This article explains how a lawyer can add law firm colleagues to their account.
Adding Law Firm Team Members
Locate your law firm in the list of your available entities and click on "Firm Workspace".
Click "Companies and Firms" under the "Directory" heading.
Locate the company that you'd like to add a team member to, and click on the three-line menu to the right of that company's name, and then select "Manage Team".
Under "Team Management" and the current list of your law firm team members, click on "Add Team Member".
If the new team member is already part of your law firm team in your account, you'll be able to select them from the dropdown menu next to "Existing User". If they haven't used the platform before, select "New User" and enter their name and email address.
Once you save, you'll see the new team member listed among your team members, and you'll be able to update that individual's role or adjust their access as needed by selecting the three-line menu to the right of their name.
Screenshots are for illustrative purposes only.
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