Team Management: inviting teammates and roles

What this solves: Adding people to your workspace and managing their access.

Quick answer: Open the user menu (top right) → Team Management. Click Invite User, enter their email, and pick a role. Owners and admins can invite; a Firm plan supports up to 15 users.

Roles:

• Owner — the workspace creator. One per workspace. Only the Owner can change or cancel the plan.
• Admin — can invite and manage members & invitations.
• Member — basic workspace access.

Steps:

1. User menu → Team Management.
2. Click Invite User. Enter Email (required) and Name (optional). Pick Member or Admin. Click Send Invite.
3. The invitee gets an email with a secure link to join.
4. Track pending invites on the Invitations tab; manage current members on the Members tab.

Seats: Solo = 1 seat (single user). Firm = up to 15. If you’re out of seats, upgrade to Firm.

Still stuck? Send us this: Your workspace name, the invitee’s email, and the role you selected.