You need to be a firm administrator to invite colleagues or change their access.
1
Open Team
In your firm’s workspace, select Team.
2
Enter their email and choose a role
Use the colleague’s email address, choose what they can do, then select Invite.
3
Share the setup link
Under Pending invitations, select Copy setup link and send it to your colleague through your firm’s usual channel. They’ll need to use the email address you invited.
Choose what they can do
Lawyer
Upload recordings, view results, and retry a recording when that option is available.
Paralegal
Upload recordings and view results.
Read-only
View recordings and results, without uploading.
Firm administrator
Manage the team, upload recordings, view results, and retry when available.