Help Center
Getting Started
How do I invite team members?
"How do I add my paralegals and staff to the workspace?"
From Settings → Team, click Invite Member. Enter the email address, select the role (RCIC, Paralegal, Staff, or Administrator), and click Send Invitation.
Each invitee receives an email with a secure link to set their password and enable MFA. Invitations are valid for 72 hours.
You can revoke a pending invitation at any time from the same screen. Users who have already accepted are managed under Active Members.