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Settings → Team manages who has access to the firm’s workspace.

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Roles

  • Owner — full control; their role can’t be changed and they can’t be removed.
  • Admin — invites, changes roles and removes members (can’t modify other admins).
  • Member — uses the platform without managing the team.

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Invite someone

  1. Click Invite member (visible to the owner and admins).
  2. Enter their email, choose the role — Member or Admin — and click Send invite.
  3. They receive an email with the link. Until they accept, they appear under Pending invites, where you can Cancel invite.

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Manage members

From each member’s menu: Make admin, Make member or Remove (they lose access immediately, after a confirmation). Two fixed rules: you can’t change your own role or remove yourself, and the same person can’t be invited twice.