Team and roles (firm admins)
Invite staff and choose what they can see.
Go to Team.
- Invite someone: their email and role. They get an email, create an account with that address and accept the invitation on their Home page. Invitations last 14 days; withdraw one any time.
- Change a role or remove someone from the list.
| Role | Sees | Can |
|---|---|---|
| Firm admin | Every matter | Everything, including team, settings, billing and deleting closed matters |
| Lawyer | Every matter | Matters, review, closing |
| Paralegal, law clerk, admin staff | Matters they're added to | Work on those matters |
Your firm always needs at least one firm admin.
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