Step 1: Access Account Settings
Click on the profile icon located in the bottom left corner.
Select 'Account' from the menu.
Step 2: Navigate to Team Management
Under the 'My Team' section, you have two options:
Bulk upload team members.
Add a new member individually.
Step 3: Enter New Member Details
After selecting '+ Member' on the 'My Team Page', you will be directed to a new page.
Fill in the following details:
Email address of the new member.
Select their role.
Choose their plan.
Specify any practice areas.
Step 4: Add Multiple Members (Optional)
To add multiple members, click the button to copy settings from the previous user.
Enter the email addresses for the additional members.
Step 6: Review Additional Costs
You can customise the setup for each user as needed.
Review the additional monthly cost that will be charged on your next billing date, displayed on the right side.
Step 7: Confirm Invitations
Once everything is set, click 'Invite and Purchase'.
Invitations will be sent to your team member’s email addresses.
Step 8: Account Setup for New Users
New users will receive an email and need to set up their accounts as per the instructions provided.