Invite Team Members

Firm Admins send email invites from Settings → Teams; invitees sign up or sign in via the invite link.

Steps

1. Go to Settings → Teams.
2. Click Invite member.
3. Enter email address and choose role:
   • Admin — manage firm, teams, and visibility rules
   • Member — access Firm-shared clients per role rules
4. Send invite. The recipient accepts via Invite link.

Pending invites can be revoked from the Teams page.