1. Click on your name in the top right corner
  2. Select your firm name from the dropdown menu to navigate to your Firm Dashboard
  3. Select New Team Member 
  4. Enter the email address of your teammate 
  5. Assign your teammate’s role
  6. Click Invite users

Pro Tip:
If you are an Administrator, you can also manage your existing teammate's roles on this page.  Just click the Pencil Icon next to their name.

For a more in-depth look at how to invite team members, check out the following tutorial video:

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