Members & roles

Three settings pages work together to control who’s on your team and what each person can do: My Org Members (the roster), Roles (the permission sets), and Groups (people who hold roles together).

My Org Members

Open Administrative → My Org Members.

You’ll see the current roster and a button to invite new people. Each row shows a member’s name, email, and role, and opens their detail for editing.

Inviting someone

Click Invite and provide:

• Email address — where the invitation goes.
• Role — the permission set for this person (see below).
• An optional welcome note for the invitation email.

The workspace sends the invitee a magic link — a one-time sign-in link to their email. They click it, set up their account, and land on their own personal workspace under the role you chose. No shared passwords, no manual account creation on your side.

Nothing to install

Invitees just need the email and a browser. When they accept, they’re added to your firm under the role you picked and can start work immediately.

Editing a member

Open a member’s row to change their details or, as an admin, fill in their credentials on their behalf if they haven’t logged in yet. The member can still edit their own record later — admin edits don’t lock it.

Removing access

To revoke a person’s access, open their row and remove them (or revoke the role that grants access). They lose their sign-in to the firm immediately, and the change is recorded in the Activity log.

Owners transfer before leaving

There’s one owner per firm. If the owner is leaving, transfer ownership first from the Members page — you can’t remove the sole owner without handing the role to someone else.

Roles

Open Administrative → Roles to review the permission sets you can assign. Each role states, in plain language, what it grants and who currently holds it. The built-in firm roles are:

• Owner — everything, including billing and ownership transfer. One per firm.
• Admin — everything except billing and ownership transfer.
• Attorney — manage cases, sign filings, firm-wide client list.
• Paralegal — prepare cases, draft filings, edit profiles.
• Viewer — read-only across the firm.

Change a person’s role inline from this page, or from their row on My Org Members.

Pick the smallest role that works

You can always promote someone later. Starting a person one notch lower than you think they need is the easier mistake to recover from.

Custom roles

When none of the built-in bundles fit — say an intake specialist who adds clients and sends questionnaires but never touches billing — define your own role here: a name plus a hand-picked set of firm permissions. Grant it to members like any built-in role. Everyone holding a custom role picks up changes to it immediately.

Groups

Open Administrative → Groups. A group is a set of people that holds roles together. Instead of granting the same role to eight people one by one, grant it once to the group: add a person and they get every role the group holds; remove them and those roles go with them.

Firm groups are scoped to your firm — members come from your roster, and the roles a group holds are firm roles. So “everyone on the intake team gets Paralegal” is a single grant, not eight.

On a member’s detail, roles that arrive through a group are marked as coming via the group’s name. To take them away, remove the person from the group rather than trying to revoke the role directly. Every group change lands in the Activity log alongside every other access change.