To invite or add a Team Member, please follow the below steps.

    1. Click Main Menu (≡) on the header, then click Settings.
    2. Click Team under Firm Settings.

    3. Click + New, to invite or create a new Team Member.
    4. Enter Name, Email, Access level of Team Member.
    5. Click Invite.

Once you click Invite, an Invitation Email will be sent to the newly created Team Member. Unless the Team Member accepts the invitation the Status will be shown as “Pending” and he will not be able to access your Firm’s Dashboard.

Learn more about Team Collaboration

Related Articles:
Team collaboration overview
Access control for team members
Edit access level of a team member
Deactivate team member

About LawGro:

LawGro helps lawyers deliver Client Happiness, Grow & Manage legal practice.

Did this answer your question?