Members and invitations
Invite workspace members and maintain their role and billing acronym.
- For:
- Workspace admins
- Updated:
- Aug 26, 2026
Invite a member
- Open Settings and select Lawyers.
- Enter the member name and email.
- Choose Admin, Billing Staff, or User.
- Enter the billing acronym used on records and reports.
- Select Invite. Copy the setup link if you need to send it directly.
Member controls
| Control | What it does | Availability |
|---|---|---|
| Role | Changes the member's workspace role after confirmation. | Authorized admins; not for the owner or current user |
| Resend Invite | Sends a new setup link to a pending member. | Pending invitations |
| Cancel Invite | Revokes a pending invitation. | Pending invitations |
| Email Access | Sends account-access instructions to an existing member. | Active members |
| Save acronym | Updates the billing acronym shown in firm records. | Authorized admins |
| Remove | Removes the member from the workspace after confirmation. | Authorized admins; protected members cannot be removed |
Role privileges
The Role Privileges section lists the default access for Admin, Billing Staff, and User. One account Premium bundle covers all released premium features; workspace roles still apply.