. Any member belonging to a roster can upload or download from the respective folder.
- On the Navigation menu, click Roster.
- Click Create Roster.
The New Roster window opens.
- In the Name box, type a name for your roster.
- Click Create Roster.
Your roster is added to the roster list.
- To add yourself to the roster, click add myself to your roster.
Invite Members to Join
When you create a roster, invite your colleagues to share their case files with the other members. Invitees who are not Prevail Members will receive an invitation email requesting them to create an account with Prevail to join the roster.
- On the Navigation menu, click Roster.
- In the Name column, click a roster name.
- Invite a user…
- In the Invitee Email box, type an email address.
- Click Add.
The invitee is added to the roster.
Upload Files to a Shared Roster
Access shared roster files from the Shared Roster Files section of the Briefcase page, where each roster has a designated folder for sharing files. All roster members can upload and download files to the roster folder, where members can view and edit the files shared by others in the roster.
- On the Navigation menu, click Briefcase.
- In the Shared Roster Files section, click your roster.
Your roster page opens.
- Click Add File.
The Upload Files window opens.
- Click Choose Files.
- Browse to select your file.
- To upload the selected file, click Upload Files.
The file appears in the roster file list.