Team & Firm Management
Invite members, assign roles, and manage access within your firm.
Add your colleagues and give each the right level of access so work can be assigned and delivered as a team.
Invite a member
Invite by email from the Team area. They join with a firm role that controls what they can do in the Workspace.
Roles
Firm member roles (most access → least)
OWNER
ADMIN
MANAGER
STAFF
- Owner — full control of the firm account, billing, and team.
- Admin — manage services, clients, and most settings.
- Manager — run day-to-day delivery and client work.
- Staff — work on assigned requests and tasks.
See Accounts & roles for how these sit alongside platform roles.
Membership status
A member's access reflects their status — INVITED, ACTIVE, SUSPENDED, or RELEASED. Changing it takes effect immediately: suspending or releasing a member ends their access to the firm's workspace right away.
Tip
Assign a delivery owner on each request (Managers and above). Clear ownership is what keeps clients informed and work moving.