Form TM · Team
Team Management.
Add teammates, set the right roles, and manage a shared request workspace across your firm.
Inviting team members
The invitation flow, acceptance, and pending invite management.
3 min
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Roles and permissions
Admin, Member, and Viewer — what each role can and cannot do.
3 min
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Managing shared requests
Assign requests to individuals or leave them visible to the whole team.
3 min
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Removing a team member
Deactivate access and what happens to their requests and files.
2 min
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