Team accessFor attorneys
How do I give someone on my team access?
Invite them from the team section of your dashboard, choose which areas they may work in — referral exchange, case requests, profile and notifications — and they receive their own sign-in link. You can change or withdraw any area later without removing the person.
- Open the team section and invite the person by name and email address.
- Choose the areas they may work in. Grant only what they need; you can add more later.
- They accept the invitation and sign in as themselves.
Withdrawing access is immediate and does not delete anything they did. Their past work stays attributed to them.