Members (Firm settings → Team Members, or /organization)
Admins/owners see the member list (name, email, role) and can:
- "Invite member" — enter an email and pick a role; the invitee gets an email link. Pending invitations can be Resent or Canceled.
- Approve / Decline join requests from people who requested to join.
- Remove a member (with confirmation — they lose all access).
Roles & access (Firm settings → Roles & access)
Access is governed by roles, and permissions attach to roles, not people.
Built-in roles: Owner (locked — always every permission and every case), Admin, Member. These show a "Default" badge, and "Customized" if changed; a customized system role can be reset to default.
Creating a role (needs the "manage roles" permission) — "+ New role" opens an editor:
- Name, Description, Color.
- Permissions, grouped (Members, Documents, Chats, Cases, Roles, …), each with select-all.
- Case access:
- All cases — sees every case, including future ones.
- Specific cases — only the cases you pick (searchable list); everything else is hidden. Firm-managing roles are always "All cases."
Assign a role to a member from the Team Members list. Custom roles can be edited or deleted; members on a deleted role need reassignment.