- Click on your name in the top right corner
- Select your firm name from the dropdown menu to navigate to your Firm Dashboard
- Select New Team Member
- Enter the email address of your teammate
- Assign your teammate’s role
- Click Invite users
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: