Video Transcript:
This video will explain how to invite new members to your firm's account in Attorney Share.
This process is relevant to firm administrators or Case Managers who wish to add new users to their firm account, such as additional attorneys or other individuals who will act on behalf of the firm.
I am currently logged into my admin attorney account, which provides access to the firm settings panel. To begin, click on your profile picture in the top right corner and select "Firm Settings." The first option on the left will be the "Members" page, where you can invite users to your firm.
To invite new members, click "Add New Members." From here, you can assign different roles and permissions. You can add Attorneys, Case Managers, or Administrators, each with varying levels of access to firm settings.
The Case Manager role is often the most useful. This role is typically assigned to individuals who do not hold an active bar license but are authorized to act on behalf of attorneys.
In this example, I will invite a Case Manager to my firm. To do so, I will send an email invitation for the "Case Manager" role. Invitations can be sent to multiple recipients at once, depending on the needs of your firm.
If you have an associate attorney you would like to add, you can send an invitation for the "Attorney" role. Attorneys will not have access to firm settings, but they will be able to act on their own behalf as licensed professionals.
Once invitations are sent, they will appear in the recipients' email inboxes. You can also track the status of pending invitations by clicking "Invitation Sent."
For more detailed information about user roles, you can visit the Help Center. If you search for "User Roles within the Firm," you will find a more in-depth article explaining the different roles and their permissions.
For now, I will return to the firm settings on my admin attorney account. The next video will explain how case managers or associate attorneys can create their accounts from the email invitation. Stay tuned!
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