How to Invite a New Staff Member

1. Navigate to Team & access in the sidebar.
2. Click the 'Invite Firm Staff' button in the top-right area.
3. In the invite dialog, enter the new staff member's email address.
4. Select their Firm Role (e.g., Staff, Admin, Firm Owner).
5. Optionally specify their Billing Access and Clients Access settings.
6. Click 'Send invitation'.
7. The invite appears in the 'Pending' tab until the staff member accepts it.

💡 Good to Know: The invited staff member receives an email to create their account or log in with an existing one.

💡 Good to Know: Pending invitations can be cancelled from the Pending tab's action menu.

→ Managing Team Members and Roles

→ Understanding Firm Roles and Permissions