How to invite to the team

How to send an invitation

1. Open the "Account" section and go to the "Team" tab;
2. Click the "Invite" button;
3. Enter the invitee's email and choose a role: Employee, Customer or Colleague;
4. Click "Send invitation".

The "Invited users" list shows whom and when an invitation was sent to and whether it has been accepted. An invitation is valid for 7 days; if it hasn't been accepted, choose "Resend invitation" in the action menu.

The seat limit

The "PRO" plan includes 3 seats for Employees and Colleagues (together). Customers do not take up seats. If the seats have run out, the system offers to free one up by deleting an inactive team member.

What happens on the invitee's side

• A new user is invited by email: by the link in the email they set a password and sign in to the cabinet. A Colleague also chooses who they are: "Lawyer" or "Legal consultant", and gets their own account;
• If the user is already registered, they receive a notification with an "Accept invitation" button (it is also visible in "Account" → "Team" → "Received invitations").

What's next

• An Employee sees everything in your account right away. If they already have their own account, they switch between accounts in the user menu (the "Working account" item);
• A Colleague and a Customer need to be given access to a Case, Court case or Issue. Until access is granted, the invited list shows a reminder next to them.