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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.