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Inviting Team Members and Managing Permissions

Learn how to invite new team members to your firm and manage user permissions, including access to contacts, matters, forms, and financial information.

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  1. Open Settings and from the Firm column, select User Access.

  2. Click the New Firm Member button.

  3. Enter the new user's name and email address, then click Save to send them an email invitation.

  4. To modify their access, click the Actions icon next to their name and select Edit User. (Account Administrator only)

  5. Grant or restrict access to contacts, matters, forms, tasks, files, messages, and financial information based on their role. (Account Administrator only)

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